AI Assistant Does Your Job! Build AI Bots with Zapier Central & OpenAI's Assistant API
Summary
TLDR今回ご紹介するのは、ZapierのCentralとOpenAIを利用して、効果的な自動化とビジネスの労働を支援する新しいアシスタントを作成する方法です。GoogleドキュメントやMicrosoft Wordをデータソースとして使用し、ビジネスプロファイルを作成。このプロファイルを使って、メール自動返信などのタスクをスムーズに行うことができます。また、この技術を応用して、ビジネスの自動化プロセスを簡素化し、時間と労力を節約する方法も学ぶことができます。
Takeaways
- 🤖 利用ZapierとOpenAIのAPIを作成した新しいアシスタントを学ぶことができます。
- 📄 データセットとしてビジネスプロファイルを作成し、より効果的な回答を得ることができます。
- 📑 GoogleドキュメントやMicrosoftドキュメントを使ってアシスタントのコンテキストを提供します。
- 📈 ビジネスのルールやFAQを文書化し、自動返信の際に参照できるようにします。
- 🔗 ウェブサイトや連絡先情報を提供することで、アシスタントがより正確な対応ができるようにします。
- 📌 重要なビジネス情報はPDF形式でエクスポートして、APIで使用できるようにします。
- 🛠️ OpenAIのAPIを使用して、ビジネスプロファイルのPDFを参照してアシスタントを設定します。
- 📩 メール返信の際に、特定のトリガーワードに基づいてGmailの検索を実行します。
- 💬 ChatGBTブロックを使ってアシスタントと会話形式でメッセージを生成します。
- 📄 メールのドラフトを作成し、自動返信システムをZapierのアクションとして設定します。
- 🔄 自動化されたプロセスにより、大量のメールに対応する効率的な方法が得られます。
Q & A
今日のビデオで作成する新しいアシスタントはどのようなものか?
-新しいアシスタントは、W2や従業員保険を必要としないZapierのCentralを利用して作成されます。このアシスタントはビジネスとその関連する労働力を理解するためのデータセットを作成し、効果的な応答を提供するためのものです。
AIプロバイダーとして使用されるOpenAIの何の特徴を利用する予定ですか?
-OpenAIのアシスタント機能を利用して、ビジネスプロファイルのためのデータセットを作成し、より効果的で正確な回答を提供することができるようにします。
GoogleドキュメントやMicrosoft Wordを使用してアシスタントをトレーニングするために提供すべき情報は何ですか?
-会社の名前、場所、設立者、CEO、業界、使命宣言、提供されるサービスなどの関連情報を提供します。これにより、AIはより効果的な出力を提供することができます。
Eメールの応答を自動化するために設定するZapierの行動はどのようなものか?
-Zapierで行動を設定し、Gmailの受信Eメールに対する応答を自動化します。このプロセスには、Eメールの検索、Chat GPTの会話を生成、そしてドラフトの作成や送信が含まれます。
AIが生成したEメールドラフトを確認するために、どのようなステップを実行しましたか?
-ビデオのデモンストレーションでは、AIが生成したEメールドラフトが作成され、その内容が確認されました。これには、太阳能パネルの見積もりに関する初期の問い合わせに対する回答が含まれています。
このビデオで学べることの1つとして、どういったAIモデルの出力をより効果的にするためのヒントは何ですか?
-AIモデルの出力をより効果的にするためのヒントの1つは、カスタムインストラクションを使用することです。これにより、特定の出力を求める際に必要な文脈を理解し、より効果的な出力を提供することができるようになります。
ZapierとOpenAIを組み合わせて何を可能にすることができるか?
-ZapierとOpenAIを組み合わせることで、自動化されたタスクやビジネスプロセスをスムーズに実行することができます。これにより、Eメールの応答やデータの入力/出力、そしてその他のビジネス関連の自動化が可能になります。
このビデオで作成した「新しいアシスタント」は無料で使用できる吗?
-はい、ビデオで説明されているように、現在は無料でこの「新しいアシスタント」を使用することができますが、将来的には料金が発生する可能性があると述べられています。
AIが生成したEメールドラフトを改善するために追加で必要な情報は何ですか?
