From 23e878f47f86453781eeb3313afb24033f92fff3 Mon Sep 17 00:00:00 2001 From: Karen Cameron Date: Mon, 25 Nov 2024 14:27:45 +0000 Subject: [PATCH 01/12] 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: {} From 6dd921631ff9a2e9a97339b390e7a18ebb29addb Mon Sep 17 00:00:00 2001 From: Karen Cameron Date: Mon, 25 Nov 2024 14:55:43 +0000 Subject: [PATCH 02/12] 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 --- ...s from Salesforce using IBM watsonx ai and send an email.yaml} | 0 1 file changed, 0 insertions(+), 0 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} (100%) 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 100% 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 From e1b00bb8d729280e1aef29b40eef41992973d24b Mon Sep 17 00:00:00 2001 From: Karen Cameron Date: Mon, 25 Nov 2024 15:09:10 +0000 Subject: [PATCH 03/12] Update Summarize the open leads from Salesforce using IBM watsonx ai and send an email.yaml --- ...rom Salesforce using IBM watsonx ai and send an email.yaml | 4 ++-- 1 file changed, 2 insertions(+), 2 deletions(-) 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 27c92aa95..cca90a063 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 @@ -189,8 +189,8 @@ integration: CreatedDate} }} for {{$Foreach2item.Name}}. 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 + 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 From 84c0045cf060989ab1a3575e1962713e95840cdf Mon Sep 17 00:00:00 2001 From: Karen Cameron Date: Mon, 25 Nov 2024 15:24:56 +0000 Subject: [PATCH 04/12] Update template-metadata.json --- resources/template-metadata.json | 6 +++--- 1 file changed, 3 insertions(+), 3 deletions(-) diff --git a/resources/template-metadata.json b/resources/template-metadata.json index 27500ceb7..a33493254 100644 --- a/resources/template-metadata.json +++ b/resources/template-metadata.json @@ -3591,8 +3591,8 @@ "offerings": ["app connect professional"] }, { - "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.", + "name": "Summarize open leads from Salesforce by using IBM watsonx.ai and send an email", + "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 +} From ee27cf64dc4563e0597ab8d9bced4546b1d88b34 Mon Sep 17 00:00:00 2001 From: Karen Cameron Date: Mon, 25 Nov 2024 15:26:27 +0000 Subject: [PATCH 05/12] 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 --- ...rom Salesforce by using IBM watsonx.ai and send an email.yaml} | 0 1 file changed, 0 insertions(+), 0 deletions(-) rename resources/{Summarize the open leads from Salesforce using IBM watsonx ai and send an email.yaml => Summarize open leads from Salesforce by using IBM watsonx.ai and send an email.yaml} (100%) diff --git a/resources/Summarize the open leads from Salesforce using IBM watsonx ai and send an email.yaml b/resources/Summarize open leads from Salesforce by using IBM watsonx.ai and send an email.yaml similarity index 100% rename from resources/Summarize the open leads from Salesforce using IBM watsonx ai and send an email.yaml rename to resources/Summarize open leads from Salesforce by using IBM watsonx.ai and send an email.yaml From 4df6abf6fc0541c4e9c62c91a2a5e75f75ce655c Mon Sep 17 00:00:00 2001 From: Karen Cameron Date: Mon, 25 Nov 2024 15:27:53 +0000 Subject: [PATCH 06/12] 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 --- ...rce by using IBM watsonx.ai and send an email_instructions.md} | 0 1 file changed, 0 insertions(+), 0 deletions(-) rename resources/markdown/{Summarize the open leads from Salesforce using IBM watsonx ai and send an email_instructions.md => Summarize open leads from Salesforce by using IBM watsonx.ai and send an email_instructions.md} (100%) diff --git a/resources/markdown/Summarize the open leads from Salesforce using IBM watsonx ai and send an email_instructions.md b/resources/markdown/Summarize open leads from Salesforce by using IBM watsonx.ai and send an email_instructions.md similarity index 100% rename from resources/markdown/Summarize the open leads from Salesforce using IBM watsonx ai and send an email_instructions.md rename to resources/markdown/Summarize open leads from Salesforce by using IBM watsonx.ai and send an email_instructions.md From 26f6a1c2e93a2db586ec9102115be94ad9e48afd Mon Sep 17 00:00:00 2001 From: Karen Cameron Date: Mon, 2 Dec 2024 13:36:52 +0000 Subject: [PATCH 07/12] Update Summarize open leads from Salesforce by using IBM watsonx.ai and send an email.yaml --- ...om Salesforce by using IBM watsonx.ai and send an email.yaml | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/resources/Summarize open leads from Salesforce by using IBM watsonx.ai and send an email.yaml b/resources/Summarize open leads from Salesforce by using IBM watsonx.ai and send an email.yaml index cca90a063..9b3f1ef4d 100644 --- a/resources/Summarize open leads from Salesforce by using IBM watsonx.ai and send an email.yaml +++ b/resources/Summarize open leads from Salesforce by using IBM watsonx.ai and send an email.yaml @@ -297,5 +297,5 @@ integration: - variable: flowDetails $ref: '#/flowDetails' name: >- - Summarize open leads from Salesforce by using IBM watsonx.ai and send an email + Summarize the open leads from Salesforce using IBM watsonx ai and send an email models: {} From aef5d696f5f727714f5c2d222f17df0d0c13485f Mon Sep 17 00:00:00 2001 From: Karen Cameron Date: Mon, 2 Dec 2024 13:37:49 +0000 Subject: [PATCH 08/12] Update template-metadata.json --- resources/template-metadata.json | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/resources/template-metadata.json b/resources/template-metadata.json index a33493254..40a78b811 100644 --- a/resources/template-metadata.json +++ b/resources/template-metadata.json @@ -3591,7 +3591,7 @@ "offerings": ["app connect professional"] }, { - "name": "Summarize open leads from Salesforce by using IBM watsonx.ai and send an email", + "name": "Summarize the open leads from Salesforce using IBM watsonx ai and send an email", "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", From 7839f4b64c57993b65ddaf2c76c879240adc21eb Mon Sep 17 00:00:00 2001 From: Karen Cameron Date: Mon, 2 Dec 2024 13:46:20 +0000 Subject: [PATCH 09/12] 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 --- ... leads from Salesforce using IBM watsonx ai and send an email} | 0 1 file changed, 0 insertions(+), 0 deletions(-) rename resources/{Summarize open leads from Salesforce by using IBM watsonx.ai and send an email.yaml => Summarize the open leads from Salesforce using IBM watsonx ai and send an email} (100%) diff --git a/resources/Summarize open leads from Salesforce by 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 similarity index 100% rename from resources/Summarize open leads from Salesforce by 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 From c15baf95924d4ddefbb9126d313be44f1a1a14b8 Mon Sep 17 00:00:00 2001 From: Karen Cameron Date: Mon, 2 Dec 2024 13:47:59 +0000 Subject: [PATCH 10/12] 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 --- ...s from Salesforce using IBM watsonx ai and send an email.yaml} | 0 1 file changed, 0 insertions(+), 0 deletions(-) rename resources/{Summarize the open leads from Salesforce using IBM watsonx ai and send an email => Summarize the open leads from Salesforce using IBM watsonx ai and send an email.yaml} (100%) diff --git a/resources/Summarize the open leads from Salesforce using IBM watsonx ai and send an email b/resources/Summarize the open leads from Salesforce using IBM watsonx ai and send an email.yaml similarity index 100% rename from resources/Summarize the open leads from Salesforce using IBM watsonx ai and send an email rename to resources/Summarize the open leads from Salesforce using IBM watsonx ai and send an email.yaml From fb35e40dab06a4d6702b2d9d0ee1b8c3d260bbdc Mon Sep 17 00:00:00 2001 From: Karen Cameron Date: Mon, 2 Dec 2024 13:51:06 +0000 Subject: [PATCH 11/12] 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 --- ...sforce using IBM watsonx ai and send an email_instructions.md} | 0 1 file changed, 0 insertions(+), 0 deletions(-) rename resources/{markdown/Summarize open leads from Salesforce by using IBM watsonx.ai and send an email_instructions.md => Summarize the open leads from Salesforce using IBM watsonx ai and send an email_instructions.md} (100%) diff --git a/resources/markdown/Summarize open leads from Salesforce by using IBM watsonx.ai and send an email_instructions.md b/resources/Summarize the open leads from Salesforce using IBM watsonx ai and send an email_instructions.md similarity index 100% rename from resources/markdown/Summarize open leads from Salesforce by using IBM watsonx.ai and send an email_instructions.md rename to resources/Summarize the open leads from Salesforce using IBM watsonx ai and send an email_instructions.md From 725c27a6f2d1f796053722afabc48a901e76d76a Mon Sep 17 00:00:00 2001 From: Karen Cameron Date: Mon, 2 Dec 2024 13:53:49 +0000 Subject: [PATCH 12/12] 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 --- ...esforce using IBM watsonx ai and send an email_instructions.md | 0 1 file changed, 0 insertions(+), 0 deletions(-) rename resources/{ => markdown}/Summarize the open leads from Salesforce using IBM watsonx ai and send an email_instructions.md (100%) diff --git a/resources/Summarize the open leads from Salesforce using IBM watsonx ai and send an email_instructions.md b/resources/markdown/Summarize the open leads from Salesforce using IBM watsonx ai and send an email_instructions.md similarity index 100% rename from resources/Summarize the open leads from Salesforce using IBM watsonx ai and send an email_instructions.md rename to resources/markdown/Summarize the open leads from Salesforce using IBM watsonx ai and send an email_instructions.md