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Let's build with Zapier and AI (100+ videos)

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[00:00] everyone and welcome back to Corbin AI where we do daily artificial intelligence videos so you can start leveraging it in your personal or your business life now this video is going to be fundamental if you ever want to do data input and start leveraging change BT in this process and start leveraging Automation in this process now I challenge any viewer that's watching this right now to find a more comprehensive video that's going to be on this topic the stuff I'm about to teach in this video people could charge hundreds of dollars if not thousands of dollars so you're about to learn a very fundamental skills when it comes to data input and data output and how to essentially take data in use chat gbt to

[00:32] itemize it push it towards an Excel sheet and what's great about this is we're going to show you a simple process where essentially we add a file with relevant data and do it for one data input and then I'm going to show you a little trick where essentially if you have a huge data file and you have multiple data points to input we're going to show you how to do it automatically for multiple rows and really start streamlining your operations when it comes to your business inspiration for this video has to do with one of our viewers here named Jorge we got we kind of got into a chat here essentially where he wanted to learn how to use zapier to format uh

[01:05] chat GPT outputs and push it towards a Google sheet kind of got into a dialogue here I you know went ahead and helped as best as I could with the limited amount of context I had but that kind of inspired me to create today's video so without further Ado let's go ahead and jump into today's video and find out how to start leveraging transgbt with Google Sheets and zapier so to start off we're going to use this as our sample data but don't worry any type of data that you have for your context you'll be able to replicate the different operations and the different methods we use in today's tutorial but for this example we

[01:36] essentially have some fake data here for a potential client now how this data got inputted could come from a various amount of aspects one way that we do here at web Cafe AI is essentially is if we get on a call we'll have Chad gbt take the entire transcript of the call and then format the entire data from that call into an output like this so we're going to go ahead and use this data here today and we're gonna go ahead and jump into our Google drive here so essentially this is how we're going to set it up we're going to set it up so when we get a piece of data so this could be PDF whatever the context may be

[02:07] for us it's going to be a Google doc when a new piece of data is added to this specific folder it's going to trigger the entire flow and we're going to go ahead and push it towards this Google sheet we created here whereas the relevant data associated with that client's project such as the client name client description uh project description payment due date and so on so the way we kind of structure this is whatever is your fix uh Google Sheets that you currently have so essentially whatever the relevant data that you have for your business that's put into a Google sheet you're going to learn how to essentially start taking

[02:39] channel 15 leveraging it so you never have to go through that labor intensive process where I have to kind of go here copy and paste copy and paste no more stop wasting time let's do it automatically now with AI so we're going to go ahead and jump over to zapier here we're going to create a new flow here and essentially just call this flow um we'll call this flow data output automation now sadly I'm not going to be able to actually I'll be able to share in the description down below the very the simplified version where essentially we grab the dock and then automatically

[03:09] outputs all the data into the Google sheet the more complex version from my understanding zapier doesn't allow us to share zaps with loops which will make more sense as we in this video if it does I'll include that in there but let's go ahead and begin here so essentially we're going to set it up where we're going to have it um you know triggered when it is added to a Google Drive phone so I'm going to do Google Drive and then we're going to go ahead and do an event of new file in folder which allows us to isolate it so no random files that maybe are added to your drive in the future get put into this flow

[03:39] we're going to do our courses account here at web Cafe AI continue here you don't have to choose your job you just have to choose our specific folder here so I'm going to go ahead and find what I'm looking for here which should be YouTube zaps and then we're going to go ahead and do data intake all right so now we have identified the folder we're dealing with here and continue I'll test this trigger and because we already have the Google Doc in there it'll show up so this is the data intake folder and to create this and make sure you do it correctly make sure you have sample data you can play around with as you'll see It'll

[04:10] become pretty fundamental to creating this entire flow here so the next thing we need to do essentially is we're going to create a JavaScript block and the reason we're creating a JavaScript block is because of the fact um sorry not JavaScript code by zapier we need to create this because essentially we're bringing in data that is not formatted for us to be able to read it and what I mean by that essentially is let's say for example that Google doc that just got added okay perfect let me uh let me read the contents in that Google doc uh okay looking looking it's not going to show

