A customer feedback report with insights and charts

The scenario takes reviews from Microsoft Excel 365, the AI breaks them down by theme and sentiment, pulls the insights together and emails a laid-out report with charts to Microsoft Outlook.

  • Reviews broken down by theme
  • Insights and sentiment from the AI
  • Charts in the report
  • A ready report to Microsoft Outlook
Set it upScriptera

How it works

To move data from Microsoft Excel 365 to Microsoft Outlook automatically, use a ready-made scenario — no manual exports.

  1. Starts when: When clicking ‘Test workflow’
  2. Then: Google Sheets
  3. Check: Get the first n rows
  4. Then: Merging first sample rows
  5. Then: analysis topics proposal
  6. Check: Merge original table and the prompts
  7. Then: Prepare Prompts1
  8. Then: Unified AI Agent for analysis
  9. Then: Transform results into columns
  10. Then: All unique elements merge
  11. Then: proposal refinement agent
  12. Check: Merge
  13. Then: Second iteration of analysis
  14. Then: wrap up the whole results into one Json file
  15. Then: Summarization of the unalysed results
  16. Then: Final report editor
  17. Then: Revisor and HTML formating agent
  18. Then: Completion agents (optional)
  19. Then: Edit Fields
  20. Then: Gmail
  21. Then: OpenAI Chat Model
  22. Then: Structured Output Parser
  23. Then: OpenAI Chat Model1
  24. Then: Structured Output Parser1
  25. Then: OpenAI Chat Model2
  26. Then: Structured Output Parser2
  27. Then: OpenAI Chat Model3
  28. Then: Structured Output Parser3
  29. Then: OpenAI Chat Model4
  30. Then: Structured Output Parser4
  31. Then: OpenAI Chat Model5
  32. Then: Structured Output Parser5
  33. Then: OpenAI Chat Model6
  34. Then: OpenAI Chat Model7

You can launch this Microsoft Excel 365 + Microsoft Outlook integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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