Automated Workflow for Parsing and Categorizing EDI Order Data
This workflow automatically listens for EDI-themed emails in a Gmail inbox, enabling the automatic extraction and classification of order information. It can structurally parse EDI format order data and store return orders and outbound orders separately in Google Sheets. This process significantly improves the efficiency and accuracy of order processing, addressing the complexities and errors associated with traditional manual data entry. It is suitable for various departments such as procurement, logistics, and finance, facilitating digital and intelligent transformation.
Workflow Name
Automated Workflow for Parsing and Categorizing EDI Order Data
Key Features and Highlights
This workflow automatically monitors new emails in a Gmail inbox and targets emails with subjects containing the keyword “EDI.” It extracts EDI-formatted order information from the email body, performs structured parsing, and automatically categorizes different types of orders (return orders and outbound orders) into designated Google Sheets spreadsheets. The workflow supports line-by-line splitting of order details and detailed field mapping, significantly enhancing the automation and accuracy of order processing.
Core Problems Addressed
Traditional EDI order processing typically relies on manual email reading and data entry, which is labor-intensive and prone to errors. This workflow leverages automation technology to enable automatic recognition, parsing, and categorized storage of EDI orders, addressing issues such as low data processing efficiency, information silos, and data entry mistakes. It realizes a digital and intelligent order processing workflow.
Application Scenarios
- Automated receipt and processing of EDI-format orders sent by suppliers for corporate procurement departments
- Automated identification of outbound and return orders in logistics and warehousing for streamlined operational management
- Rapid access to order data for financial systems to facilitate settlement and reconciliation
- Real-time updating and sharing of order data within supply chain management
Main Process Steps
- Email Trigger: Monitor new emails via Gmail trigger and filter emails with subjects containing “EDI.”
- Retrieve Email Body: Obtain the full email body content based on the email ID.
- Parse EDI Message: Execute a custom code node to parse EDI order data, extracting order header information, dates, involved parties, and order details.
- Data Flattening: Convert the parsed nested order structure into a table-friendly flat format.
- Split Order Details: Separate each detail line in the order into individual records.
- Order Type Determination: Identify whether the order is a “return order” or an “outbound order” based on the order type field.
- Store Data: Append return orders and outbound orders separately into different worksheets within Google Sheets.
Involved Systems or Services
- Gmail (email triggering and content retrieval)
- Custom JavaScript code node (EDI message parsing and data transformation)
- Google Sheets (order data storage and categorization)
Target Users and Value
- Supply chain managers and procurement teams: Automate EDI order processing to save substantial manual organization time.
- IT and automation engineers: Quickly build email-based automated order processing systems.
- Enterprise operations managers: Improve order processing accuracy and timeliness, optimizing business workflows.
- Finance and warehousing departments: Access structured order information in real time to support decision-making and operations.
This workflow offers a comprehensive, flexible, and scalable solution for enterprises to automate EDI order processing, suitable for medium to large organizations aiming to enhance their business automation capabilities.