Expand sub-item automations with email forwarding

Feature requests
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1

My company created a CRM board to track communications with partners. The parent item is the partner, and subitems are individual communications (email, phone call, meeting, etc…).

We are currently forwarding partner emails to the parent item. (Yes, yes, I know there is a CRM platform and Emails & Activities add ons but we aren’t using those.)

I’ve set up an automation so that every update/email to the parent item creates a new subitem. This automation works.

However, we also want to assign the SUB-item POC as the person the person who triggered the email. This does not work. Instead, the automation assigns me as every single sub-item POC, regardless of who emailed, because I created the automation.

There is not an option to accurately assign the creator as the sub-item POC. I already reach out to support, and they confirmed the automations don’t allow this at this point.

Which means my colleagues and I are back to a lot more manual input…would love for something like this to be possible!

2

Hello Jenn

Welcome to the Monday Community

we can create a custom automation script that identifies the email sender and dynamically assigns the subitem POC. We’ll utilize the platform’s API to extract the sender information from the email and map it to the respective user.

  • Extract the sender’s email from the incoming email update.
  • Match the sender’s email to the corresponding user in the system.
  • Use the API to update the subitem with the correct POC.