Unlocking OpenAI Zapier Workflows: Automation Expert Lesson - Complete Guide
Let's build with Zapier and AI (100+ videos)📅 2023-11-26
Transcript
[00:00] let's go to learn about a complex flow here we use at webcafe AI when combining zapier as an automation platform and open AI API for the artificial intelligence we're going to be diving into multiple ways we can approach using chat gbt in this context so you might learn different ways you can start leveraging gbt in your automations for your business this is going to be a complex workflow I'm going to walk you through step by step just from start to finish everything you need to know about one of our complex workflows we use here at webcafe AI welcome back to the channel y'all I'm Corbin AI as you may already know let's go to up it today so
[00:31] video I want to do today is that one of our domains for our corporate account here at webcafe a.com is that we showcase different AI businesses and one of the processes during this website here is you can submit your own business so when an individual fills out this form in regards to their specific business we go ahead and process it and see you know goes through a Ving process and see whether we want to list it on this website so a situation I was facing was I didn't the the data that we would receive would come in in a very
[01:02] particular way so let me go ahead and show you what that would look like okay so I went ahead and filled in our form here with some just test data here as you see here we're going to take the place of a real estate company we're going to go ahead and just fill in the links here just fill in the information so we have something to submit I'm going to hit submit for review and then as you'll see when we receive this as a data point it isn't like digested correctly and it isn't how to make it so it's operationally easy for us so it can automatically be listed or vetted for us okay so when we receive a form on our website here as you see this is how the data comes in which would then require
[01:34] me to go to our back end here and I would have to add it manually right at all the data points the name manually the link manually you know the tags manually the descriptions manually that's too much work let's streamline it and let's automate it with artificial intelligence and automation over the past week during this giving I went ahead and created this within two hours this goes over ways we can start using Chad gbt in the context of reformatting data and really more complex methods rather than just like hey give give me a social media caption so the way this process works specifically for us is
[02:04] that we will receive a contact form and that will get triggered right so once that gets triggered here we're going to first add a filter block so the purpose of this filter block is to um go ahead and make sure we don't get like spam messages but one thing I want to do real quick is I'm going to go and edit this real quick and actually put in the test data that we just received here so let me go do that found our test data here I went ahead and just went edit and then you know obviously click you know find new record records here we go we're going to go proceed with this record here so I'm going to say continue with selected record so this is the flow here
[02:35] first thing we want to do is we want to add a filter BLX so this can be very useful in whatever context you want to add this into your automations this is kind of a advanced filter in the context of automation as it allows us to exit out of automations if they're uh you know if they're useless or deemed useless so for us the way we went ahead and filtered our block here is as you see here it's not showing it correctly but it if I go ahead and just find the data title here um let's go go ahead and find that as well so as you see here we have it structure like this we gave context we said received a submission of
[03:06] a business to be listed on our website then we provided the the submission data so we said form submission data um the reason I'm talking like this is because when we reference it later it's important in prompts to make sure you reference and clearly identify what you're identifying if that makes sense so for this context we're saying form submission data we're going to do business title so our way of gut checking whether it's a Spam or not spam is allowing chat gbt for us this is going to be our business name here is allowing chat gbt to basically look at
[03:37] the submission and identify based off the title and description that was submitted in the form is this deemed at a certain extent not spam now to give you context some spam form submissions I've got in the past was someone just straight up putting in in the same character so putting in like you know Triple A or like someone quite literally put spam in the form so the idea is this if someone were to put a title that seemed not correct or not like a business title or a description that doesn't seem like a correct description we're going to get an output of no so
[04:07] this allows me to save on automation task and you know not go through this entire flow here but because I gave some real data here or some data that could pass as real in this context such as the name being real estate Ai and then the description being we run an AI company to help buy houses this is going to be deemed as true yes so I like having this set as a model of GB T4 in theory this can work with 3.5 it may require a little bit more prompt structuring in your context if you choose to do so make sure you add a filter key this isn't I
[04:38] called it filter BS this is important as this ensures that the way it structures it output is either yes or no and it's very important that it maintains that kind of structuring as that's going to what it that's that is what's going to allow us to exit early as you see here so I hit continue here as you see from that underlying response here we might get some past responses here if I hit reply we should find a answer of yes so yep right here content yes so as we go from here this is how we proceed now we add a simple filter block here the
[05:09] filter block and you could probably already interpret you could add a pass block here if you have different variables rather than a bulling of yes or no maybe there's different paths you want to go down depending on the type of content for us it's just yes or no is this spam or is this not spam if the reply from chbt is yes and exactly matches yes so if this replies so I go to filter here I type in reply if this reply the output of chbt is yes you want to put exactly matches yes then we're going to proceed this is because