[04:41] you so the way zapier does this though is they essentially do a thing called file exist but not shown so we need it shown so we can actually start manipulating data so we're gonna do file text here exist but not shown and then I'm gonna go ahead and copy over some code I have here okay perfect so I got the code copied over essentially what this code does is it will take the data here and it'll format it out so we can actually start manipulating it within the flow it goes between zero and ten thousand word count increase that if you have more data from here though we're going to go ahead and make sure we input our variable which is

[05:13] text this is what's going to be manipulated so we're going to put a variable so input data is this we're going to continue here let's go ahead and test this step and we should see an output and there you go as you see with this block here we are able to get the entire output and what I realized is I won't be able to share this what I'll do is I will still share it but I'll delete this block here I'm not able to share the code blocks with zapper yet it's just not you know it's not a capability what I will do though is I'll leave the description as well the code that I use here today because I know it could be annoying typing this out one by one and just like pausing the video so I'll make

[05:44] sure to share that in the description down below if I don't remind me from here though we have our underlying data that's associated with this apple here you know how to essentially extend it or you know condense it depending on the zero to Ten Thousand Words there let's go ahead and add our Chi gbt block here and this is essentially is going to allow us to format the underlying data okay so essentially we're going to use a conversation by TI gbt and we're going to do choose your changept API key if you have no clue what's going on here you can check out one of our other videos it's just like a beginner's guide where it shows you how to integrate AI

[06:14] into your flows but from here we're going to go ahead and upper model to gbt 3.5 16k and the reason we're going to do that essentially is this is going to allow us to start handling more data if we did 3.5 turbo essentially it could still work but if you have a ton of data that you're inputting into this flow you're going to want 16k if you know to give gbt the ability to read that much data that's incurring here so we're going to go ahead and put in our prompt and we say we got information about a new project for a client so we're going to add context this is going

[06:45] to be the context of whatever you use for your operations when it comes to inputting the data for your Google Sheets I don't know it because I'm not you but for us in this example that I'm going to go ahead and put our contacts which is essentially we got information about a new project for a client and then from here we're going to say project and we do semicolon parentheses and this is going to provide our relevant data so whatever your relevant data is this is how you identify it and provide it so gbt can understand I'm gonna go ahead and put the results from that code block here and we're going to go ahead and start with our next process

[07:15] here which essentially is we're going to go ahead and ask it to Output it and structure the data in a very specific way so we're going to say from the information provided please provide the following output so from here this is going to be however you have your Google Sheets structured here essentially each one of these think of as its own data points therefore we're going to have to find and extract the data associated with every single one of these columns in order to effectively do

[07:46] an automation where we can set it up walk away and never have to do data F2 in for the rest of our lives or maybe a little bit I don't know so essentially for us though as you saw we got a ton of columns so I'm going to go ahead and add one by one essentially how I want each line so I would do client I'm going to paste this in here we'll do client name client email semicolon client phone so essentially all the data you want extracted this is where you're going to do it I'm going to go ahead and just do this on my end so you don't have to watch me type in every single one and

[08:17] then come back to it okay so it's in essentially what we do then is once we identified what we want which is the client name and then we got the relevant information this is going to essentially be like okay we're looking for relevant information that's in regards to the client name provide that for all you know relevant variables that you want but on top of that you can take it a little bit further here so let's say you want to you can actually go the extra mile year and also ask for you know additional like interpretation of the data so we can say project status choose between in progress completed on hold and then finally for our notes

[08:49] we're going to say summarize the three main points however it wants to interpret that it can interpret that you can add more context so maybe what the notes should look like maybe this should identify certain people on your team so and so forth but that just shows you the ability to essentially put in not necessarily always fix text or fixed variables you find in the data but also allow gbt and you can train it to interpret the data and give you certain outputs from here though we got to make sure that we provide a line here says entire output uh should have each data point

