Sticky Note Automate

For Sticky Note, automate the processing of inbound order emails by extracting key details like purchase order numbers, expected delivery dates, and order lines. This workflow integrates with LangChain and Google Sheets to efficiently store and manage order information, ensuring timely and accurate order fulfillment.

7/8/2025
12 nodes
Complex
manualcomplexsticky notelangchaingooglesheetsgmailtriggeradvancedlogicconditional
Categories:
Communication & MessagingComplex WorkflowManual TriggeredData Processing & Analysis
Integrations:
Sticky NoteLangChainGoogleSheetsGmailTrigger

Target Audience

Target Audience


- E-commerce Managers: Need to process inbound orders efficiently.
- Logistics Coordinators: Require timely updates on expected delivery dates and order details.
- Small Business Owners: Want to automate repetitive email processing tasks.
- Data Analysts: Interested in extracting and analyzing order data from emails.

Problem Solved

Problem Solved


This workflow automates the extraction of order details from inbound emails. It addresses common issues such as:
- Manual data entry errors when processing orders.
- Delays in retrieving expected delivery dates and SKU information.
- Inefficient tracking of purchase orders leading to potential stock shortages or delivery issues.

Workflow Steps

Workflow Steps


1. Email Trigger: The workflow starts when a new email is received in Gmail, specifically looking for the subject containing "Inbound Order".
2. Condition Check: The workflow checks if the email subject meets the criteria for processing.
3. AI Processing: If the condition is met, the email content is sent to an AI Agent which extracts:
- Purchase Order Number (e.g., PO45231)
- Expected Delivery Date (formatted to ISO standards)
- Order Lines including SKU IDs and quantities.
4. Data Formatting: The extracted order lines are formatted into a structured output suitable for storage.
5. Google Sheets Integration: The structured data is then appended to a specified Google Sheet, allowing for easy tracking and management of orders.

Customization Guide

Customization Guide


- Gmail Integration: Update the Gmail trigger node with your API credentials to ensure it connects to your email account.
- AI Agent Settings: Customize the system message in the AI Agent node to reflect the specific format and details of your emails.
- Google Sheets Configuration: Modify the Google Sheets node to point to your desired spreadsheet and adjust column names as necessary.
- Testing: Use the provided sample email format to test the workflow before going live, ensuring everything functions as expected.