activities
latest
false
- Overview
- Act! 365
- ActiveCampaign
- Adobe Acrobat Sign
- Adobe PDF Services
- Amazon Bedrock
- Release Notes
- About the Amazon Bedrock activity package
- Project compatibility
- Intelligent Data Insights Using Google Sheets and AWS Bedrock
- Amazon Connect
- Amazon Polly
- Amazon SES
- Amazon Transcribe
- Anthropic Claude
- Asana
- AWeber
- Azure AI Document Intelligence
- Azure Maps
- BambooHR
- Box
- Release notes
- About the Box activity package
- Project compatibility
- Add Shared Link to File
- Add Shared Link to Folder
- Search for Content
- Cancel Sign Request
- List Sign Requests
- Create Sign Request
- Resend Sign Request
- Copy File
- Delete File
- Download File
- Get File Info
- Get Folder Items
- Upload File
- Copy Folder
- Create Folder
- Delete Folder
- Delete Record
- Get Record
- Insert Record
- Replace Record
- List All Records
- Brevo
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- Campaign Monitor
- Cisco Webex Teams
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- Google Vertex
- Google Vision - Preview
- GoToWebinar
- Release Notes
- About the GoToWebinar activity package
- Project Compatibility
- Delete Webinar
- Get Webinar
- Get Webinar Meeting Times
- Get Webinar Registrant
- Get Webinar Start URL
- List Account Webinars
- List All In Session Webinars
- List All Webinar Attendees
- List All Webinar Registrants
- List All Webinars
- Quick Create Webinar
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- Search Recording Assets
- Delete Record
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- List Records
- API References
- Greenhouse
- Hootsuite
- HTTP Webhook
- Hubspot CRM
- HubSpot Marketing
- iContact
- Insightly CRM
- Intercom
- Jira
- Release notes
- About the Jira activity package
- Project compatibility
- Create Issue
- Add Issue Attachment
- Download Issue Attachment
- Get Instance Details
- Add Comment
- Get Comments
- Get Issue
- Search Issues by JQL
- Update Issue
- Update Issue Assignee
- Find User by Email Address or Display Name
- Update Issue Status
- Delete Record
- Get Record
- Insert Record
- List All Records
- Replace Record
- Upsert Record
- Invoke Operation
- Delete Issue
- Event Trigger
- Keap
- Klaviyo
- LinkedIn
- Mailchimp
- Mailjet
- MailerLite
- Mailgun
- Marketo
- Microsoft Azure OpenAI
- Microsoft Dynamics CRM
- Microsoft Sentiment
- Microsoft Teams
- Release Notes
- About the Microsoft Teams activity package
- Project compatibility
- Create Channel
- Invite Member to Channel
- List All Channels
- Send Individual Chat Message
- Reply to Channel Message
- Create Online Teams Meeting
- Send Channel Message
- Send Group Chat Message
- Get Channel by Name
- Get Individual Chat
- Get Team by Name
- Invite User to Team
- List All Channel Messages
- List All Chat Messages
- List All Team Members
- Get Online Teams Meeting
- List All Recordings
- List All Transcripts
- Download Meeting Transcript/Recording
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- Insert Record
- Update Record
- Get Record
- Delete Record
- Technical references
- Microsoft Translator
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- Miro
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- Oracle Eloqua
- Oracle NetSuite
- Release Notes
- About the Oracle NetSuite activity package
- Project Compatibility
- Delete Record
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- Insert Record
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- Update Record
- Create Basic Company Customer
- Create Basic Company Vendor
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- Create Basic Individual Vendor
- Create Basic Support Case
- Update Basic Company Customer
- Update Basic Company Vendor
- Update Basic Contact
- Update Basic Individual Customer
- Update Basic Individual Vendor
- Update Basic Support Case
- Customer Created
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- Record Created
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- Support Case Raised
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- Vendor Created
- Vendor Updated
- PagerDuty
- Paypal
- PDFMonkey
- Pinecone
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- QuickBooks Online
- Quip
- Salesforce
- Release Notes
- About the Salesforce activity package
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- Create Account
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- Create Contact
- Update Contact
- Create Lead
- Update Lead
- Create Opportunity
- Upload File
- Download File
- Search Records
- Get Opportunity
- Get Lead
- Get Contact
- Get Account
- Add File to Record
- Create Bulk Upload Job
- Get Bulk Job Info
- Starts or Aborts Bulk Job
- Download SOQL Bulk Job Results
- Download Unprocessed Records of Bulk Upload
- Create Bulk Download Job Using SOQL
- Search Using String
- Get Object Fields
- Insert Record
- Get Record
- Delete Record
- Update Record
- List All Records
- Salesforce Marketing Cloud
- SAP BAPI - Preview
- SAP Cloud for Customer
- SAP Concur
- SendGrid
- ServiceNow
- Release Notes
- About the ServiceNow activity package
- Project Compatibility
- Troubleshooting
- Create New Incident
- Create Incident Task
