Did you know you can easily harness the power of AI to automate complex tasks in your nocode business applications with Noloco's "Ask ChatGPT Action" and the OpenAI ChatGPT module in either Make or Zapier. This short guide will show how to integrate these tools effectively, and save hours on the manual tasks you have been doing.
Using ChatGPT in Noloco:
You can easily add ChatGPT into your Noloco workflows to generate content, summarize calls, and plan project steps. Here’s how:
- Add the 'Ask ChatGPT' action to any of your workflows, or create a new workflow
- Create Your Prompt; Be clear and specific with your requests.
Pro tip: Boost ChatGPT’s confidence, make sure to tell is who it is such as:
“You are an expert at writing real estate property descriptions. You write concise, descriptive, poetic descriptions that impress customers” - Save ChatGPTs response to one of your records in Noloco, or use it in another Workflow Action, like sending an email
Expanding with Make/Zapier and ChatGPT:
You can also combine ChatGPT with automation platforms like Make or Zapier for broader automation. Both Make and Zapier have powerful OpenAI integrations allowing you to access the best of OpenAI, such as ChatGPT Vision, and ChatGPT Functions, to extract text from documents, or get structured answers to prompts.
The best part, you can easily trigger automations in Make or Zapier through a Noloco Workflow, either when a record value changes or on-demand using an action button.
Here’s how you can set that u
- Setup a new Scenario or Zap, this will be where your automations will run
- Use a Webhook trigger, and copy the Webhook URL into a Noloco Workflow using a Webhook Action
- Add & configure ChatGPT module, make sure to add your OpenAI API key
Pro tip: check your OpenAI trial credit hasn’t expired, if it has, just add a card to your account, it won’t cost you much to experiment with it. - Just like before, create your ChatGPT prompt, you can include dynamic data from Noloco to get custom answers depending on what record you’re passing to it.
For example: “You are an expert…. Write a property description based on a house with <number of beds> beds, in <area>” - Save the output of your ChatGPT action back to Noloco using the Noloco integration
Task Automation using ChatGPT Actions
There are an infinite number of tasks that you can automate using ChatGPT actions in your workflows combining Noloco and OpenAI, so let’s take a look at a few that are sure to save you at least 10 hours a week. For each action, we have included a prompt that has proven to work really well, but you can always customize it to meet the needs of your business.
1. Extract Key Information: From documents with precision.
Use ChatGPT Vision to extract the text from a given document, such as a CV, an invoice, a receipt, an email, and then pass that to ChatGPT to extract certain properties from that text.
Prompt:
“You are a world-class recruiter who screens CVs of candidates every day. You need to extract the name, email, telephone number, address, skills, qualifications, most recent job and any other notable points from the following CV text: <cv_text>
Your output should be in the format of one value per line, like this:
name: <value>
address: <value>
...etc”
2. Draft Sales Emails Based on Product Information and Customer Profiles
Utilize ChatGPT to draft personalized sales emails by combining product information with specific customer profiles. This approach tailors communication to each recipient, increasing the likelihood of engagement and conversion.
Prompt:
"You are a sales assistant specializing in creating bespoke, compelling sales emails. Given the product information below and the customer profile provided, draft a persuasive email that addresses the customer's specific needs and interests, highlighting key features of the product that align with their profile.
Product Information: <product_details>
Customer Profile: <customer_details>
Your email should be engaging, personalized, and highlight the product's benefits relevant to the customer."
3. Dynamic Tagging: Label information dynamically.
ChatGPT can be used to dynamically tag content such as documents, emails, or social media posts based on their content. This helps in categorizing and organizing information efficiently, making it easier to retrieve and analyze.
Prompt:
"You are capable of intelligent tagging. Your task is to analyze the following text and assign relevant tags based on its content, context, and any underlying themes or subjects. Consider aspects like industry, sentiment, key activities, or notable entities.
Text: <text_to_be_tagged>
Provide a list of suitable tags for this text, each on a separate line."
4. Matching and Ranking: For candidates, properties, or opportunities.
ChatGPT can assist in matching and ranking candidates, properties, or opportunities by evaluating and comparing various criteria such as skills, qualifications, property features, or business opportunities. This process streamlines decision-making by prioritizing the most suitable options.
Prompt:
"You are an expert in matching and ranking based on specific criteria. Given the list of candidates (or properties, or opportunities) and the required criteria, rank them in order of suitability.
List of Candidates/Properties/Opportunities: <list>
Required Criteria: <criteria>
Rank the list from most to least suitable based on the criteria, providing a brief justification for the top three choices."
5. Sales Notes Analysis: For insightful follow-up actions.
ChatGPT can analyze sales meeting notes to extract key insights and suggest follow-up actions. This helps in understanding the client's needs and preferences, leading to more personalized and effective post-meeting communication.
Prompt:
"You are skilled in analyzing sales conversations and suggesting follow-up actions. Given the sales meeting notes below, identify key points, concerns, interests, and any expressed needs of the client. Based on these insights, suggest three strategic follow-up actions.
Sales Meeting Notes: <meeting_notes>
Provide a summary of key points and a list of recommended follow-up actions."
6. Email Creation: Transforming notes into effective emails.
ChatGPT can be utilized to convert notes, such as meeting summaries or briefs, into well-structured and professional emails. This tool is invaluable for ensuring that important details are communicated clearly and effectively in follow-up correspondence.
Prompt:
"You are skilled in drafting professional emails from notes. Using the notes provided below, compose a clear, concise, and formal email that conveys all the essential information in an engaging and coherent manner.
Notes: <provided_notes>
Format the email with a suitable greeting, body that covers all key points from the notes, and a polite closing."
If you want to start automating your repetitive business tasks, and save you and your team hours each week, get started with Noloco today with a free 30 day trial