[09:21] on its own line so let's go ahead and just run this and what you'll know when you do uh automations and a animation is sometimes you got to keep you know running the prompt make sure it's correct here we're going to say output test inputs this is a random string of 32 characters this ensures consistent outputs what do you mean consistent outputs essentially if you don't put that in there uh you're playing Russian roulette in the sense of every single time it does outputs there may be a slight variation on how it looks which could be really messy if you're doing

[09:51] stuff like this where you need the exact column the exact data point so on so make sure you add a memory key that's huge but from here let's go and check out this outputs and this is our initial inputs here and here is our output so we got all of our relevant information uh as you see John Doe do we got the uh three main points I gave it no context but I just chose this to be the three main points and we got project status it shows in progress and it shows all the relevant information here and just so you can gut check me if you come back over here let's just check one data point right so we got the due date December 20th 2023 come over here

[10:24] December 20th 2023 start date September 10th uh September 10th 10 23 September 10 23 perfect now there is one thing here that I don't necessarily like and that is going to be the fact that it outputs the client name with the client's name so let's go ahead and see if we can reformat this and see if it's a quick reformat where essentially say just output the relevant relevant

[10:54] information no text before or after and we might be saying um why did you have those quotation marks that makes it very clear to jdbt that I want just this specific data nothing before nothing after let's see this is good enough I'm going to go ahead and keep the map we'll refresh remember because you're starting to clean slate there essentially every time you do a new prompt is a good practice to refresh the memory key so it starts in a clean slate and it doesn't use uh previous outputs as contextual data and there we go so as you see here we got exactly what we were looking for

[11:25] here and this was the three main points this is how it interpreted maybe the three main points here but for the purposes of this tutorial so I don't get lost and uh you know when I'm inputting the data in inputs correctly I'm just going to go ahead and delete this line but now you know for your reference if you don't want to see the you know the original names or the as you'll see in the Google sheet you know what I'm talking you'll know what I'm talking about but I'm gonna go ahead and reset this step here so I see that information so when I'm inputting it into the next step here is very clear to me what is incurring here and I don't get lost so I'm gonna go ahead and go like that

[11:57] all right so let's see this works okay perfect it works all right so from here though we're gonna go ahead and put it into our Google Sheets no we're not essentially we have to filter it so or format it because right now what channel gbt just did right there and just so you can kind of see what I'm talking about is we got the output but the problem is is that the output is not formatted how we want it to be formatted it's one big data block we have to split it up so we can grab and manipulate the unlinked data we care about so we're going to use

[12:27] an event of split text and don't use the beta it doesn't work as good so we're going to do split text here we're gonna do our input here of the chat gbt reply and I'm going to go ahead and do our separator here now separators come in many shapes and forms sometimes you can manipulate the underlying output of a chat gbt to add like a a miscellaneous character where you want it to be separated for this purpose so we can jump over to the docs found here at zapier and we're going to go ahead and separate each data point by a new line you know uh name phone so and so forth

[12:58] I'm gonna put that here and we do a segment Index this is going to be what allows us we do all separate Fields it's going to allow us to separate into separate data points we're going to hit continue here and then test this step and there you go so as you see here every single one of these data points is a separate point that is really cool right so now we go to our next step here which is going to be adding it to our Google sheet to do this it's actually really simple um a lot more simple than you would expect it to be uh what we're going to do though is we're going to add complexity a little bit later where we're going to show you how to do it if

[13:29] you have multiple data found within one file but for now though we're going to go ahead and just say update spreadsheet row hit continue choose your account which is going to be our courses account here I'm going to hit continue again you feel like you learned something so far make sure to like the video it really helps us here at Corbin Ai and we'll be able to give you more content that is structured like this and for this purpose it lets us know here that you like this kind of content rather than our other types of content from here though we're gonna do our spreadsheet which is just going to be our data input sheets which we showed earlier here our worksheet is going to

[14:00] be sheet1 and that's a pretty cool thing to know so obviously if you have multiple spreadsheets you'll be able to identify which specific spreadsheet you care about here and then we're going to choose our row here which is going to be Row 2 obviously and then we're going to go ahead and start inputting all of our relevant information so for client name if we went to our original route here of conversation by chadwt that's going to be all that data if I put more here that's gonna be all that information we don't want all that so that's the purpose of why we formatted this block because look at boom that's also the purpose why I get I left um you know

