I have people reach out to me seeking referrals for attorneys who can help them with a case when I am not able to. I’m usually on iOS when I need to do this, and it’s been the bane of my existence. I either have to cut and paste a whole bunch of contact fields, or send individual emails with vcards. The cut-and-paste approach takes forever. The vcard method is not effective, because then the recipient has to get several separate emails with contact info. Worse, the vcard often sends information that I like to keep in contact cards, but don’t want to share with others and I know of no way to choose what goes in the vcard.
So, I sat with Workflow and was determined to put something together that would solve this problem. My workflow performs well enough to reduce my effort by at least 85%. But I would like to make it better. I have two questions.
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One of the things I’d like to do is grab a particular phone number, a particular e-mail address, etc., but as far as I can tell using the Get Details of Contacts retrieves all the phone numbers, all the e-mail addresses, etc. Is there a way to do this more granularly? It’s simple enough to delete the extra phone numbers in the e-mail, but I’d rather avoid that if I could. Any ideas?
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I’m not sure I’m capturing the information in the most efficient way. The workflow takes a contact, stores that in a variable, captures each piece of information and stores those in variables, then I put those variables into a list and use the combine text action to package the information together and send it to the clipboard. It’s there a better way or is this the correct approach?
Thanks, everyone. I’m so grateful for this forum and all the great ideas and answers I’ve already gotten.
Glad it was useful for you