a3cRQbQzl_s
Let's build with Zapier and AI (100+ videos)
Transcript
[00:00] welcome back to web Cafe AI we do daily chat gbt and AI videos for your personal and business life in today's video we're going to be looking at the app of Google Sheets and more specifically how the integrates with zapier and AI if you're new to the channel welcome if you're a returning visitor welcome again as we are diving into all 5 000 apps found on the zapier integration list today's video is more specifically going to be looking at the Google Sheets integration I know this is a very popular integration found on zapier as you know we want to mitigate the amount of manual inputting that we do when it
[00:32] comes to zapier but what's great is we can even Excel that even further with using AI let's go ahead and rename this to Google Sheets integration from here I'm actually going to switch to the new editor we're going to do the visual editor if you're not familiar with that check out the previous video on this channel as we go over into different use cases and why this is beneficial although what we're going to do in today's video is I'm gonna essentially create a trigger of when a email comes in from a potential client we're going to go ahead and format that data correctly use AI to get different type of conclusions and then push that all
[01:02] over to a spreadsheet that we've already created here at web Cafe AI all right so now that we know the purpose of today's tutorial we're going to go ahead and start off by building out our spreadsheet here so the thing we're going to do is we're going to do an email column let's go with a name column let's go a location column and let's go ahead with analysis or we're gonna go ahead with conclusion column so what we the purpose of each column obviously is we want to input data specific to what we want and we're going to go ahead and actually rephrase
[01:34] this to summarize and then we're going to have this to gbt Output so that D here essentially is this let's go ahead and format this to make this look a little bit better let's add a little bit of you know column structuring and what we're going to do here is this we're going to have it so that when the email comes in we can automatically format the data to get the email the name the location summarization of the email and a gbt analysis of the outputs maybe even predefine that analysis so we can have some context of cost and time frame when
[02:05] it comes to that specific inquiry coming from that individual the email we're going to be dealing with today is going to be one I just sent from our main web Cafe account we send it to our courses account here and as you see here we got the subject line of interested in AI automation I was looking through your website I want to learn my AI Automation Services I run a restaurant and was interested in social media services to get more organic traffic we are located in New York New York we're going to take this pseudo email here and we're going to format it correctly go ahead and begin so first step here is we're going
[02:37] to go ahead and click our trigger and then we're gonna do our trigger is Gmail and we're gonna go ahead and put my face down here you might be asking yourself Corbin why do you keep putting your face kind of where the action's happening that's because we're currently formatting these into shorts it just helps it make look a lot better when you can see the actions that are occurring and by facing it so I'm here we're going to go ahead and do new email we can make this more specific and have it so it's identified so we know what's the difference between a spam email an acquiry email check out our Gmail video when it comes to that as we do more
[03:08] specific on you know finding the correct email in that context for now we're just gonna do new email as that is not the purpose of this tutorial we're going to choose our courses account here and then from here we're going to go ahead and hit continue and then the label or inbox or essentially where it's searching for it is going to be an inbox and then we're going to go ahead and hit continue and we're going to go ahead and test it and then essentially we should be able to get that email that we just created and find it here so as you see here as
[03:39] you look below me we have the hello I was looking through your website I want to learn more Automation Services and it grabs basically all the data that would be necessary for procedure from here so we're going to do from now is we're gonna go ahead and add another step here our step here is going to be a chat gbt block Chad gbt and we're going to choose an event of conversation now that we are in conversation here we're going to go ahead and switch back to the classic editor as this is going to allow a better a little bit better of the structuring here we're going to go ahead
[04:10] and say based off this email we received at our AI automation agency when you semicolon parentheses and we're going to go ahead and put the body in here actually let's make this a little bit more structured we're going to go ahead and do this we're going to do subject semicolon parentheses and then we're going to do body it's able to understand what do you mean by Body in this context and then we're going to do parentheses
[04:40] again it has the body plane let's go ahead and put the subject line here we're going to give gbt the most data that we have in regards to this email so it performs the best from here we're gonna go ahead and say generate the following data points let me calling again and then just jump back over to the sell sheet data points we're going to want to generate are going to be name location summarize and gbt output actually in a specific context we're going to be looking for name location and then we can proceed with the other
[05:11] options a little later so let's go ahead and jump back over here and we're going to do name and then we're going to do location and then we're going to put parentheses here say if applicable so sometimes you want to obviously put in their location when it comes to email sometimes they do sometimes they can find the data through scraping the footer of the email from here we're going to go ahead and upper model to gbt4 as we're searching data rather than summarizing or congesting data then we could have a memory key
[05:42] here such as em begin continue the purpose of a memory key is to ensure that every output is consistent so let's go ahead and begin there we're going to go ahead and generate that perfect so as you see here we got the name formatted correctly we got the location formatted correctly let's go ahead and ensure that when the data comes out we are formatting it so we can go to each Excel block so we're going to do a formatter block here we're going to do text we're going to continue we're going to do a function of split text here our
[06:13] input is going to be the gbt that we just got there and we're going to go ahead and do assistant response message the separator is going to basically be how this is structured here but we're going to use a different function called new line essentially that what that does is it's every new line it's going to create a new data point and in order to ensure that we're going to choose a segment index of all ass separate Fields this is going to allow us to basically separate the data so we don't have to make two different DBT blocks to achieve the same functionality and as you see here we got name we got location it
