Send Email Summary to User

Is there a way to edit the summary email that is sent via the Send Email Summary to User action?


It would be nice to add a universal email signature and slightly edit the formatting.

Thx
~Ned

You can do it in the prompt itself. Tell the Pickaxe to formulate a summary in a particular way and it will do it.

I already tried adding a modified original action prompt and added it as in the screenshot.

Tested it several times, but I kept on getting the same default results.

@ned_rvth I’m using Make to have a more granular control of how email are structured (plus handling errors)

I’m beginning to see how make can solve this issue now. I already made successful automation for Google forms with Google chat webhooks and email notification. I think I can replicate it for this case.

Will update the thread with results soon.

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Yes, currently you have to do this all through prompting in the trigger prompt or in the role box. If you explain in detail what you want, the AI will do its best to follow your instructions.

@ned_rvth let me know if you need any help

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will do, Andrea. Many thanks :boom:

I revised the prompt multiple times and tested with different LLM models. Eventually I settled on GPT-4o since it provided the best results in general (taking the outcome of other connected actions to this specific bot), but the final result for the email is not presentable.


The bot is just not understanding the prompt and is placing the email signature in the chat and ignores the direction that directs it to send it at the end of the email (see attached screenshot for reference). Also, it’s redundant.

@ned_rvth that’s why you need to use Make if you want consistent email every single time

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I have an idea of how I would map it out based on the previous template to retrieve order status data. But not sure how to continue… Do I need a dedicated action code for this action as well?

@ned_rvth

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Hey Andrea, thank you making this. You’re a legend :sunglasses:

Thx

How to make the webhook receive and populate the action inputs?


Is my code good?

I managed to fix this issue using chatGPT-4o and Albato instead of Make (it definitely works with Make too). Currently, Albato has a nice Black Friday deal.

The core bot prompt needs some revision as it’s causing the AI to send a wonky summary. But this way you can get a stable webhook setup.

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