Hi, I am new to Zapier and perhaps this is easy-peasy.
Is it possible to auto sort emails or excel spreadsheet data so that as emails/data auto sort?
If it helps - please imagine people wanting a GROUP discussion (at least 2 people) on 1. a topic for 2.an age group on 3. a certain day of the week - and then linking them to a group of specialists, one of whom will be available to help (more likely more than one will be available to help, so there will need to be selection here. Either there is a selection process - first come first served? - or I have to select, or the group of people have to select the specialist. I am trying to solve the steps below first, but will need to solve this part as well. I’m sure it’s possible with automation, but ai don’t know how).
I want to create a form/email, that has 3 different options or columns. The form can come through to a spreadsheet (I know how to do this) or the email needs to be searchable and auto-tagged or sorted? (How?)
B. I then want to send out an calendar email invite (Doodle or similar) to those people who give the same answers in those 3 columns - individually or as a group.
C. And, the calendar invite (Or a separate one, after a date is chosen with the first group of people) needs to go out to match the group (at least 2 people) with a specialist (who responds, or is selected).
D. In addition, as there will be additional forms/emails coming in from other people with the same matches (topic, age, day) in real time, the same process needs to be repeated (in real time).
Essentially the automation is at the point of sorting form responses (or emails with different options selected) as they come in and sending group calendar invites out.
There will probably be more complications, but that’s it for now!
Any help with this puzzle, will be appreciated.
Best answer by nicksimardView original