This is my first automation attempt.
Overview:
I have two connected workflows:
Workflow 1 (Form Submission):
- A user fills out a form.
- The form data is passed to an AI Agent that generates a Google Doc based on the input.
- The AI Agent sends a follow-up email to the client requesting additional info.
- The data is also appended to a Google Sheet (
Sheet 1) usingEdit Fields.
Workflow 2 (Gmail Triggered):
- Triggered when the client replies to the follow-up email.
- I want to extract the sender’s email from the Gmail trigger.
- Then, I want to pull the corresponding row of client info from Sheet 1 (from Workflow 1).
- This info should populate a new row in Sheet 2.
- The pulled data is then passed to an AI Agent for analysis.
- A true/false (IF) node evaluates the AI’s response and routes it to different branches accordingly.
Problem:
- I’m struggling to access the client’s original form data (from Sheet 1) in Workflow 2.
- Even though the email match is working, I get
undefinederrors orno path back to nodewhen trying to reference the data in expressions. - I need help correctly pulling a full row of matched data from Sheet 1 into Workflow 2, so it can be used downstream (Doc creation, logic branching, etc.).
Goal:
Use the client’s reply (via Gmail trigger) to look up their original form submission in Sheet 1, extract all relevant fields, and feed that data into the rest of Workflow 2.
