I need to extract basic data from credit clearing system to a table in monday - e.g. - Name, phone, total payment …
I do get an email for every deal with all the details so i was thinking it could be easy to extract the data from the mail.
but all the options i found the body text of the mail goes straight into the ‘update’ and the formulas are not working with the update section.
does anyone else met with a similar problem and has some possible solutions to this ?
Thanks
I have created solutions similar to this with Make. If you are inclined to create a custom solution, that would be my suggestion.
You could potentially save updates to a text column and use formulas to extract the information or just extract the information directly and save it directly to various columns. The complexity would depend primarily on the formatting of the email that is creating the update. If you can control that, then it would be quite easy.
Jim - The Monday Man (YouTube Channel)
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Hi @Nytai Extract marketplace app (see link below) extracts content from board updates. Currently we extract emails and sender names, and adds them to your board items so you can automate your CRM and helpdesk workflows without the need to manually copy and paste data.
No need to use integromat here.
Can you share more about your usecase so we can consider extracting other data? How does the email content looks like?
Thanks!
Jim,
I am attempting to create a custom solution on Make (my first) to achieve exactly what this user was also trying to achieve. In my case, an email from a vendor will enter my inbox at which point I would like certain data points to be extracted from the body of the email. These data points will be very specific and easy to identify. I would then like these data points to move to Monday and populate as columns in a newly created item in a specific group on my board.
Would this be possible in your estimation?
Yes, it would be possible and I applaud your ambition. This will not be the easiest first Make project. But it can be done.
Jim - The Monday Man
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Would you recommend any interfacing apps that could extract the data from the email? I am assuming I will need a three step flow, and not just the GMail and Monday interfaces.
That depends on the details of what you are looking to extract. In general, I would start with the text parser and/or replace() function using regular expressions.
Jim - The Monday Man
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What is Make & How can it help you with monday?