Draft occasion-specific greetings from a relationship notes sheet
At a glance
An AI agent checks a Sheets list of birthdays and anniversaries, uses relationship notes to personalize messages, and passes matching greetings to an email step. This workflow is listed under life, relationships, birthdays, email.
This workflow processes unread messages carrying a receipt label, extracts financial fields with OpenAI, stores attachments in Drive, and marks processed messages as read.
OpenAI categorizes submitted expenses and marks those needing approval, while the workflow records status in Sheets and sends managers details through Telegram and Gmail.
GPT-4o-mini summarizes resume PDFs linked from a candidate sheet, emails the interviewer a structured brief, and marks the row processed to avoid repeats.
The template computes property metrics from price, rent, and expenses, checks duplicate records, and uses Groq-hosted AI to prepare an explanatory email report.