[14:30] stuff like this in there because I'm I mean I'm not familiar with this data so I I don't know exactly each one right so I'm gonna go ahead and fill out every single one of these columns here so one thing to make it easy I can do this put an email here and then come over here and like okay which one had email okay this one had email kind of proceed like that I'm gonna go ahead and fill every single one of these and then come back to you okay so I'm finishing up here we have basically everything we need here I'm going to the last one here I'm just putting notes and then come down here

[15:00] we go notes oh for notes actually we do need to add a little bit more context here so because notes was set up like this or essentially we do every single line we're gonna go ahead and have to grab the notes like this so as you see they've identified with you know one two three so let's go ahead and grab one two three now I'm not sure if this can handle HTML but I mean it doesn't hurt to try to see the format it can be a little bit better here so I'm going to try some HTML real quick and see if we can add just a

[15:33] couple of breaks here so it isn't just jumbled I have no clue if it's able to interpret HTML on Google Sheets but you know might as well try here but we have all the relevant information as you see you might be asking yourself what are those why are those in there essentially for formatted reasons I add little columns to separate maybe more important stuff uh from here though we're going to go ahead and go back here and continue and then let's test this step and there you go we got our output so as you see here we got all the relevant information it doesn't look like it can interpret HTML so let's keep that in mind uh from here though essentially you know

[16:04] obviously we need to maybe reformat a little bit so it's not as crazy the reason that it's you know big like this is because our notes is so big from here though as you see all the relevant information has been inputted now the next question you might be asking is okay this is great weapon if I have a file that has multiple uh data points I'm going to show you how to do that as well and this is going to be pretty complex here uh from here on out but what I want to do though before we do that is I'm going to delete this is I want to show you like what this looks like as an automation right so what I'm going to do essentially is I'm going to

[16:36] okay I'm going to go ahead and publish this I'm going to come back to my Google Drive here let's go ahead and put it back let's just move it out once you you know zaps here and you know it makes it so difficult you can just take me to YouTube's apps thank you okay perfect okay so we got our Google sheet here let's just reload it so we can confirm okay completely clear got a data here that we just grabbed out of there and then this should be live okay we are live okay let me just show you what it looked like in just a simple context we

[17:08] got a data in maybe it was from a transcript and then we essentially you know formatted the transcript and then from that transcript we essentially formatted into a dock like this now we're like okay we want to add to an Excel put it in data intake and then we come back over here this should trigger this flow here if I go to history I should see a zap around here pretty soon as a side note if you ever run into an issue like wait this should be triggered some of zapier triggers are on a five minute basis 15 minute basis it doesn't always check instantly sometimes it takes a little bit of time for it to check that has to just do with API calls

[17:39] and AI usage and stuff of that context okay so as you see we got our automation showing up here now I will admit 100 essentially because of the fact that it maybe only checks to be five minutes I don't know this specific time but I just do know that it's not instant in this context so it's always going to be checking the folder like five ten minutes this is just so they don't exceed API calls on their back end but essentially it does finally show up here as as you see if I click into it we got our data output automation new file added code jdbt and then come out here you can hit data out so you can see the

[18:09] exact outputs of what it looks like here jump over to our Google sheet and boom automatically done I didn't have to lift a single finger other than press on okay so now that we know how to do it for that specific context which can be applied to a lot of different breaths I'm going to show you real quickly a simple not really simple but it's a way to do this where essentially if you have a ton of data you can go ahead and you know use this method so the next method here is we're going to have to we're going to have to essentially add a looping block so what a looping block allows us to do is it allows us to run

[18:40] multiple automation flows within one automation flow so that kind of sounds confusing I know but let me go and walk you through it so we're going to do create Loop items a quick loop from line items and the line items we're going to be using here is going to be essentially when we use a Google sheet we have to find the specific sheet rows we want to create this action for so we're going go ahead and do look of spree look of spreadsheet rows as line items if I can speak today let me go ahead and delete this data here I'm going to put in

