I have activated the outlook in my quick suite integration, however while building prompt based quick automate, the agent is not building the right steps and always the validation fails. I need the automate to perform the following actions.
Access email coming from a user in a specific folder
open the attachment to group the values based on a column
select the unique column values to copy
draft the email to specific email mentioned in the corresponding column of the rows.
Is there any complete documents available for these automation areas.
It is not the exact scenario that you have described but I think it will get you most of the way there. Check it out and let me know if you have any more questions!
Just checking back in since we haven’t heard from you in a bit. I wanted to see if the guidance shared earlier helped resolve your question, or if you found a solution in the meantime.
If you still have any additional questions related to your initial post, feel free to share them. Otherwise, any update you’re able to provide within the next 3 business days would be helpful for the community.
Since I haven’t received any further updates from you, I’ll treat this inquiry as complete for now. If you have any additional questions, feel free to create a new post in the community and link this discussion for context.