Parse Inbound Orders and Store in Google Sheets
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Automatically parse inbound order emails, extract details, and store them in a Google Sheet.
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About This Workflow
Overview
This workflow automates the processing of inbound order emails. It triggers when a new email with "Inbound Order" in the subject is received, uses an AI agent to parse the purchase order number, expected delivery date, and order lines (SKU and quantity), and then stores this structured data into a Google Sheet.
Key Features
- Gmail integration to trigger on specific emails.
- AI-powered parsing of email content for order details.
- Automatic extraction of Purchase Order (PO) number, expected delivery date, SKU, and quantity.
- Structured data output formatted for Google Sheets.
- Appends parsed order lines to a specified Google Sheet.
How To Use
- Set up Gmail Trigger: Configure your Gmail credentials and set the trigger to detect emails with "Inbound Order" in the subject.
- Configure AI Agent: Adapt the system message in the AI Agent node to accurately parse your specific email format for PO number, delivery date, and order lines (SKU, quantity).
- Set up OpenAI Chat Model: Ensure you have your OpenAI API credentials configured for the chat model.
- Configure Structured Output Parser: The provided JSON schema example should be sufficient if your AI agent output matches the expected structure.
- Set up Google Sheets Node: Provide your Google Sheet API credentials, specify the Document ID and Sheet Name (or GID), and ensure the column headers (PO_NUMBER, EXPECTED_DELIVERY DATE, SKU_ID, QUANTITY) match the expected output.
Apps Used
Workflow JSON
{
"id": "8bff66d5-b8ea-47e0-bccc-9f6fdc1b23cb",
"name": "Parse Inbound Orders and Store in Google Sheets",
"nodes": 0,
"category": "Googlesheets",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
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ID: 8bff66d5-b8ea...
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