[19:10] I'm gonna put in that any because basically the way we pull up all the data associated with this column as a lookup spreadsheet row is we're going to have to have a piece of data that essentially tells you up to what point you want the data to be outputed now that might be a lot a job of words but it'll make sense when we get into this we're going to go ahead and do our courses account here and we're going to do our spreadsheet which is going to be data input sheets we're going to do our worksheet which is going to be sheet1 for us we're going to do a little lookup column which should be the last column

[19:41] within your spreadsheet and that's why we're saying the lookup value why I added that and a earlier is because uh there's not any notes right now but we need to identify this is how we identify every column before that and that column for data do we want to input we're going to continue here and then we're going to test this step and then we should be able to get all the relevant columns all right perfect so as you see here we got all our all of our relevant columns which is going to allow us to then come into this block here and essentially this is where it gets a little bit crazy I'm not going to lie but essentially uh

[20:12] the way we'd want to do this is we're going to go ahead and have it so that the chat gbt outputs could be run multiple times so the way I would do this it really comes to your data and this is going to be very complex so I'm use at your discretion the way I would do it personally is I would do some type of numerical identification of understanding what the individual is so the first thing we need to do though is we're going to go ahead and come to our drag here we're going to drag this Chad gbt block yes when I move this step and

[20:42] essentially we still want the data to be outputted whatever that is relevant and from here though let's go ahead and move this formatter block as well so let me go ahead and move the formatter block to right there okay so what we need to do here then is this is where it gets difficult so it's really contextual because the fact that the data I'm dealing with here is only one project it's not going to be perfect well it's assuming we had multiple projects what I would do here is something along the lines of this plus project and then

[21:13] would put like number and the reason we're doing this is this is how we're going to identify what specific project each data point is associated with and as you'll see in this Loop this is going to be fundamental so we don't Loop data to basically overlap data looping so this this I'm going to say uh for your output you can assume we have multiple

[21:45] projects therefore for each data point please provide a number with the associated project what you're saying with eg project one and then we'll do and each or the suit easy project one that might be enough of context here so the first thing that I'm asking myself is okay so in this context

[22:17] we should only see the output here with project one by if we do that if we do see that that tells me essentially this worked um if you don't then we're going to keep on formatting this so C foreign okay so we don't see it here or do we see this no we do not see it here okay in order oh wait no we do see here okay we can actually get away with this all right so we have project one up here and they want to add it by each data point but we might actually be able to get away with this okay so the way we would do this then

[22:49] the way we would do this um essentially it's identifying project one at the top but it didn't do it by data point but honestly thank you Chad gbt that's actually a smarter way to probably approach this so the way I would essentially do it from here then is our separator would be by project and essentially what this would do is this should give me the entire outputs and the entire output this entire output let's see if it does that okay it did not do that because project is in there multiple times we need to actually rename the variable we're putting here so instead let's actually

[23:21] do this uh we basically need we essentially need a term that's in this that isn't repeated ever so I'm actually just going to put XYZ XYZ because there's no way that the term x y z is going to be in our output right so we're going to retest this action and then essentially we should see XYZ one and then all the relevant information so this this part right here you can kind of ignore um let's go ahead and see okay so it didn't interpret that let me go ahead and up this prompt again

[23:51] maybe it wants me to actually add it to every single one let's go and see I had one there I'm going to retest this step here okay so I know the issue the issue essentially is that what I'm asking for makes sense but for them it's like or change is just like what does that even mean what do you mean XYZ well I have to basically be given an actual term that you wouldn't see in the actual document but you know makes sense like English wise so I'm going to do this again I doubt that what I'm doing here is relevant this part is relevant but just for the purposes of

[24:23] testing I'm going to keep that there I'm going to go ahead and change our memory key back to two okay so I got it to work sometimes you just gotta mess around for a little bit I realize sometimes you guys take it back reset essentially what you had to do here is obviously essentially put the overview up here because you want that on the output we want that on the top every single time and then essentially just identify therefore we should see you know obviously identify whatever the context of whatever the multiple situations or multiple rows you're inputting and then we say therefore the top UCC overview number and then you know give examples one two three Etc so

