Hi @Beka
Try using a Lookup Table:
Can you expand on this? I have 11 different clients with their own google drive folders and each of them contain 4 main folders (MAF,IPC,WIR,RFI) and in each of them there are different contractors. is there any way to automate process, i receive an email with an attachment which for example is named “Client-MAF-Contractor” I need this to be moved to that specific clients MAF folder and to specific contractor folder. how can i automate process by using lookup table do you have any suggestions?
Thank you
@Beka
Can you outline a specific example for us to have more context?
We would need to see the file name and the matching GDrive Folders.
You may need to use a Formatter > Text > Split (return as separate fields) to isolate the parts of the file name to then use to search by for GDrive Folders.
The trigger for zap would be new attachment from gmail (from one specific email)
New attachment has name as follows: our company name-client-document type (ex. WIR)-contractor name-discipline-revision-grade, every one of them has 2, 3 or 4 letter abbreviation so for example:
LMK-GTC-WIR-ANJ-CIV-001-Rev00.pdf from this example I need to sort buy Client (GTC), Document type (WIR), and contractor (ANJ) i need this attachment to move to GTC’s folder > WIR folder > ANJ’s folder.
now i am guessing the workflow will be something like this:
- trigger new attachment on gmail
- filter by name the document type maybe using paths (WIR,IPC,MAF,RFI)
- find a folder on Gdrive by client name (GTC) and contractor name (ANJ) (lookup table?)
- move a file to that specific folder
Now i understand that layout should be something like this but i don’t understand how lookup table could be used or how finding a folder could be used (so basically steps 3 and 4)
Gdrive folder is as follows
company abbreviation > 10 QC > 05 WIR’s > 02 contractor name > 00 Submissions
every client folder as the same numbering in the beginning (10 is for QC, 05 is for WIR’s, 02 is for contractor, 00 is for submissions) so i am guessing i could use that to my advantage.