Gmail EDI Automation for Sticky Note

• 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.

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.

• 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.