[05:39] if the reply was no then we would exit out early saving us automation task and just to send this home as you see here we added the quotation marks generate yes if submission is real or no if the title and description are not real there we go we passed our very simple Logic for a filter here let's move to our slug maker so you might what is a slug uh check the URL right now in your browser so slug is like the um for our context here it is the link right so this is how our link looks typically with slugs you can't have special characters in them
[06:10] has to it looks best when it's all lowercase and we're using dashes so what we did here is instead of going through the process of formatting it with JavaScript let's just use GB gbt here and what's best is we can use a lower model like 3.5 which is really really cost effective so our version or our way of creating a slug in this context is is going to go ahead and say Here's the text input you don't have to get much context we're just reformatting the data we say format the text input to be all lowercase and if there's any spaces add the dash notice how I'm adding quotation marks when I want to be specific here
[06:41] and if you're a little lost up to this point just to clarify what I'm doing here and the process I'm building out here is to automatically create a listing on our website EG all of this data is inputed by software and not input it by me let's go ahead and proceed obviously we need a memory key insuring consistent outputs so the next step here is that part of our listings has um two main items so the two main items for our listings is there's going to be the listing itself so in this context this is the software or the AI
[07:12] tool that's being leveraged EG let's just go to the front end and show yall real quick so for example if I come to PDF reader here this is the listing for us if we want to go to the business that operated or owns that listing we go to business profile and this is the underlying business so so in this process though we got to kill two birds of one stone Because the actual listing itself requires a business as well associated with that so to kill two birds of one stone here we're going to go ahead and create the business and the listing in the same automation flow to
[07:43] do so what we did is we just created another item this is going to be you know pertinent or whatever is associated your platform we're going to create another item here we're going to go to our collection of businesses and we're going to go ahead and uh input all the relevant data that we found in that submission so for business bio we're adding the description for the email we're adding the the email that the business put in the form for the Twitter link uh we're putting in the Twitter Twitter link that's cool what is the Twitter check me out on here if you have a Twitter random thoughts AI stuff cool stuff um location San Francisco business
[08:13] name is going to be the business name input in the form and then the business link which we is going to be the slug maker which we identified before as this is going to allow us to put in the correct formatting for our underlying link here so if I come over here this is our underlying link and links need to I can't put an um you know I can't put a special character there like a curly bracket that would make it so the Link's broken and you'd run into errors so proceeding from here now we're going to get into some uh pretty complex stuff here and you're going to be able to leverage of AI and spe Layman and not
[08:43] deal with code cool this is going to be our tag Creator so our purpose of our tag Creator here as this looks a little confusing is right now on our website we have nine different ways to Niche down your underlying listing EG let's go to web Cafe Marketplace here we have the tags of Market uh marketing and productivity so basically just giving more context of what the underlying AI tool is or software knowing that though we have you know how do we automatically have it so that the tag is added to the
[09:14] listing as well this is how we do it so the way the data comes in from our form is the individual is you know if they selected design so I come back over to a form here if they selected design EG I clicked that is going to be true if I don't select it it's going to come in as false so knowing that we know we're dealing with booleans here therefore if they put false for chat Bots we don't want chat bots on this listing so what we do here is I mean I'm speaking a little bit of their language here so I'm saying bullying tag data all bullying in
[09:44] bullying is is true or false yes or no that's all it is in this context and what we do here is that we identify the specific data point so for us CRM true or false false and you know that's coming in live from the underlying form itself but the idea here is this um first off I want to point out as well data CRM the front facing or this automation doesn't actually see the word data CRM the only thing it will see on this data point is false that's why I add CRM here but proceeding from here as you see here we are provided with four different truths automation chatbots
[10:16] marketing e-commerce generate an output for of the only true tags in the data because we don't care about the false format the structure dags tags with commas and just output the tags no text before and after that is a nice little dictation right there no text before and after if you have issues with outputs use that so you don't get the annoying little bit oh this is your caption by the way I don't want that I want the caption do that's nice little trick there 3.5 cheat tag out memory key and boom I hit this retest this step we're
[10:46] going to get a structuring of tags and commas as you see we did that so we got automation chat Bots marketing e-commerce reeding from here this is where it gets a little bit complex but by showing you this you're going to be able to be like oh okay now I can do some cool stuff so the problem is the way that at least web flow works and this API works is that you can't actually input so when we're building out our create our business listing here I can't put in uh for the tags automation if I put automation there it's not going to work so the way that web flow this is my context it might be
[11:18] different for whatever Back backend you use but this is good to know because it might be a little bit uh formatted a bit different than you expect so if the way ours works is for example uh we get our t Creator here and we get the output of automation coming over to our web flow here if I go to uh automation I can't put automation so what I do put is the item ID so that's how it commutes and Comm communicates in the context of software uh so I can do this automatically for you it might be something specific to Shopify or
