Gather and Manage Partner Information

Create a project in Table View.

Add a new Text Custom Field (Add Column) and title it Project ID Field. This will be referenced throughout the automation and is crucial for the automation to work seamlessly.
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Add or hide columns depending on your use. These Columns or Fields can be referenced throughout the automation, or used for your own organisation purposes.
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Create a trigger and select New Email. Connect to your Gmail Account.

Add the actions: Find Task(s), Ask Agent and Split into Paths.
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In the Find Task(s) action, select the Partner Management project included in the kit. This action is put in place to allow us to reference the custom field - Project ID Field in future steps. Under Tasks To Return, select Return first matching task.
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Under Identify Tasks, select New Filter.

Fill in the fields as such - Field: Task Content, Condition: Contains (Text).

Under Value, reference the Sender's Email by typing the @ symbol.

In the Ask Agent Action, select the Email Analyzer Agent included in the kit, and input a prompt to breakdown information from the email as needed. Type the @ symbol to reference content from the New Email Trigger.

Change Output Type to Structured Output. Add a Text Field and name it Tasks. Structured Output is used to ensure that the output from the Ask Agent Action will not contain extra verbiage from the AI.
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In the Path Condition A action.

Fill in the fields as such - Data: Find Task(s) -> Task Content. Condition: Contains (Text).

Under Value, reference the Sender's Email by typing the @ symbol.
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In the Path Condition B action, change the Path Condition Type to Fallback.

We will now set up the automation to work with existing partners. After the Path Condition A action, add the Add Task action.
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In the Add Task action, under Project, select Enter Manually. Type the @ symbol and select Project Field ID from Find Task(s).

Note that Project Field ID is a custom field added to the Partner Management project provided.

Under Content, reference the result from the Ask Agent (Breakdown Email) action by typing the @ symbol.
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We will now set up the automation to work with new partners. (Path B)

After the Path Condition B action, add the Ask Agent, Create Project and Add Task actions respectively.
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In the Ask Agent Action, select the Email Analyzer Agent and input a prompt to get the partner name from the email as needed. Type the @ symbol to reference content from the New Email Trigger.
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Change Output Type to Structured Output. Add a Text Field and name it Partner Name.
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In the Create Project action, under Title, reference the output, Partner Name, from the Ask Agent action by typing the @ symbol.

Under Content, reference the output, Tasks, from the Ask Agent (Breakdown Email) action by typing the @ symbol.
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In the Add Task action, under Project, select the Partner Management Project.

Under content, reference the result from the Ask Agent (Get Company Name) action, and the Sender's Email, by typing the @ symbol respectively.
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Add the Project ID Field and reference the Project ID from Create Project by typing the @ symbol. This field is used to identify each project with its Project ID, allowing the automation to identify existing projects for the Add Tasks action in Path A.

Add the remaining fields and reference the relevant information from the previous actions or New Email trigger by using the @ symbol to fill up the columns with the right data.
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Click on the slider next to Share to activate the flow.
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The New Email Trigger only checks for new emails every 15min. In this case you may want to quickly test it out with a Form trigger instead.

The automation titled: Gather and Manage Partner Information (testing) is included in the Kit for your convenience.

Replace the New Email trigger with a Form trigger. Add the typical email fields like Email, Email Subject, Email Body.

Replace the references to New Email with references to the Form trigger respectively. Do this for the whole automation.

Click on the Share tab above to test the form. Fill in the form with necessary data and click run.
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To get the automation working for emails again, change the trigger to New Email, and change the references back accordingly.
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