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Question

Search the body of an email to see if there are any matches from an excel spreadsheet

  • 27 January 2024
  • 1 reply
  • 33 views

Hello,

I would like to know how to set up a process to trigger a notification if an email body has a specific word that matches a value from an excel sheet.

 

Context: I receive a lot of newsletters. I do not want to manually go through all these newsletters daily. Instead, I have an excel sheet with a long list of relevant company names and I would like to be notified if an email contains one of these names. There are too many names to set up a manual rule for each one.

 

What I’ve done so far and the obstacle: I have formatted the email to split the words so they can be looked up individually instead of using the whole email body as a lookup value when searching the spreadsheet. I have figured out how to check a single separated word against the spreadsheet, however I can’t figure out how to loop all remaining words through the same process. Maybe this approach is all together ineffective? 

 

Apologies if there is already another thread out there that discusses this, but I searched and couldn’t find one.

Thanks!

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1 reply

Userlevel 7
Badge +14

Hi @Elgolo 

This would be best solved using custom Code: https://zapier.com/apps/code/help

The concept would be to pull the Company names from the GSheet each time the Zap Runs, then have the Code step loop thru the Company names to see if it is included in the Email body.

 

If you need help, consider hiring a Certified Zapier Expert: https://zapier.com/experts/automation-ace