Instructions from emails into the ledger — with a confirmation to the client

The scenario reads instruction emails, extracts the fields, validates them and appends a row to the ledger. The client gets a confirmation, the team gets a notice, and anything doubtful goes to a human.

  • No retyping from the inbox into the ledger
  • Every extraction is validated before it is written
  • The client gets an immediate confirmation of what was understood
  • Unclear emails are flagged, not guessed at
Set it upScriptera

How it works

To connect Gmail and calltouch, you don't need a developer: a ready-made scenario links them in minutes.

  1. Starts when: Watch for New Trade Instructions
  2. Then: Map Email Body & Sender
  3. Then: Extract Trade Details (Gemini AI)
  4. Check: Verify Trade Data Validity
  5. If yes: Log Trade to Master Ledger (Google Sheets)
  6. Then: Notify Ops Team (Success)
  7. Then: Send Confirmation to Client
  8. If no: Alert Ops Team (Extraction Failed)
  9. Then: Google Gemini Chat Model
  10. Then: Enforce Trade Data Schema

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

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