Hi, I’d like to extract data from an excel file that comes as an e-mail attachment and add some of the information into a contract (word document) such as first name, last name, birth date, address etc… Can someone please describe how to do this or does anyone have a link to a respective post here? Thanks
Hello @Oktay_A and welcome to the Make Community!
To read in data from XLS, you can use CloudConvert module or upload the file to Google drive then download it as CSV to get it into a form you can work with. Before this, you’ll need to use appropriate modules to download the attachment from the email, depending on which email service you use.
Once you parse out the data you can use something like Microsoft Word Template Fill out a Document to create the Word Doc. I believe this Word Doc module outputs file data so you’ll then need somewhere to upload the new file, like OneDrive or Dropbox.
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Thank you, @Donald_Mitchell. I appreciate it. I am new to make.com. I have made some research in regards to my question, but I haven’t been able to find a proper answer so far. Your thoughts/ideas make totally sense to me and I’ll work on these. However, I also had the idea to watch some YouTube videos - maybe these will also help me to solve my issue. But the general procedure you are describing sounds very good to me. Thank you for that. Happy to give you an update on my progress. As I have just started, I also need to figure out how to take the steps you are describing below. I would like to read a bit about this, and I might come back to you, asking you some detail questions though. Thank you again and chat soon. Oktay
Hello @Oktay_A,
What you want to do here is a bit advanced for the first time working with Make.
I’d recommend checking out some Academy courses (which also contain videos) to learn some basics and grow from there. Check this out: 🟣 Make Academy: Course Overview
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