Sticky Note Automate

用于Sticky Note，自动化处理Gmail中的EDI邮件，提取订单信息并将其存储到Google Sheets中。支持返回订单和出库订单的分类，简化数据管理，提升工作效率。通过解析EDI消息，自动生成订单摘要，包括文档类型、文档编号、订单日期和总数量，确保数据准确无误。

7/8/2025
18 nodes
Complex
manualcomplexsticky notegooglesheetsgmailtriggergmailsplitoutadvancedlogicconditional
Categories:
Communication & MessagingComplex WorkflowManual TriggeredData Processing & Analysis
Integrations:
Sticky NoteGoogleSheetsGmailTriggerGmailSplitOut

Target Audience

  • Business Analysts: Looking to automate EDI message processing and streamline order management.
    - Supply Chain Managers: Need to efficiently handle order data and maintain accurate records in Google Sheets.
    - IT Professionals: Interested in automating workflows that involve email triggers and data parsing.
    - Small Business Owners: Want to simplify their order processing without extensive technical knowledge.

    • Problem Solved

    This workflow automates the processing of EDI messages received via Gmail, extracting crucial order information and storing it in Google Sheets. It eliminates manual data entry, reduces errors, and saves time, enabling businesses to focus on more strategic tasks.

    Workflow Steps

  • Step 1: Trigger Workflow
    The workflow is manually triggered by a new email in Gmail that contains the subject line with 'EDI'.

    - Step 2: Extract Email Body
    The email body is extracted from the triggered email, preparing it for parsing.

    - Step 3: Parse EDI Message
    The extracted body is parsed using a custom JavaScript function that breaks down the EDI message into structured data, including document type, document number, order dates, and line items.

    - Step 4: Store Order Information
    The parsed order information is stored in a structured format, ready for further processing.

    - Step 5: Conditional Logic
    The workflow checks the document type to determine if the order is a Return Order or Outbound Order.

    - Step 6: Append to Google Sheets
    Based on the order type, the relevant data is appended to the corresponding sheet in Google Sheets, ensuring all information is organized and accessible.

    - Step 7: Handle Line Items
    Line items are processed and flattened into a tabular format for easy record-keeping in Google Sheets.

    • Customization Guide

  • Adjust Email Trigger Settings:
    Users can modify the Gmail trigger settings to filter emails based on different criteria, such as specific senders or keywords.

    - Modify Parsing Logic:
    The JavaScript code used for parsing the EDI message can be customized to accommodate different EDI formats or additional data fields.

    - Change Google Sheets Configuration:
    Users can change the Google Sheets document ID and sheet names to direct the output to different sheets or documents as needed.

    - Add Additional Nodes:
    Users can integrate more nodes to enhance functionality, such as sending notifications via email or Slack after processing orders.