Hi all: my goal is to send a simple Gmail email that will trigger the creation and population of an Airtable record.
Scenario:
Send Gmail with the following variable text to populate a few fields:
Post Title
Categories
Tags
Notes
I’m not certain what the next step should be, or how to ensure that the paragraph of text I want dumped into the Airtable Notes field will go to the right place. Do I need to add more modules within my Make scenario? Or set up some kind of template email that has specific keywords in it to map to specific Airtable fields?
- Disclaimer, this is my first ever Make scenario.
Hi and welcome to Make!
You might want to take some time to familiarize yourself with the platform. Although it doesn’t require (much) programming knowledge, there is a learning curve.
You can find most everything you need to start in the Make Academy (https://academy.make.com).
That said, it would be good to share your scenario (if you’ve built it) as well as the input/output bundles each module generates. (And if you have no idea what’ I’m talking about, you really should take a look at the Academy!)
With that information, we can start helping you. Otherwise, it’s like trying to catch a black cat in the middle of the forest on a cloudy night.
L
Hi @Cheri_Lasota
To fetch details from an email and add them to Airtable, we can implement a workflow like the one shown in the diagram.
The first module retrieves new emails. Then, using the “Match pattern” text parser module, we can extract the necessary details from the email content. These extracted values can then be directly mapped to create a record in Airtable.
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Thank you for your replies. While I poured through Academy courses this weekend (all of Foundation, some in Basics, and some in Intermediate–thank you for mentioning that because it was all very helpful stuff), I’ve not come across anything resembling the use case I detailed above thus far.
I’m still unsure how to configure the text parser module. The reason why is because there isn’t a one to one match up between fields I need to fill out.
Each of the module’s asks for different things:
- Gmail wants me to pick a folder and filter type and choose criteria.
- Text parser wants me to input a pattern and text.
- Airtable wants me to input raw names and/or text(?) into record columns.
Because every email that’s sent will have different text/info in it, how do I tell each module which column to put which text in when dumping into Airtable?
Here’s an example of what one of these emails would look like:
To: My Email Address
From: My Email Address
Subject Line: Airtable BizFlow: Some kind of title to help me remember the topic.
Post Title: Title of article
Categories: BizFlow
Notes: An informational paragraph with an included link to more info on the topic.
Addendum question: can get/map functions work for this scenario?
Blueprint.json (33.2 KB)
If your input is exactly as you pasted, you can get it to workusing this pattern:
(To|From|Subject Line|Post Title|Categories|Notes):\s*(.+)$
Of course, in my Text Parser, I put the text exactly as you wrote it. Normally, you would map the values from Gmail.
You can also use the simpler Text parser, which gives this result:
L
I’m not sure what you mean when you say map the values from Gmail? Do you mean configure something more inside the Gmail Watch module?
I’ve not seen this style of code yet in the Academy courses: (To|From|Subject Line|Post Title|Categories|Notes):\s*(.+)$
^^^ What is it called so I can find the right course to learn more?
