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36We are a trade company that receives work orders from over 60 real estate agencies.
Currently the email rules look for key text in the body/subject and in the senders address and excludes emails with RE: in the subject.
Now that AI form processing is reading these workorders I only want to send the emails through for processing if the conditones for each client are met.
I have created spreadsheet that contains the search terms/fields required to correctly filter and forward emails depending on which company sent the email.
Would it be best practice to do a custom expression at the start of the flow that is looking for the company name in the email to then populate the dynamic custom expression of and/or/contains conditions by getting the row with that key and returning the fields as the dynamic variables?
Maybe something like:
Once email has been received...
1. IF body contains "Company ABC"
2. Get the values of the condition parameter from the spreadsheet for that company.
3. If body contains "work Order" or "new work order" or "purchase order" << values retrieved from the spreadsheet
4. AND IF subject line does not contain "Re"
5. Then flow can proceed.
6. Email output to email lookup field in spreadsheet for Company ABC
That's the general idea. Does it sound like the right methodology?
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