-AIが生成したEメールドラフトを改善するためには、おそらくアシスタントAPIにさらに具体的な情報(例えば、カスタマーサービスの電話番号やウェブサイト)を追加する必要があります。
このビデオの目的は何ですか?
-このビデオの目的は、ZapierのCentralとOpenAIを利用して、ビジネスプロセスの自動化と効率化を図ることです。具体的には、Eメールの自動応答やデータの処理を通じて、ビジネスの効率を高める方法を学ぶことができます。
このビデオで紹介された技術を実際に実践するためにはどのようなスキルが必要ですか?
-このビデオで紹介された技術を実践するためには、AIモデルとの対話やZapierの使い方に関する基本的な知識が必要です。また、ビジネスプロセスを理解し、それに基づいて自動化を適用する能力も重要です。
Outlines
🤖 利用ZapierとOpenAIで新しいアシスタントを作成
このセクションでは、動画の視聴者にZapierとOpenAIを利用して新しいアシスタントを作成する方法を紹介しています。このアシスタントは、従業員として扱う必要がなく、W2や従業員保険を必要としません。データ源の追加や行動の設定を通じて、ビジネスにおけるこの技術の活用方法を理解し、効果的な回答を得るために、OpenAIのアシスタント機能を使用します。また、Eメールへの自動返信を通じてこの技術の力を示すために、Googleドキュメントを作成し、ビジネスプロファイルを設定する方法も学びます。
📄 データ源の作成とZapierへのアップロード
この段落では、GoogleドキュメントまたはMicrosoft Wordドキュメントを使用してデータ源を作成し、Zapierにアップロードする方法について説明しています。データ源は、アシスタントが効果的な出力を提供するために必要なビジネスの文脈を提供します。これには、会社名、場所、設立者、CEO、産業、サービス提供などが含まれます。また、この文書のフォーマットはAIに読み取られるデータであるため、重要ではありません。
📧 Eメール自動返信の設定とテスト
この部分では、Zapierを利用してEメールの自動返信を設定し、テストする方法を学びます。具体的には、Gmailのアクションを使用して、特定の問い合わせEメールを見つけ、OpenAIのアシスタントを通じて返信を生成し、ドラフトを作成します。このプロセスは、通常の自動化タスクよりも簡単で、効果的な出力を得ることができます。また、この方法が機能することを確認し、ビジネスにおける実際の適用方法についても議論します。
🚀 ビジネスにおけるAIと自動化の活用
最後の段落では、ビジネスにおいてAIと自動化をどのように活用し、新しいアシスタントを効果的に使用することができるかに焦点を当てています。ZapierとOpenAIを使ったこの方法は、ビジネスプロセスの自動化に大きな影響を与える可能性があり、将来的にはさらに進化するでしょう。また、この技術を学ぶことで、ビジネスの効率化や時間の節約につながることが期待されます。
Mindmap
Keywords
💡Zapier
💡OpenAI
💡AIアシスタント
💡データセット
💡自動化
💡コンテキスト
💡API
💡GPT-3
💡Zapier Central
💡ビジネスプロファイル
💡メール自動返信
Highlights
Creating a new AI assistant without the need for W2 or employee insurance.
Leveraging Zapier's automation platform with AI to improve business processes.
Using OpenAI's assistance feature to create a more effective AI assistant.
Creating a business profile dataset for better AI responses.
Automatically responding to emails using the AI assistant.
The importance of context in AI models for effective outputs.
Custom instructions to improve the performance of AI models like ChatGPT.
Preparing a Google Doc as a context source for the AI assistant.
Including company information and services in the AI assistant's data source.
Setting up email response guidelines within the AI assistant's configuration.
Exporting the Google Doc as a PDF for use with AI platforms.
Using OpenAI with Zapier to reference the AI assistant in automations.
Creating a behavior in Zapier to respond to emails using the AI assistant.
Utilizing filters to identify specific inquiry emails for the AI assistant.
Testing the AI assistant's ability to draft email responses based on inquiries.
The potential for AI to automate email responses, reducing manual labor.
The cost-effectiveness of using AI models like GPT-3.5 and GPT-4.