[24:54] we got our numbers here now the next step here is now that we can you know call upon it based off the overview instead of project we're gonna do overview and then from my understanding overview shouldn't be in this data here let's go and see it's not so perfect so as you see here it removes the overview but we get the entire data block here now you might your next question might be it's like oh no but we have one whole data block here I mean that just comes down to Simply adding another formatter block here and then essentially in this formatted block we're going to do what we did earlier but now we're going to do it where we

[25:24] just split the text for the specific project we're dealing with and here is what's amazing of what just incurred there essentially what you notice is the overview is gone but the one stays and that's going to allow us to really get away with this looping mechanism here so we're gonna do our inputs this is going to be your input we're gonna do a separator which is going to be I'm not even going to go back to the documentation it's just new line and then uh just new line here segment index all separate Fields continue test this step here and then we obviously will get our uh you know different

[25:55] things here but what's also great is we're going to get this line item here that is going to be fundamental for what we're about to do here so essentially we're going to our spreadsheet row here and uh I need to delete all this uh let me just go ahead and delete all this and recognize that we can't actually use HTML and Google Sheets sadly and I'm going to go ahead and just delete all this maybe it's because I didn't close the brakes I might not have closed them I'm not too sure but we're going to delete all this and then essentially this is where the fun begins um essentially what we need to do here is so this is going to go to row two and

[26:28] you're going to see one this is all good it's all good um from here we're going to go ahead and add our looping mechanism that is why let me go ahead and test this action real quick wants me to test it this is where we're gonna do our values for Loops essentially um you know the value that we want looped into this update spreadsheet row so one thing we actually need to do here is because of the fact I can't input the original values here we're going to have to take a step back here and essentially we're going to have to set this up to be not as efficient oh don't want that not

[26:59] as efficient as I would have wanted to be but due to our circumstances it looks like there's only there's limitations to essentially all this so one limitation it looks like essentially is the way we have to approach this is we're gonna have to set a fixed amount of data per row that we input so what I mean by that essentially is let's say you're going to input or upload a file that is a data file and you have to upload you know 10 different rows of information then you're gonna basically have to repeat this process what I'm about to show you 10 different times so what that means essentially is this as you see we have

[27:32] our outputted information in theory every time we have a new data input we're going to get a another overview and honestly just because we might as well go the extra mile here let me just go ahead and upload a data file that shows two different projects so I can just showcase what this truly looks like intuitively all right so to do so I'm just going to come back over here I'm going to paste this um let's just like change very limited variables here with you James so we just know it's different data James um

[28:04] 23rd stuff like that okay so we got our two different pieces of information here although it might confuse uh chair GPT but let's see if Chad gbt smart enough to recognize the differentiation with that small differentiation essentially so essentially from here though I'm gonna go ahead and grab this I'm gonna make sure I should just do pneumatics we're just using as test data I'm gonna put that data intake there I'm going to go ahead and reset my original test input here so I'm going to go ahead and say find new record it's going to find that new record here and it should show up there we go and then let's assume

[28:35] that it's just the most recent one we're going to continue here and I'm going to test this action for this again reset step so we didn't get the actually the correct one perfect that's fantastic let me go ahead and see if I can find the actual correct one so maybe it's file B continuous selected record let's go to test this action again the reason I knew it wasn't the correct one is because we didn't see James in there we only got one output of John which was our original data points okay so this is the correct one as you see we got John Doe come down here we got James doe let's go ahead and continue this conversation let's go

[29:05] ahead and retest this step here that's why having a 3.5 16k is so fundamental it allows us to take uh large amounts of data here and output it so we should see an output overview one and let's see if it was smart enough all right so we're going to Output of overview one come over here we got overview two so that works perfectly fine come over here let's go ahead and retest this step so we should get two different variable points we should get one and two we got one here we got two here perfect so we got two different projects and then continue we're gonna go ahead and uh

[29:37] continue this and essentially what you'll notice is that this data points if I'm using the correct one here this should only be overview one okay perfect and that is why I said you're gonna do this however many rows uh this is what you're gonna have to do sadly it doesn't look like zapier has the ability to do multiple Loops in a zap currently so we're gonna do something like this we're gonna do uh project so whatever your contacts may be for me it's projects I'm going to project one and then this would be the output here perfect output so I'm going to just retest that just so we can confirm and

