From 23e878f47f86453781eeb3313afb24033f92fff3 Mon Sep 17 00:00:00 2001 From: Karen Cameron Date: Mon, 25 Nov 2024 14:27:45 +0000 Subject: [PATCH] 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 --- ...ing IBM watsonx ai and send an email.yaml} | 21 +++++++++---------- 1 file changed, 10 insertions(+), 11 deletions(-) rename resources/{Summarize the open leads from Salesforce using IBM watsonx ai and send an email.yaml => Summarize the open leads from Salesforce using IBM watsonx ai and send an email.yaml} (93%) 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 similarity index 93% rename from resources/Summarize the open leads from Salesforce using IBM watsonx ai and send an email.yaml rename to resources/Summarize the open leads from Salesforce using IBM watsonx ai and send an email.yaml index 52d876920..27c92aa95 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 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: @@ -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: {}