Transcripts
in today's video you're going to create
your new assistant don't worry this new
assistant doesn't require a W2 or
employee Insurance we're going to learn
how to leverage zap your central with
creating behaviors and adding data
sources so we can start actually
understanding how this can apply to our
business and the labor associated with
our business therefore in order to do so
correctly we're going to have to use an
AI provider so we're going to use open
Ai and its assistance feature we're
going to create a data set that is our
business profile so we can get better
and more effective answers and to
Showcase his power we're going to go
ahead and automatically respond to this
email let's jump into today's video to
see the rest of the video click the link
down below it's a $50 pay no I'm just
joking so in this video this is going to
be probably one of the more powerful
videos I do on this channel especially
since basically no one's doing any
videos on zap your central it almost
like I don't think any even know maybe a
lot of people don't know about it right
now but we're going to go ahead and I'm
just going to show you a really cool way
so that when you start actually
leveraging this feature it gives you
more effective outputs because one thing
as we know when dealing with J gbt any
AI model is a huge thing that happens is
that it's not it doesn't understand
context in the sense of like why you're
using it in the specific type of output
you're looking for as we know custom
instructions can help with Chad gbt
there's different ways we can go about
it so that the outputs are more
effective in this video we're going to
learn how to get more effective outputs
of Zap your Central and more
specifically how this would apply to our
automations this is my Twitter
description down below let's jump in
today's video right off the bat go ahead
and check out that video right there if
you don't even have an idea what zamb
your central is it's going to show you
how to create behaviors add data sources
everything that this can do up to this
point then come back to this video on
this video though we're going to just go
over how to make these things even more
effective so we got our assistant your
new assistant maybe it's Jim maybe it's
Mary whatever it may be we're going to
go ahead and train this new assistant
with a data source data source is going
to be very simple create a Google doc
Microsoft doc and let's proceed the way
I want you to think of this Google doc
is it's going to be basically the
context that we provide these Bots we
get more effective outputs so provide
all relevant information that your
assistant would know in the cont context
that this was an employee such as
company name location maybe stuff like
founded CEO industry isn't as relevant
but for me I'm just going to leave it
there mission statement services offered
this is probably pretty important so for
example we got solar panel installation
Energy Efficiency Consulting sustainable
urban planning Corbin do you run this
company no I do not this is all a chat
gbt output I also want to notate that
the actual formatting of this document
is irrelevant for I mean it's relevant
if you want to see like it look cooler
or more pretty so if I bold this for my
eyes to make it like more clear to me
you can do that but when a AI model
reads this they don't care they're just
reading the data right so let's keep on
coming down here if this is relevant for
your use case you would provide key
clients maybe an award probably super
important would be contact information
such as your phone number email website
now we can kind of get into more of the
proctoring of how we want to structure
our responses depending on the context
so maybe your assistant is handling
email maybe your assistant handling
Excel sheets this is where you're going
to give the kind of the structuring of
how you want to input data how you want
to respond to emails you know everything
above the board here is our email
response guidelines to ensure
consistency and professionalism in our
communication follow these guidelines
when responding emails promptness
probably not too relevant honestly so we
can delete that tone relevant Clarity
relevant accuracy relevant escalation
possibly relevant probably not too much
in this context
so you know tone Clarity accuracy maybe
you want to add another part here that
says you know reference this email at
the end and then provide the email
whatever it may be leave it at that so
this is like what we're really looking
for here is that you are operating a
business so you know how you operate
with clients you know from past data and
past conversations past experiences what
typically gets the better responses and
if you don't then keep it General AB
test proceed in that manner then we got
frequently asked questions which can be
relevant for the context of your
business so such as how do I get a quote
for a solar panel installation what
warranty do you offer on your renewable
energy sources can your Energy Solutions
be implemented in existing buildings you
know stuff that comes up very very often
within your business once you kind of
created a docet like this and it has a
sufficient amount of data this is aerial
at 11 font I would say the max amount of
data you probably want to provide a bot
in this context is between 5 to 10 pages
Reed let's go ahead and then export this
as a PDF so I'm going to come up here to
file download PDF so we have the
information about our business Corbin
let's just jump over here and just start
going no no no we got to actually set it
up so that we can reference this
information in the context of artificial
intelligence so we're going to use open
