Hi, Katie,
There have been a few threads on Community within the past three months or so talking about using a PureCloud Data Actions action plus Data Tables to do something similar to what you are describing. I don't have time to lay it all out today, but perhaps I will have time tomorrow. If someone else doesn't jump in first.
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George Ganahl GCP (PureCloud) ICCE CCXP
Principal Technology Consultant
Genesys
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