[30:09] then essentially I'm gonna have to duplicate this and do project two and kind of proceed with that route here so I'm gonna do that I'm gonna duplicate this and for project two essentially we're gonna put in that variable points that we just had there so probably two action and we're gonna go ahead and put in these run right here continue retest this step and then we should get the relevant information with project two perfect and then now we can go ahead and entertain the Looper so the Looper

[30:39] is going to allow us to essentially we got the underlying information if you remember from this spreadsheet Rose we have all this information here so what we can do now is we can use the Looper in the context of pushing this data towards it to do so we're going to have to identify the underlying data points here which is going to be our client name and within client name this is where we're going to put in our relevant information here we're dealing with a loop event like this we need to provide the relevant information when it comes to what's being looped here and do the fact that that spreadsheet is huge I'm

[31:09] just going to show you how to do a client name obviously in your context you would do it for every single column for us though we're going to go ahead and input our client name here so we're going to do client name comma and then we'll do the next one for project two come over here uh client name so we got our two client names here from here we're gonna go ahead and hit continue and we're gonna test this step so essentially this is going to allow us to get the individuals names now one thing I am missing here which is actually pretty fundamental to make this work is we need to give each one a unique identifier and the unique

[31:40] identifier we're going to use is going to be the overview number that we had so uh wine client name and then we're going to go ahead and add a space here and then we're going to go ahead and add a 2 here so we have a unique identifier for our second project so essentially uh what I've got to show you you can go ahead and replicate for your own needs we're going to continue this we'll re-test this step so as you see we got a unique identifier for client one and we got unique identifier for client two so we can't just go directly into here and input the variable of this because

[32:11] the fact that we got both names so we got to learn how to separate it in order to separate it we're going to do a couple of things the first thing we're going to do is we're going to go ahead and just do a chat DBT block I'm gonna do an event of conversation we're going to continue continuing to say uh based on this data point of a client's name we have a string semicolon or parentheses and then we're going to go ahead and provide that string here we need an output of just one of their

[32:46] names please choose actually before we do that let's go ahead and format it this is going to make it a lot easier so you have multiple lines we're going to add a formatter block here and we're going to essentially just do split text like we've always been doing here so we're going to do text and we'll do continue and that is why partly because of the fact I added that quotation or sorry the comma it's because that's going to be what we can use to split these texts so this should be two separate lines here to create Loop here put this in here and

[33:17] then essentially that comma is the separator we're looking for here we're going to segment it by all separate Fields continue test this step here there you go for your client name two client in one now we have separated the uh individual's name we need to do one last step here I know it's a lot but uh this is gonna get a little crazy okay so we're gonna based on this data point of the clients names um I'm gonna go ahead and do takes formatter client name and then you know we're just going to do

[33:49] a comma here as well so we Define name all right we're going to say generate and then we see this Loop right quick generate the client's name that is on this Loop what do you mean on this loop I mean this so Loop iteration one and then essentially we can go ahead and actually proceed from here it actually looks like maybe

[34:19] due to the facts okay so I missed one very important part of what it means to Loop essentially we need to provide the amount of times that it should Loop and the amount of iterations and one way to do this essentially is providing blank variables or blank fix takes so one way in this context would be adding a not you know not available yet and essentially this tells uh zap you here to Loop through it that many times so in your context you would basically set up however many data points that you want to input automatically uh in this data amount here from here though what that

[34:49] allows us to do essentially is if I retest this step you'll see that it will Loop through twice and essentially we'll get two iterations and why that's important is that's going to be what allows us to essentially uh grab this underlying data for its specific use case so it's going to make a lot more sense once we get into it um based on the data points of the client's name we have a string that you know output one apple two generates the client's name that is on this loop loop iteration one and then let's see if this is enough information for it to understand to