aai you actually probably already know
what open a is if you have no clue about
zappier and open Ai and how they work
together you can check out the playlist
at the end here the first two videos are
like combined or over an hour and 10
minutes so you can get everything you
need to know about this industry but hit
create also side note I've done a ton of
videos when it comes to assistance API
in the specific context of zapier no
code friendly
solutions that sounded like a slogan
let's get the name here I'm going to go
ahead and name it the fake business here
instructions are going to be relevant
but let's just come down here real quick
to the files this is what we care about
so we're going to upload our data the
data we're uploading is that PDF we just
created together in Google doc couldn't
save don't worry uh we're going to go
ahead and add some instructions here
we're going to say follow the and then I
like to usually just give like copy
this and I'll add to quotation marks for
context on how to respond we'll leave
you at that for now now depending on
your use case this is going to give you
discretion on what model to use if
you're building out an API honestly I
would try both depending on how
effective the outputs and inputs are
just as a quick shorthand 3.5 is cheaper
than gbt 4 gbt 4 is for more the way I
like to phrase it is basically use gbt 4
outputs if a human's going to look at it
if a human's not going to look at it and
it's more of a data manipulation data
input output you'd use 3.5 for example I
can see a context here where you would
fine-tune a API assistant like this for
Excel sheets and data inputting and
outputting 3.5 could probably work in
that context but this matter we're going
to go ahead and just jump up to gbt 4
Turbo keep in mind as well in the
industry with apis and accessing AI
providers there is a downtrend when it
comes to cost other than like Cloud 3
that is more expensive than gbt 4 but
for the most part a downtrend in
November of last year when it came to
accessing an endpoint of gbt 4 it's
actually 66% cheaper now super cool
let's go ahead and hit save side note in
order to access files we do need to have
code interpreter and retrieval on okay
all right so we have our assistant here
reason we use this assistant is for the
fact that now we can reference this
assistant in zapier coming over to
zapier here let's create our Behavior
we're going to hit create behavior and
here we go let's do an event and this
could be any context but I usually like
to do the event of basically we can
command it I think that's probably the
most powerful point of this feature and
we're going to say the command is
respond
email I think that's good add trigger so
anytime I hit or anytime I type in
respond email this is going to run this
following flow so we're going to add an
action we're going to do an action of
Gmail we're going to say find email for
reference this is the example data point
coming in here this dude I don't know
who this guy is but uh he looks pretty
cool I like that sweater maybe we could
be friends is basically asking how do I
get a quote on solar pan panel
installation I'm going over here let
going and proceed so the search thing
we're going to do is typically when it
comes to receiving inquiries over email
most of the times you'll have a piece of
fix text in there so are you receiving
from Yelp Google Business whatever it
may be you'll have a piece of fixed text
in the subject l line therefore making
this entire process a lot easier when it
comes to making sure that we only find
specific emails that are inquiry emails
knowing this I'm going to reference this
tutorial right here this tutorial right
here is going to show you how to
basically grab emails that maybe aren't
perfectly structured that maybe come in
like this and you can go ahead and learn
how to use AI in order to identify
between a you know MailChimp
subscription and a actual lead email so
use that tutorial right there for the
purposes of this tutorial I'm just going
to show you how to respond and you know
use the chat bot so I'm going to just go
ahead and do this for right now
reference that tutorial up there if you
want to see how to use AI to identify or
alternatively use filters add action and
the next action here is going to be a
Chad gbt block so do chat gbt we'll do
conversation or we'll do conversation
with assistant that's the whole point of
what we just did there so we'll do
conversation with assistant we're going
to go ahead and have it generate the
message the assistant is going to be a
specific field here we you might have to
give the exact ID here unless it shows
up does show up we're going to click our
assistant so we're going to have to have
ai generate the value for this field and
everything else we're going to have ai
do except the model should be very
specific we should have that up to gbt 4
now here's the first thing that you'll
realize not Vision we don't need this to
see anything here's the first thing
you'll realize when leveraging Central
is it doesn't necessarily allow you to
reference data points and chain it that
is where this comes into play so this
can this can get a little confusing but
you have to make sure your instructions
are very specific on the way it handles
this kind of information that's why
we're basically leaving the message as
have ai generate the field but it has
context from the assistant and the
instructions we set up within the
assistant's API okay let's go ahead and
add an action here we're going to say
send email or create a draft send email
will automatically send the email to the
receive to the basically the person that
sent the email to us purposes this video
so we can kind of look at it we're going
