This skill allows you to import email conversations from Outlook and add them as item updates.
Prerequisites
This skill assumes that there is an email address stored within a column for the item.
Email addresses must be stored in item columns of type Email or Text (not Person).
Sidekick prompt
This is a long one, but works well.
We query Outlook to collect conversations:
For any email addresses found in the item, look in Microsoft 365 Outlook and find email conversations.
For each email that was found (in date order)
- add the email as an update to the item
- include metadata (To:, From:, Subject:, Date/Time:) and the body of the email
- only add emails as updates if they have not previously been added as an update (check the sent date/time)
- add a link "View in Outlook" to the web url of the email in outlook to the bottom of the update
- add a combined sentiment analysis of the email subject and body content to the update.
And finally...
- update the columns for sentiment based on the latest email for current and all the emails for overall
Sidekick will find email addresses in item data, look in your Outlook for conversations with the email addresses found and then update monday.com, having digested the contents on the emails.
For each email discovered, it will:
- Add emails chronologically as updates
- Include metadata: recipient, sender, subject, and timestamp
- Include the message body
- Include an Outlook web link for each email
- Prevent duplicate entries by checking sent dates
- Perform sentiment analysis on subject and body content combined
It also updates sentiment columns reflecting the most recent email and overall sentiment across all communications.