[35:21] choose John Doe I'm gonna go ahead and up the model here to gbt4 and let's go ahead and see if this works real quick I'm gonna do uh name grab and we continue test this step here all right there you go so we got the name here it gives too much information that we're just going to say uh generate just the name no text before or after now to be completely transparent I mean I'm I am making up this automation on the spot this is just for my expertise and from my understanding and you know

[35:52] we're doing this within an hour so if I had more time to really play around this would probably be a more efficient way to do this but for now I just wanted to show you like let's just do it right uh from here though essentially we got our content of John Doe I'm going to updater spreadsheet here so this is going to be two major uh pretty important stuff here so the first important thing that's going to incur here is we're going to go ahead and essentially put in the output here of John Doe that's fine and then essentially the next and most important thing is going to be this row so we don't want to overlap on rows so in order to ensure

[36:24] that we don't overlap on rows this is where we're gonna do a little bit more custom work where essentially we're gonna add another block here from Chad gbt and essentially the way we'd want to structure this block is to tell it based off whatever the underlying name is or the variable point because we've identified by overview one overview two to add a plus one so we're going to say based on this number do semicolon and parentheses and we're gonna go ahead and grab our

[36:55] number here which is coming from let me say based on the number found here plus one generate just the number this is like probably blowing your mind if you haven't really done prompting a lot of Chad gbt I mean you could really make it do a bunch of crazy stuff we're gonna do addition here you know the

[37:27] there's ways to go about it like I probably could have done JavaScript there but sometimes you could kind of you know circumnavigate code by using strategybt and just prompting it which is nice and as you see here we got an output of two you might be asking yourself why did you do that and the reason I did that is because of the fact that essentially well first off I did mess up I need to actually make it so that it isn't just John Doe it is actually the Looper so let me grab the looping real quick and for this we can actually simply just go with a simple addition of based on the number found

[37:57] here which would be the loop iteration one plus one and generate the number so essentially what this means in this context is I'm going to retest this action here um because of the fact that we're we have a fresh piece of data here we know that Row 2 is going to be on Loop one we know that Row three is going to be on Loop three or Loop two so we can do this uh essentially what this means is that on Loop two it will come in here plus one now on Row three so then we come over here essentially we can go ahead and add the row make it custom and we

[38:27] can go ahead and do this conversation here we're gonna do a reply here and we should be good to go okay so that was a ton of information before I go to the next step here let's go ahead and just skip this test and I'm going to shoot this and make this live I'm going to add that file and let's see if it works in theory what should incur is we should get both names here um not in Project budget in both names here from this Loop let's see if in theory this works I'm going to take this back out and I'm gonna go ahead and work

[38:57] this around if you ever wanted to see what a flow looked like and click into it you can see it live as you see here right now it's going through the Chad gbt block let's go and see what it comes up with so as you see with the looping function we'll get two different flows incurring here and the Moment of Truth boom there we go we got our two names inputted automatically from the data we provided by simply dragging dragging into that Google doc now this can get a lot more complex this can get a lot more efficient I just wanted to show you how to do it step by step as I know this content doesn't even exist right now and

[39:29] you probably learned a ton of stuff throughout this entire process showing you how you would do it in this specific context now there is another way we could probably got into work around here so we would have had a additional Looper is the ability to create zaps within zap so a sub zap I know crazy right it's Inception stream within a dream but that could have been a useful use case in this context we could have sent the information as a Subs app pushed it out as a loop into this but for now this is pretty sufficient on showing you everything you need to know on a very ground level in a very advanced level

[40:00] when it comes to chair gbt zapier Automation and starting to manipulate data automatically into your Google Sheets now I'll be honest if this video went a little longer than I expected but end of the day you probably got a ton of value so make sure to like the video it's completely free and it shows me here essentially you want more value that's oriented on these type of topics if you want daily artificial intelligence content make sure to subscribe here as that is what we're producing on a daily level if you want to see more tutorials like this I'm going to link one of our main playlists here found on this channel where essentially we dive into all 5000 apps

[40:31] on zapier and show and show you essentially how to leverage every single one with AI but without further Ado I'll see you in the next video thanks for tuning in and yes surprise I'm an AI Avatar make sure to explore more here at Corbin AI where we demystify AI for your personal and business life until next time