to say create a draft
and then add action all right so this is
where the fun comes into play this may
take a couple more times to go can I
update this name I cannot update this
name we're going to go ahead and begin
here when I say uh apostrophe or
quotation marks find the email and
understand the type subject
line and body once you understand both
use we say conversation we'll just type
it out
conversation with assistant action to
write to
generate a subject line and body then
once generated output
place in the
create draft action two things first
thing this is my first time actually
proctoring in this context so we'll see
if this even works second thing I may
actually have to add more information to
the assistant API to make it more
specialized for email responsing so it
can't it maybe not be able to be a broad
version of the data let's find out
though let's test test this Behavior
what we're expecting here is we're
expecting a draft to show up that
responds to this
inquiry and let's see what happens I
want to also point out as well if this
works this is actually going to be
pretty crazy because alternatively this
would required a formatter block uh in
the context of an automation it would
have required a lot more blocks a lot
more work in order to get this kind of
output so we got the conversation with
the assistants complete let's see if it
can actually set up a draft here and we
can gut check it with our data source to
make sure it's actually the correct
answer okay I'm going to be genuinely
impressed if this works let's
see reload
this got a
draft to get a quote for the solar pan
installation fromation we have two
options contact them through the website
call their customer service line let's
see if that's what we put into our draft
or data scrolling down here over here
y'all okay initial
inquiry this the first time I'm doing
this y'all all right this is like so we
got how do I get a quote for solar panel
installation how do I get a quote for
solar panal installation you can request
it quote by contacting through
contacting us through their website or
calling our customer service
line draft contact through the website
call customer service line okay okay
okay it worked now to be honest with
y'all maybe we need to add a little bit
more information like hey when
responding to inquiries provide the
customer service line like the number or
provide the website but holy smokes
y'all this actually just
worked okay this worked it was able to
reference the data yeah no this worked
y'all so now that this works which is
like extremely cool if I want to go go
ahead and just refresh a chat here and
and if you referenced that other video I
referenced earlier now what you can do
is we can set up logic where okay first
off I want to point out something as
well which is kind of insane so you know
how I said earlier that you would need a
formatter or block like if you're
familiar with this channel you know what
I'm talking about you would need a
formatter block to split the data points
between the subject line and the body
and how to like structure everything
with this conversational with Central
what they're doing is they're adding
like a when I reference a Chad gbt block
and conversation of assistant they're
adding another layer of artificial
intelligence to like
basically smooth it over to make sure
that everything comes out more correct
in a way like this is big y'all if you
have little to no knowledge of how to
talk to these models this seems like a
very easy way to start doing this okay
right bot
command let's go ahead whatever we can
give it bot command the way we
references it though we're going to
respond email so I may need to do more
videos on this because for example what
I could do is I'm starting my workday I
have 10 unread emails I'm like you I
don't want to respond to any of that
already lasered in through the API
assistant who I am purpose everything
done some work on it all I would need to
do now and I could do a loop function to
go through the emails is simply go to my
central zampier click respond to email
and then we can set up a flow where it's
checking every single
email has
context and then responds to every
single email with drafts or
automatically okay yeah yeah this is it
it seems like they'll as well you may
need to actually Proctor and say do AC
respond email and then it will keep
going of everything we just set up
that's impressive y'all uh yeah this is
this is huge this basically I mean
imagine two years from now this if we
can do this now I mean we could
basically what I just described that
workflow we could do as well which would
be actually pretty crazy good let me
know if you want to see more videos like
this make sure you leave a like it let
me know on this channel if you want to
see more stuff like this it's completely
free I'm going to leave a playlist at
the end here showing everything we can
do with zapier I've kind of like moved
it around more some more recent videos
are on the top you get all the context
of how to start leveraging artificial
intelligence and automations in your
business but today's video we just
created your new assistant and with
basically probably a four or five hours
of just going at it you could probably
create something very effective for your
business this is also free as of now I
have no clue how they're going to charge
in the future I'll see you in the next
video that's a playist I was referring
to when it comes to zapier and
artificial intelligence and how to
leverage it that's a random video that's
my face make sure to click subscribe
click notification Bell leave a comment
all that good stuff bye-bye
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