Hi! I am newbie and trying to learn zap. I am trying to build a zap that will be integrated to our Slack channel. What we basically want to do is get notified in our Slack channels when a new booking comes in for a same day session
Example: Booking shows up in our gmail account for a same day session
Booking Date: 12/8
Session Date: 12/8
When sessions like this is booked, we will be notified so we know that a same-day booking comes in.
Hello there! Hope you’re well.
The first thing that needs to be done in this kind of workflow is extract the date information. I’m not sure how the email is structured, but assuming it’s pretty consistent I’d be looking at a tool like AI by Zapier, or maybe a series of split text tools to extract the info out. Split text wouldn’t cost any tasks (as the formatter tool is free), but it wouldn’t be as elegant as the AI option.
Next, the Zap needs to know what day it is today. Gmail would have the date, but here’s another option for getting the current date into a Zap: https://help.zapier.com/hc/en-us/articles/8496275717261-Insert-the-time-your-Zap-runs-into-a-field
Whatever date option you choose - you’d need to use a formatter step to make sure that todays date is in the same format as the date you get from the email - Just using YYYY-DD-MM (or however the format is for you) would be best.
Then, you need to use a filter to compare the two dates.The filter has an option to compare dates and ensure they’re the same - which is what you’d like to do.
Then you would have the Slack step for sending the message to alert of a same day booking after the filter.
Let me know if you have any questions!
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