Email + subsequent tasks

I’ve tried to build 3 variations using different tactics - I want to know if I’m missing something. So far, I just wanted to run a very simple flow of handling a parts quote request automatically by referencing a doc or folder. It would then edit a template that would be attached as a part of a draft.

The flow should be as follows: Email received> if a part request continue> Extract desired part numbers> Reference pricing sheet> Create template> Add to email draft

I’m getting errors each time. Is there a simpler way to do this?

https://www.gumloop.com/pipeline?workbook_id=3mQsgqEdkApVSHBHWcQbrR&run_id=3kZ42EsLWBzBUBALuVMpMe

https://www.gumloop.com/pipeline?workbook_id=3mQsgqEdkApVSHBHWcQbrR&tab=1

https://www.gumloop.com/pipeline?workbook_id=3mQsgqEdkApVSHBHWcQbrR&tab=2&run_id=M3U3Lp2t6EJ3wSrgwSTPP7

… I think a custom node would solve this…

Will report back in case anyone was curious.

This was not the solution (at least that I can figure out).

Hey @Dylnn - The issue you’re facing here is a List Size Mismatch: https://www.gumloop.com/pipeline?workbook_id=3mQsgqEdkApVSHBHWcQbrR&run_id=3kZ42EsLWBzBUBALuVMpMe

The list size error occurs because all inputs going in a node in loop mode should have the same list length (ie. same number of items in the list). Otherwise the node does not know how to pair them up and will error out.

If you match the inputs going into the node in loop mode, it should work as expected.

understood, I will try to match according. I want to understand how to process an email where there is the potential to have a request that says, “Please quote me X, Y, Z”. This would make the inputs mismatched again, right?

There are ways to resolve this. I’ll you take a shot at the mismatch error first, feel free to ping with the updated workbook after that. The current workbook seems to be a ‘working’ state so dont want to mess too much and confuse both of us.

I dont see how the lists are “mismatched”? In the email request itself, I clearly state, “Please provide a quote for part number 1234”.

I would like to get the basis of this perfected before I build on more complex flows that deal with email. I just dont understand whats going wrong. Same error.

https://www.gumloop.com/pipeline?workbook_id=3mQsgqEdkApVSHBHWcQbrR&tab=2&run_id=JCxyx5bEUkHqYuqsQDKDxX

Added a AI filter, but now this is showing a result of zero?

I was able to run once, but then it reverted back to the combine list. I think you guys are really close to being able to have asuper functional tool. If there was an easier way to just give the ai data in step by step formats (e.g. here are multiple inputs and context behind the sources, please do X with it" you would crush. Think of it like this and clay. not sure if you used their tables, but creating the formulas with ai is super easy, plus their ability to just hit “/” and reference any other data point for ai is a win.

If you can help me get through this it would be appreciated:

https://www.gumloop.com/pipeline?workbook_id=3mQsgqEdkApVSHBHWcQbrR&tab=2&run_id=HSZ4aSFimQeH2pbFWZpQz7

Requested access to give this a look Dylnn!

Hi Aron, any advice?

Hi Dylnn!

Seeing a few issues with the flow

  • The gmail reader node is grabbing all of your emails (and not only those that are tagged a way) making the rest of the flow more complicated
  • The categorizer categorizes all of the email into either parts requested/service requested even though some of them are marketing emails
  • The AI filter by is using the same two lists as input (I’d recommend using a regular filter here, no need for AI)

What I’d recommend to get this flow running is to take it in smaller chunks, start by correctly identifying emails, and then filtering etc.

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