[06:44] could rephrase that original prompt in order to ensure that it just shows Sam Thompson and New York New York the purpose is a tutorial that is unnecessary from here we're going to go ahead and add another Chad gbt block here and the purpose of this jaduates walk is going to be a summary box we're going to do um an event of conversation continue continue again and then we're going to go ahead and say based on this email you semicolon parentheses and we're going to do uh body plane
[07:15] we're going to say generate a one two two sentence summary we could add a context block here saying hey we are webcam AI aai automation Service Agency in order to ensure that we don't have any overlap but for now it wouldn't be necessary let's just go ahead and summarize this we're going to use 3.5 because of the fact that this is going to be a very grunt oriented task and here we go we have a summary so the email is from Sam Thompson who runs a restaurant New York and is interested in
[07:45] learning more about webcafe AAA social media services to increase organic traffic perfect from here let's go ahead and add another jgbt block here and we're gonna do a Chad gbt block for the purposes of analysis now so we're gonna do conversation continue continue and we're going to go ahead and say Beast off this email obviously we could provide a another context block if you choose to do so but we're not going to need to do so and then we're going to go ahead and grab body plane again and what we're gonna do here actually is
[08:16] this we're going to do what we did a little earlier we're going to give a little bit more context so that we get the best output possible as basically we don't want to infer too much the subject line that we just provided there and then finally we're going to go ahead and give a little bit of context here so we're saying context typical so essentially the way you'd want to approach this is you would want to give a little bit more context when it comes to money or time involved for the purpose of this I couldn't Theory be
[08:47] like hey when it comes to data input AI automation it takes XYZ amount of time to implement when it comes to social media takes XYZ amount of time when it comes to X you know whatever it is you know you would input it here right since we're just dealing with social media for the purpose of the story I'm just going to say typically when we do AI automation for social media it takes us around one two two weeks to implement
[09:19] and we're going to say essentially this generate analysis for web Cafe AI on the timing it would take to solve the customers problem and any other relevant information I'm gonna let gbt kind of figure that out for me but just for your reference and to explain again essentially the context block is we're going to be adding you
[09:49] know stuff like money time Associated different Services you do and anything of that regards obviously you can do context blocks for anything you want for maybe this part of the spreadsheet but from here we're going to go ahead and upper model to gbt4 as we're dealing with more comprehension and then we're gonna go ahead and continue here and we're going to test this action all right so as you see here we got the analysis based on the email received from Sam Thompson who runs a restaurant New York New York here are the outlining factors we got considering our typical implementation team takes
[10:19] one to two weeks for AI Automation and social media here are the estimated timelines and relevant information for the project now before you get more context on how to Output this correctly but as you see here gbt took a leap of faith and gave project analysis for two to three days AEI automation implementation for five to ten days and then training and monitoring for three to five days and then gave us a ton of analysis when it comes to our specific needs and Niche for what we're doing here all right perfect so now that we have all the information required let's go ahead and push this forward to our
[10:49] Google Sheets through Google Sheets and then we're going to go ahead and do an event we're going to do the event of create multiple spreadsheet rows we're going to continue here and we're going to choose our courses account and then we're going to hit continue again and then from here we're going to identify where the spreadsheet can be found so you just simply click this and then we named our sheet zap and AI sheets and then our worksheet is going to just be sheet1 as we just kept the default amount all right so once you pull up the
[11:21] correct spreadsheet you'll be able to get all the input values that we've identified earlier in this tutorial and just for your reference so you understand how this works I'm gonna just put in test one here and I'm going to go ahead and put just copy this through so to copy this paste paste paste continue and then I'm gonna test this action and jumping over to the spreadsheet will pop up here boom I want to add a pop to appear so now let's go ahead and input our relevant data here so for the email we simply go to Gmail
[11:51] and we'll do the from email which is going to be our webbreaster we're going to go ahead and grab the name the name was what we formatted earlier which is gonna be Sam Thompson I'm going to grab the location and then that's only if it was applicable so for this context it was and then we're going to go ahead and grab our summarization which came over here and then finally we're going to grab our last block that we created there which was the gbt analysis and from here we're going to go ahead and do that then we're going to hit continue and re-test this action all right perfect so it works as you see here it doesn't
[12:23] overlap the original column or sorry the row that we created earlier of test one and then it inputs every single value so we got the email the name the location the specific summary so if I double click this and you see the whole summary and then the analysis obviously there's a lot of information I could probably reform that this Excel sheet to look a little bit better but as you see it has done what we wanted and it has provided all the data associated with that email and it put it into our Google Sheets as always you can find the zap Down Below
[12:53] in the description and you can Implement that directly into your project for free if you feel like you learned something make sure to like the video it's completely free and it helps us here at webcast AI now if you're interested in learning more about AI automation specifically when it comes to zapier and chat gbt check out the playlist at the end of this video as we're diving into all 5 000 apps found on the zapier platform and showing you how to leverage AI with every single one but without further are due I'll see you in the next video thanks for tuning in and yes surprise
[13:24] I'm an AI Avatar make sure to explore more here at web Cafe where we demystify AI for your personal and business life until next time foreign