Automate Email Data Extraction to Excel
Budget: $30 – $250 USD
I receive customer information either as a formatted table in the email body or as an attached Excel file, and I need every name and piece of contact information routed into one clean spreadsheet without manual copy-and-paste. I haven't decided where to host the email inbox, but I can setup wherever works best.
What I need from you is a practical, dependable AI-driven solution—this could be a native add-in, an Apps Script, Power Automate flow with AI Builder, a Zapier/OpenAI combo, or any equivalent approach you trust. The key requirement is that it can:
• Detect incoming messages (or run on a scheduled weekly batch if real-time triggers aren’t feasible)
• Parse both inline HTML tables and .xlsx attachments for the names and contact details
• Append the extracted fields to a master Excel or Google Sheet in an organized, deduplicated format
Deliverables I expect are the working automation, brief setup documentation, and a quick hand-off call or video walkthrough so I can keep it running after deployment.
What I need from you is a practical, dependable AI-driven solution—this could be a native add-in, an Apps Script, Power Automate flow with AI Builder, a Zapier/OpenAI combo, or any equivalent approach you trust. The key requirement is that it can:
• Detect incoming messages (or run on a scheduled weekly batch if real-time triggers aren’t feasible)
• Parse both inline HTML tables and .xlsx attachments for the names and contact details
• Append the extracted fields to a master Excel or Google Sheet in an organized, deduplicated format
Deliverables I expect are the working automation, brief setup documentation, and a quick hand-off call or video walkthrough so I can keep it running after deployment.
Related categories:
PHP
Data Processing
Excel
Software Architecture
Google App Engine
Data Extraction
Google Sheets
Automation