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- Update Incident
- Add Attachment
- Download Attachment
- Get Incident Task
- Get Attachment
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- List All Incident Tasks
- Update Incident Task
- When an Event Happens
- Delete Attachment
- Delete Record
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- Update Record
- Incident Created
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- Incident Task Created
- Incident Task Updated
- Record Created
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- Shopify
- Slack
- Release Notes
- About the Slack activity package
- Project compatibility
- Create Channel
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- Remove User from Channel
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- Create User Group
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- Set Channel Topic
- Join Channel
- Archive Channel
- Create Group Direct Message
- Get Channel Info
- Button Clicked
- Troubleshooting
- SmartRecruiters
- Smartsheet
- Release notes
- About the Smartsheet activity package
- Project compatibility
- Attach URL to Sheet
- Add Column
- Update Column
- Add Row
- Update Row
- Get Sheet
- List All Sheets
- Attach File to Comment
- Search Everything
- Update Sheet
- Create Sheet from Template
- Send Sheet Via Email
- List All Folders
- Download Attachment
- Attach File to Row
- Attach URL to Row
- Attach File to Sheet
- List All Workspaces
- List All Attachments
- Delete Row
- Download Sheet
- Search Sheets
- Insert Record
- Get Record
- List All Records
- Delete Record
- Snowflake
- Stripe
- Sugar Enterprise
- Sugar Professional
- Sugar Sell
- Sugar Serve
- TangoCard
- Todoist
- Trello
- Twilio
- UiPath GenAI Activities
- IBM WatsonX
- WhatsApp Business
- WooCommerce
- Workable
- Workday
- Workday REST - Preview
- X (formerly Twitter)
- Xero
- Release notes
- About the Xero activity package
- Project compatibility
- Create Contact
- List All Contacts
- Add Attachment to Contact
- Get Balance Sheet Report
- Get BAS Report
- Get GST Report
- Get Bank Summary Report
- Get Aged Receivables by Contact Report
- Get Attachments of a Contact
- Get Budget Summary Report
- Get Profit and Loss Report
- Get Trial Balance Report
- Get Executive Summary Report
- Get Aged Payables by Contact Report
- List Reports
- Delete Record
- List All Records
- Get Record
- Insert Record
- Replace Record
- Youtube
- Zendesk
- Zoho Campaigns
- Zoho Desk
- Zoho Mail
- Zoom
- ZoomInfo
Intelligent Data Insights Using Google Sheets and AWS Bedrock
Integration Service Activities
Last updated Oct 21, 2024
Intelligent Data Insights Using Google Sheets and AWS Bedrock
Applications: Google Sheets, AWS Bedrock, Gmail
Description: This automation initiates when a new sheet is created in a Google Sheets Spreadsheet that contains annual business metrics. Once the metrics are completed (year-end), a temporary data table is created and fed to AWS Bedrock where a foundational large language model (Anthropic Claude) can identify data insights that can be used for future forecasting and/or further analysis and inquiry. The result is sent to a user via email.
- Open Studio Web and create a new
project. In the How to start the automation field, select Event
based. You are presented with a window that enables you to search for
the trigger you want to start the automation with. Navigate to Google Workspace > Sheet
Created.
- Next, add a Google Workspace > Read Range activity and indicate where the Annual Sales were recorded in the worksheet.
-
- You can use a spreadsheet sample to give the robot a template to use in order to effectively indicate the range.
- Next add a Control: Output Data Table activity in
order to take the Read Range output and turn it into a string/CSV so that
the model can interpret the data effectively.
- Add an AWS Bedrock:‘Get Text Completion Using
Anthropic’ activity (or use any of the other Bedrock models
available).
- For the prompt, make sure
to be very specific about what you want the model to return both in
terms of format and content. Note that this example asks the model to
return formatted HTML. That will be very useful for including rich
format in the subsequent email activity. Since each model is somewhat
different in terms of preferred syntax and strength, make sure to go
through a few iterations and testing before settling on something.
- For the prompt, make sure
to be very specific about what you want the model to return both in
terms of format and content. Note that this example asks the model to
return formatted HTML. That will be very useful for including rich
format in the subsequent email activity. Since each model is somewhat
different in terms of preferred syntax and strength, make sure to go
through a few iterations and testing before settling on something.
- Finally, use a Gmail: Send Email
activity to send the data insights that are returned from the large language
model.
- For the body of the email, you
can use a
System.Web.HttpUtility.HtmlDecode
function to take the HTML formatted output from the model and include the rich formatted text in your output. You can also link the Google Sheet to the email using a variable as shown in the example below.