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Building a flow to assign metadata to attachments based on email content

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Posted on by tlkamps

Hello all,

I am trying to build a flow that will take attachments off of an email and then assign metadata to the attachment based on the content of the email. I have already built the attachment part of this but I am struggling to figure out how to have the email read and assigning of metadata based on its content.

For instance if I was trying to assign date, name and document type (all of which are columns in this library) based on the first line of the email received. The email would contain that information in its first line (or subject) if thats easier in a format similar to this 12/31/2020-Fund A-Schedule A.

Anyone have any idea if this is something that is possible or have experience with this ?

Thanks,

Tyler

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tom_riha 10,187 Most Valuable Professional on at

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Hello @tlkamps ,

it's easier for sure to get the information from the email subject than from the email content. If you can guarantee that the email subject will always have the same format, e.g. date-fund-schedule (pieces separated by - character), you can use the split(...) expression on the subject to split it by that character

split([SubjectDynamicContent], '-')

That will give you an array with the - separated pieces, e.g.

[ "12/31/2020", "Fund A", "Schedule A" ]

and since it's an array, you can access it by the index in the array [x] starting from [0]:

split([SubjectDynamicContent], '-')[0] will give you "12/31/2020" split([SubjectDynamicContent], '-')[1] will give you "Fund A" split([SubjectDynamicContent], '-')[2] will give you "Schedule A"

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tlkamps 6 on at

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@tom_riha, thank you so much for the response here. This is exactly the type of logic that I was looking for. Based on that would I be able to build that into a flow that would take each of those and tag it as meta data to the attachment that came along with that same email?

Thanks,
Tyler

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