[11:49] WordPress whatever it may be that might be holding you up in certain context keep that in mind if I if I put automation there it' be an air if I put the itm idid there it's going to be automation but that's just how it communicates knowing that I had to add a little bit more complexity to this automation therefore what I had to do was I provided the tag data so I went to every single one of those tags crn productivity social media and I provided that ID I just showed you in the automation itself therefore then I
[12:21] provided the tags that were chosen based off the previous output so then we can go ahead and choose uh basically choose the IDs that are associated with this underlying form submission but then on top of that I said okay here's business context the business description from that form based off this business context and the tags chosen only output one tag and basically the tag ID that would fit best EG does the social media tag fit best in this business context does the automation tag fit best in this
[12:52] context based off the tags chosen knowing this if I come down here gbt 4 tagout ID uh for the key continue now retest this step we're going to get one ID and it's going to be specific to a specific tag boom there we go I'll zoom in a little bit here so now we go ahead and proceed to our next step here which is a little bit more simple um same idea here every single category for our under underlying web flow backand has an Associated ID so I go to gbts here we got an item ID right there therefore for
[13:24] us what I did is said based off the category chosen is a little bit more fixed here go ahead and just give me the ID so as we know here based off the form submission of AI tools the ID associated with that going the AI tool ID therefore based on the business category chosen outp put its ID just the ID no text before or after then we're going to go ahead and continue and since that was a little bit simpler logic because it's very like just give you ID I went ahead and opt for 3.5 continue tests step and we'll be good to go so then we get to
[13:56] the final leg here which was czy the business listing itself so this is just connecting the dots at this point listing category is going to be uh choose category listing tags is going to be the tag that we got right here business is going to be the underlying business we created here um EG we created the business for the business listing I'm going to go ahead and run this all live so y'all can see it live moderator this is a fixed piece of text because we currently only have one moderator here an AI moderator called Brew we went ahead and grabbed the fixed text of Brew here and put Brew right
[14:27] there uh and Americano black drink it straight best way to have coffee uh listing long description provided a long description from that form there and you know for right now I have for the the different links associated with the listing I have it in the about and I have the name and then I have the underlying link here so this is a cool little trick here so the link itself I don't want it to have the same uh path as the business link here so what I did here is I took the the uh slug we created here and I just added - ai- business therefore the list has a
[14:59] separate domain link then comparative to the actual business itself so this might sound a little confusing so I'm going to show you it all live here knowing that though we have successfully set up an automation so when an individual submits a form it puts it all into draft as you see here and allows for discretion on whether we want to accept it on our site or not on top of that um notice that is not perfectly Done Yet EG the links the website link and imag links aren't perfectly done yet this is still a work in progress as I plan on making this even more you know more effective at
[15:29] automatically putting links and stuff of this nature but up to this point this does basically 90% of the heavy lifting here when it comes to how we categories and how we input data for businesses therefore let's see it an action shall we so I'm going to go ahead and retest this up here and with this retest if I did everything correct I may have messed up we should see a new business here and we do and it's in draft here we go so all relevant information here perfect so now with this new business listing I'm going to go ahead and come down to sorry
[16:01] with this new business now we come to the underling software that it's selling which is going to be the business listing if I go ahead and continue here retest this step here we're go ahead and proceed and we should see a new listing set in draft and there we go so here's the thing and just to clarify a little bit more on this if I go to Real Estate AI here notice how the business link as startup or apples that's really random I know um and then the listing itself has startup startup or Apple - A- business egy two different pages as I said before
[16:33] that was the difference between basically I'm on let's learn about the PDF this is the listing comparative to let's go to the business this is the business right so we did we killed two birds of one stone here don't call pea um that works though everything works everything's flushed out everything's connected that is kind of the wrap of this tutorial I wanted to show you this because this is kind of niche as I know this is like you're unless you're actually listing like your business is a index of other businesses and you list
[17:03] businesses then this is not nich and you just hit the gold but if it's not if not and this is more Niche for you you still learned a lot when it came to open AI API and chat gbt and how to structure data how we can talk to data like think about the tag Creator than the tag to ID think about the slug maker this negates the ability for us need to understand JavaScript and we can speak to it in lame in terms so if you feel like you learned something so far or up to this point or at the end of this video make sure to leave a like it's completely free U if you like this kind of content you want to see more of this content I'm going to leave a playlist at the end here we're diving into zapier all 5,000
[17:33] apps and everything we can do with them on top of that this channel consist of me talking about business me talking about artificial intelligence me doing more simple stuff when it comes to just understanding how to use Chad gbt and these AI language models and then me jumping into more complex stuff like how to automatically input data into an Excel sheet so you don't have to do that ever again in your life so 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
[18:05] demystify AI for your personal and business life until next time