EMAIL FILE INTAKE · Workflow idea
Use a selected email attachment as the source for a spreadsheet of records. Keep the message and file context available, check what the attachment contains, and give a data owner a chance to verify the resulting rows before they are used or shared.
01 / The starting point
A selected incoming email containing a JSON file with records
“Read the chosen attachment, organize its records in a spreadsheet, and hold the result for review before further use.”
02 / The work
Helps teams turn records received as an email attachment into a familiar tabular view for review and follow-up.
Confirm the intended message and identify the JSON file that contains the records.
Review the message context, expected record type, and whether the attached file is appropriate to process.
Place the selected information into readable columns while retaining the original field names where useful.
Have a data owner check representative records, missing values, and information that should not be broadly visible.
Confirm the spreadsheet, its access, and whether the records are ready for the intended team to use.
03 / The result
A spreadsheet containing the attachment’s records, with the source email available for a person to check.
Email · Example outcome
A spreadsheet containing the attachment’s records, with the source email available for a person to check.
An unexpected email or attachment can contain inaccurate or sensitive information. Verify the sender, file, records, and spreadsheet access before relying on or sharing the imported content.
04 / Make it yours
A few choices shape the work around your team.
Define how the team identifies relevant messages and the expected attachment name or record type.
Decide how record fields appear, what happens when values are missing, and which details should be excluded.
Choose a restricted spreadsheet destination and name who verifies the message and imported records.
Try a representative file, an unrelated attachment, and incomplete records; confirm unusual cases remain clear for review.
Keep exploring
Gather files attached to selected incoming messages and prepare them for an approved shared folder, with a person checking the files and destination first.