Skip to content

Commit

Permalink
Update and rename Summarize the open leads from Salesforce using IBM …
Browse files Browse the repository at this point in the history
…watsonx ai and send an email.yaml to Summarize the open leads from Salesforce using IBM watsonx ai and send an email.yaml
  • Loading branch information
CamK authored Nov 25, 2024
1 parent eea0e49 commit 23e878f
Showing 1 changed file with 10 additions and 11 deletions.
Original file line number Diff line number Diff line change
Expand Up @@ -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 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:
Expand Down Expand Up @@ -298,5 +297,5 @@ integration:
- variable: flowDetails
$ref: '#/flowDetails'
name: >-
Summarize the open leads from Salesforce using IBM watsonx ai and send an email
Summarize open leads from Salesforce by using IBM watsonx.ai and send an email
models: {}

0 comments on commit 23e878f

Please sign in to comment.