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  • How to create fields from the body of outlook Email to be sent to Smartsheet and map correctly

When a new Outlook email comes in I want to be able to extract certain data points and map them to columns in Smartsheet. 

My first issue was transforming the the HTML email into text; which I figured out with the Formatter tool > Action event: Text > Transform: Convert HTML to Markdown text.  

Now I have one single output of the body of the email in plain text, but I need to grab and map specific data points within the email body to be able to input into Smartsheet columns fields. 

In the screenshot below I need to extract and map data to Smartsheet for each highlighted entry which is within the body of the email. 

 

Hi there @alysssa,

Welcome to the Community! 🎉

We have an Email Parser by Zapier app that can extract email data easily. I believe you can use Email Parser by Zapier as your trigger app to make your Zap more efficient.

You can learn more about that here: https://help.zapier.com/hc/en-us/articles/8496306000269-Set-up-your-Email-Parser-account-in-Zapier#1-sign-up-for-an-email-parser-account-0-1

Kindly give it a try and let me know how it goes? I'll keep an eye out for your response!

The issue with the email parser tool is I have to manually forward the email from outlook to the Zapier email. That defeats the point of automating this process unless im missing something.

Hi @alysssa,

You can turn on the auto forwarding in Microsoft Outlook to the Parser email: https://help.zapier.com/hc/en-us/articles/8496306000269-Set-up-your-Email-Parser-account-in-Zapier#7-optional-set-up-auto-forwarding-0-7

acdef41e58ea32d7a64c906decbf77a7.png
(view larger)

Hopefully, this helps.

Unfortunately, I do not have admin rights to Office and I can not have emails automatically fwd. Is there no other way to extract specific data from email text?

Hi ​@alysssa,

Thanks for getting back to me.

We can stick to using Formatter by Zapier. However, we might need to use multiple Formatter steps to extract the data that you’re looking for. We have a help article on how to extract data in Zaps here: https://help.zapier.com/hc/en-us/articles/8496312326285-Extract-data-in-Zaps

Hopefully, this helps.

 

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