Troubleshooting Cc Issues with Lindy Email Draft Actions

Hello Lindy Team, I have a "Draft or sent a reply to an email" action which should conditionally add a colleague of mine (named Khairi) on Cc. This however, seems to not work (i.e. even when Lindy mentions my colleague in the email draft, he is not added on Cc). I also specified this behavior in the overall settings (see "Context") and tried "Auto" for the Cc field (see screenshot 2) but it didn't help. How can I make this work reliably? Does it depend on the AI model I chose or on the way I set it up?

18 comments

Vincenz
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Alon J., would you be able to help?
Alon J.
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Hey Vincenz! Apologies, I missed this. Are you able to send over the task URL. Happy to dig in 🙂
Vincenz
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Yes, sure! https://chat.lindy.ai/simscale/lindy/handle-new-emails-67f8d6a69a9f24d219bee394/editor
Alon J.
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Thanks Vincenz! I'm not able to reproduce this issue - When I take the same steps, I am getting the correct cc included. Do you mind sending me a specific task URL for an email that was received that mentions Khairi? Just to confirm, the first email being sent in the steps needs to reference Khairi for them to be cc'd automatically in the reply a few steps down. Is that how you understood it?
Vincenz
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Just to confirm, the first email being sent in the steps needs to reference Khairi for them to be cc’d automatically in the reply a few steps down.
Not quite. Whenever Khairi is mentioned, he should be Cc’d, regardless previous emails. I’ll share recent examples once I have!
Vincenz
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Alon J., example 1:
Vincenz
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(Note: Afterwards, I manually added Khairi on Cc and sent the draft, since urgent)
Vincenz
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Example 2:
Alon J.
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Hey Vincenz! I see -- Unfortunately, when wanting to include a cc, the referenced user has to be included in the previous email for them to be included. If the email is already drafted from Lindy, Lindy doesn't make any updates. Let me know if that makes sense or I'm I'm misunderstanding Thanks!
Vincenz
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Alon J. It works in approx. 70% of the cases (i.e. Lindy adds Khairi on Cc properly, looping him in on the thread). The issue is the 30% where it doesn’t work. There must be some way to make this work reliably for all cases, no?
Alon J.
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Ah, interesting -- Are you able to send me an example where it has worked? I have the two examples of it not working above 🙏
Vincenz
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Alon J. here examples where it worked: Example 1
Vincenz
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Example 2
Vincenz
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Alon J., could you find a pattern?
Alon J.
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Hey Vincenz -- Apologies about the delay! Hmmm, the difference between these first two emails (B -- email 1, email 2) and these second two (A -- email 1, email 2) Is that they didn't go down the same path. I've created a diagram showing what paths they went down. You only mentioning ccing Khairi in the highilighted 'Respond' action. Let me know if that makes sense!
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Vincenz
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Nice! Didn’t see this indeed. I’ll give it a shot!
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Vincenz
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This seems to have fixed it! Thanks for your help!
Alon J.
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Amazing to hear. Please let me know if anything else pops up!