Hello there! I'm trying to configure a Zap whose trigger is an email with attached documents. In the following steps, those documents need to be uploaded and sent to Claude to analyze them by using a promt that I created and make a report. The Zap finishes with the report sent to my email. The structure is as follows: 1. New email (trigger), 2. Filter conditions, 3. Upload File (Anthropic Claude), 4. Send message (Anthropic Claude) and 5. Send email. I tested the Zap (just in the editor) and published it but when I receive an email with the information that needs to be analyzed with Claude, after a couple of minutes, I received an email with no information, no report. When I tested the Zap on the editor, I can't use real documents and I believe that could be the problem but I am not sure. Does anyone knows how to fix this?
Zap is not working as expected when the trigger involves attached documents
+6- Zapier Solution Partner
Hey
There are lot of things that can be going wrong in your Zap. Please post screenshots of Data In, Data Out as well as how each Zap step is configured for us to have more context.
Some of the debugging you can try-
- Make sure that the dynamic mapping is correct
- See that the file is passing properly to Claude.
For live zap run, you can also check the Zap history page(https://zapier.com/app/history) to spot any issues there. Hope it helps!
PS: If you need more active help, I’m happy to connect through my Zapier Solution Partner page if you’d like to reach out here- https://zapier.com/partnerdirectory/automation-jinn
+14- Zapier Orchestrator & Solution Partner
Hi
How to use real Zap Runs as a Zap trigger example record:
Check your Zap Run history to see the DATA IN/OUT for each step to help you trace the data flow and troubleshoot: https://zapier.com/app/history/
If you need to hire help, there is a directory of Zapier Partners: https://zapier.com/partnerdirectory
+3- Zapier Solution Partner
Hello
Hey
There are lot of things that can be going wrong in your Zap. Please post screenshots of Data In, Data Out as well as how each Zap step is configured for us to have more context.
Some of the debugging you can try-
- Make sure that the dynamic mapping is correct
- See that the file is passing properly to Claude.
For live zap run, you can also check the Zap history page(https://zapier.com/app/history) to spot any issues there. Hope it helps!
PS: If you need more active help, I’m happy to connect through my Zapier Solution Partner page if you’d like to reach out here- https://zapier.com/partnerdirectory/automation-jinn
Hey
This is how my zap is structured and DATA IN / OUT of steps 3 and 4:
In step 4, Claude says: I'm sorry, but I need you to provide me with the documents or financial data so that I can perform the analysis. As an AI assistant, I don't have automatic access to files you've uploaded to your system. (It’s in Spanish because, for the moment, I need the zap working in that language).
Hello
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