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Implementation Notes

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Implementation note

Introduction

To receive here the emails of a non-Gmail account, we actually use a Gmail address which is configured to access that non-Gmail account. Then the dedicated Gmail pack is used to funnel these emails in Coda.

To have the same setup:

select “Accounts and Imports” and

in the section “Check email from other accounts:”, select “Add an email account”.

Then fill in the information required for your non-Gmail account.

Configuration

Users

The Name Variations are used to create a regular expression, which is matched against the first line of every email, to identify an intended recipient. This could be used to match a language too, by adding “Bonjour” to a French user, “Hola” to a Spanish user etc.

Options-Dispatch

The checkboxes are used for yes/no choices, while the toggle is for A/B choice. The selected choice is also highlighted.

Options-Ignore

The values in the email column are used to create a regular expression, matched against the sender of every email. This allows ignoring a whole domain, by adding e.g. “.+@spammy.com”

Incoming-Inquiries

The dispatch process is:

try to identify a recipient from the first line of the email,

if no match, the email is assigned to either: a team member chosen randomly, or the member selected in Configuration,

if the team member chose email forward, the dispatch button sends the email from the general inquiry account via the Gmail, but the email address of the original sender in the “Reply-to” field,

if the team member chose creating a task, the dispatch button pushes the hidden “Add as task” button, which is a Cross action creating a row in our task manager doc

DB All Incoming Messages

The sync table of the Gmail pack imports all emails from your Gmail account. The “To” column is used to extract only the emails sent to the general inquiry account. This extraction is carried out by an automation which copies the rows with a matching “To” field to the table of Incoming Inquiries.

An additional automation checks if the sender belongs to the list of spammers. If this is the case, the email is copied to the bin, marked as [SPAM].

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