Update Summarize the open leads from Salesforce using IBM … (#497)

* Update and rename Summarize the open leads from Salesforce using IBM watsonx ai and send an email.yaml to Summarize the open leads from Salesforce using IBM watsonx ai and send an email.yaml * Rename Summarize the open leads from Salesforce using IBM watsonx ai and send an email.yaml to Summarize the open leads from Salesforce using IBM watsonx ai and send an email.yaml * Update Summarize the open leads from Salesforce using IBM watsonx ai and send an email.yaml * Update template-metadata.json * Rename Summarize the open leads from Salesforce using IBM watsonx ai and send an email.yaml to Summarize open leads from Salesforce by using IBM watsonx.ai and send an email.yaml * Rename Summarize the open leads from Salesforce using IBM watsonx ai and send an email_instructions.md to Summarize open leads from Salesforce by using IBM watsonx.ai and send an email_instructions.md * Update Summarize open leads from Salesforce by using IBM watsonx.ai and send an email.yaml * Update template-metadata.json * Rename Summarize open leads from Salesforce by using IBM watsonx.ai and send an email.yaml to Summarize the open leads from Salesforce using IBM watsonx ai and send an email * Rename Summarize the open leads from Salesforce using IBM watsonx ai and send an email to Summarize the open leads from Salesforce using IBM watsonx ai and send an email.yaml * Rename resources/markdown/Summarize open leads from Salesforce by using IBM watsonx.ai and send an email_instructions.md to resources/Summarize the open leads from Salesforce using IBM watsonx ai and send an email_instructions.md * Rename resources/Summarize the open leads from Salesforce using IBM watsonx ai and send an email_instructions.md to resources/markdown/Summarize the open leads from Salesforce using IBM watsonx ai and send an email_instructions.md
ot4i · Dec 3, 2024 · 20d4a61 · 20d4a61
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diff --git a/...rces/Summarize the open leads from Salesforce using IBM watsonx ai and send an email.yaml b/...rces/Summarize the open leads from Salesforce using IBM watsonx ai and send an email.yaml
@@ -181,23 +181,22 @@ integration:
                           mappings:
                             - input:
                                 template: >-
-                                  Summarise the given open uncontacted list of
+                                  Summarize the list of open, uncontacted
                                   lead records:
                                   {{$SalesforceRetrieveleads.{'Name':Name,
                                   'Title': Title, 'Company': Company,
                                   'Email':Email,  'Lead Creation Date':
                                   CreatedDate} }}  for {{$Foreach2item.Name}}.
-                                  For context the list provided above contains
-                                  details of customers that need to be reached
-                                  out, and {{$Foreach2item.Name}} is the owner
-                                  and needs to reach out, so write a summary for
-                                  {{$Foreach2item.Name}} so they can get started
-                                  asap. Consider only the data and fields that
+                                  For context, the provided list contains
+                                  details of customers who need to be contacted, and {{$Foreach2item.Name}} is the owner
+                                  who needs to contact them. So, write a summary for
+                                  {{$Foreach2item.Name}} so that the owner can start
+                                  as soon as possible. Consider only the data and fields that
                                   are mentioned in the list and display them
-                                  clearly in a numbered list, show the 'lead
+                                  clearly in a numbered list. Show the 'lead
                                   creation date' in a user readable format
-                                  (DD/MM/YYYY) and segregate the entries per
-                                  lead record, no salutations/addressing at the
+                                  (DD/MM/YYYY) and separate the entries per
+                                  lead record, with no salutations at the
                                   end and no hints of previous responses and
                                   prompts.
                             - model_id:

diff --git a/resources/template-metadata.json b/resources/template-metadata.json
@@ -3592,7 +3592,7 @@
  },
  {
     "name": "Summarize the open leads from Salesforce using IBM watsonx ai and send an email",
-    "description": "Use this template to send a scheduled mail to a salesforce user with a summary of their open, not contacted, and unread leads using IBM watsonx.ai.",
+    "description": "Use this template to send a scheduled email to a Salesforce user with a summary of their open, not contacted, and unread leads by using IBM watsonx.ai.",
     "summary": "Scheduler to 3 applications",
     "sourceApp": "streaming-connector-scheduler",
     "targetApps": ["salesforce", "ibmwatsonxai", "gmail"],
@@ -3780,4 +3780,4 @@
    "offerings": ["app connect professional"]
 }
 ]
-}
+}