diff --git a/resources/Summarize the open leads from Salesforce using IBM watsonx ai and send an email.yaml b/resources/Summarize the open leads from Salesforce using IBM watsonx ai and send an email.yaml index 52d87692..9b3f1ef4 100644 --- a/resources/Summarize the open leads from Salesforce using IBM watsonx ai and send an email.yaml +++ b/resources/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 index 27500ceb..40a78b81 100644 --- 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"] } ] -} \ No newline at end of file +}