Design Guide
Design Guide
SYSAdmins can assign multiple long-term and ongoing jobs to Ragic AI, for example, automatically checking sheet entries, filling in fields, sending email notifications, or replying to emails.
First, click "Assigned Jobs" in the upper right corner of the Ragic AI window.
Click New Job.
Select the job type, configure the details, and then click Save.
After saving, Ragic AI will automatically execute the job according to the configured rules.
The following five job types are currently available:
Verify whether sheet contents meet specified conditions or contain errors or unexpected values. If the conditions are not met, Ragic AI can automatically leave a comment to notify the user.
Example: Ask Ragic AI to check the "Last Contact Date" field in the "Leads" sheet. If the date is more than two weeks ago and the status is still "Pending", leave the following comment: "Over two weeks since the last contact. If no further contact is planned, please change the status to 'Closed'."
After saving, when the Last Contact Date exceeds two weeks, and the status remains unchanged, Ragic AI will leave a reminder comment automatically.
Automatically populate a field based on existing field values, or fill in specified content according to defined conditions.
Example: Ask Ragic AI to generate a summary of no more than 150 words in the "Meeting Summary" field based on the "Meeting Notes" Subtable in the "Client Activity Log" sheet. The summary should include customer requirements and key follow-up points.
After saving, Ragic AI will automatically summarize the "Meeting Notes" and populate the designated field.
Automatically send notification emails based on specified conditions.
Example: When the status of a "Repair Ticket" changes to "Completed", automatically send an email to the customer notifying them that their device is ready for pickup. The email should remind them to pick up the device during regular business hours, Monday through Friday, 8:00 AM to 5:00 PM.
After saving, when the status is updated to "Completed", Ragic AI will automatically send the notification email.
When the dedicated email address receives a message (for example, if your Account Name is example, the email address is example@ragic.ai), Ragic AI can automatically compose a reply based on defined rules.
Example: When a customer sends an inquiry, check the message content against the "Question" field in the "FAQ" sheet. If a match is found, reply using the value in the "Answer" field. If no match is found, create a new record in the "Unanswered Emails" sheet.
After saving, when a customer emails a question listed in the "FAQ", Ragic AI will automatically send the matching reply.
Automatically execute specified actions when records are created or modified.
Example: When the status of a "Quotation" is set to "Accepted", a new record is created in "Orders" based on the quote details, and its status is set to "Pending".
After saving, when the "Quotation" status is updated to "Accepted", the system automatically creates the corresponding order.
In the upper-right corner of the Ragic AI window, you can see the number of jobs currently assigned.
Click the number to view the list of saved jobs.
Click an individual job to edit its rules or open the related sheet.
Click the X in the upper-right corner of a job in the job list to remove the job.
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