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Workflow Action: GPT Powered by OpenAI

Welcome to the GPT Powered by OpenAI, a feature designed to simplify your business operations with the power of AI. It's built to handle complex tasks swiftly and efficiently, transforming tedious manual processes into streamlined workflows. Embrace a new era of automation with Workflow AI Action in Stack.

What is Workflow AI?​

Workflow AI is a groundbreaking feature that leverages artificial intelligence to enhance your business automation strategies. Seamlessly integrated with your CRM, it intelligently responds to various triggers and actions, streamlining your workflows. Utilizing advanced AI like GPT-4, it generates dynamic, contextually-aware responses, enriching your communication processes. Workflow AI supports diverse applications across platforms like social media, e-commerce, and learning management systems. It also handles complex data formatting and computations, ensuring precision and efficiency in your operations. This feature empowers your business to be more proactive, responsive, and adaptable.

Usage Cases​

Here are some practical applications of Workflow AI in conjunction with other Workflow Actions and triggers:

  • Social Media Auto-responder: Use Inbound Webhooks from social media platforms to trigger a Workflow AI response, such as sending a thank-you message to new followers.
  • Automated Birthday Wishes: Trigger a 'Birthday Reminder' to send birthday wishes via email or SMS.
  • Fitness Progress Updates: After a 'Lesson Completed' trigger in a fitness app, send progress updates to users.
  • E-commerce Abandoned Cart Recovery: Upon an 'Abandoned Checkout' trigger from Shopify, send a reminder about abandoned carts.
  • Automated Webinar Follow-ups: Use the 'Appointment Status' trigger post-webinar to send follow-up emails.
  • Real Estate Opportunity Management: Automatically update Google Sheets and send emails upon an 'Opportunity Status Changed' trigger.
  • Course Completion Certificates: Send congratulatory messages and certificates after a 'Product Completed' trigger in an online course.
  • Automated Restaurant Reservation Confirmation: Send confirmation messages with booking details upon a 'Customer Booked Appointment' trigger.
  • Product Recommendations: Generate product recommendations after an 'Order Placed' from Shopify.
  • Post-Purchase Survey: Activate a post-purchase survey with a 'Payment Received' trigger.
  • Job Application Auto-responder: Send acknowledgment emails upon a 'Form Submitted' trigger for job applications.
  • Study Plans: Create and send study plans upon 'Lesson Started' triggers.
  • Financial Advice: Generate and send financial advice after a 'Payment Received' trigger.
  • CRM Event Follow-up: Send follow-up emails after an 'Order Submitted' trigger.
  • Automated E-commerce Product Reviews: Request product reviews after an 'Order Fulfilled' trigger from Shopify.
  • TikTok Influencer Campaign Management: Add influencers to the Affiliate Manager and send welcome messages upon 'TikTok Form Submitted'.
  • Automated Event RSVPs: Send RSVP confirmations using an 'Inbound Webhook' from event registration forms.
  • Fitness Goal Tracking: Send updates and motivation after a 'Task Reminder' trigger.
  • Client Onboarding in SaaS Companies: Send welcome messages and onboarding instructions upon 'Membership New Signup'.
  • Hotel Booking Confirmation: Send confirmation messages with hotel booking details upon a 'Customer Booked Appointment' trigger.

Setting Up GPT Powered by OpenAI​

  1. Create or Use an Existing Workflow: Start by creating a workflow or selecting an existing one.
  2. Add a Workflow Trigger: After adding a suitable trigger, proceed to the Actions section.
  3. Add Workflow AI Action: Select 'Workflow AI - GPT powered by OpenAI' from the actions list.

Select Model​

Choose from available models. By default, GPT 3 Turbo is selected, but you can opt for GPT 4 Turbo.

Prompt​

Use prompts to generate responses. For example, ask ChatGPT to create a response for a customer message. Dynamic prompts can be crafted using custom values.

Select Action Type​

If you're unsure of what prompt to use, try pre-made action types. Options include:

  1. Analyze Text Sentiment
  2. Summarize Text
  3. Translate
  4. Custom

Temperature​

The sampling temperature controls the randomness of AI-generated text, ranging from 0.1 to 1. Higher values (e.g., 0.8) yield more diverse outputs, while lower values (e.g., 0.2) produce more focused responses. Adjust this to balance creativity and control.

Output​

After setting up ChatGPT, use the results in further workflow actions.

Sample Prompts​

  1. Generate a Response:

    • Reply to a customer message.
    • Prompt: "Your name is {{user.name}}. You are a helpful, creative, clever, and very friendly assistant. Generate the best response email to {{contact.name}} from {{user.name}} for the below message. {{message.body}}"

  2. Generate Email/SMS Content:

    • Create dynamic content for emails/SMS.
    • Prompt: "Generate email content without a subject to promote the product in this link YOUR_WEBSITE to {{contact.name}} from {{user.name}}"

  3. Check Intent:

    • Determine message intent.
    • Prompt: "Just reply only with POSITIVE, if the below message has POSITIVE INTENT and negative if the message has NEGATIVE INTENT {{message.body}}"

  4. Translate:

    • Translate content to the contact's language.
    • Prompt: "Translate the below content from English to DESIRED_LANGUAGE: Hey {{contact.full_name}}, Thanks for reaching us. Let us know how we can help you!"

FAQs​

Can I customize the behavior and responses of the Workflow AI Action?​

Absolutely! Customize the Workflow AI Action by setting the desired temperature, controlling the randomness of responses. Higher temperatures yield more creative but less predictable responses, while lower temperatures produce more focused outputs.

Are there any limitations or considerations when using the Workflow AI Action?​

The Workflow AI Action relies on the ChatGPT model, and responses may not always be perfect. It's advisable to review outputs before sending them to customers. Regular testing and monitoring help ensure quality and accuracy.

Can I use other Workflow actions and Triggers with the Workflow AI Action?​

Yes! The Workflow AI Action integrates seamlessly with other Workflow actions and Triggers, enhancing your workflows' capabilities. Here are some examples:

  • Custom Lead Qualification: Engage with leads using ChatGPT and qualify them with additional Workflow actions.
  • Intelligent Customer Support: Understand customer queries using ChatGPT and generate personalized responses.
  • Dynamic Content Generation: Create dynamic content using ChatGPT and process it with other Workflow actions.
  • Contextual Sales Recommendations: Analyze contact data and generate personalized sales recommendations.
  • Automated Event Registrations: Confirm event registrations and send personalized reminders or follow-ups.

By combining Workflow AI Action with other Workflow actions and Triggers, you can automate processes, personalize interactions, and streamline your business operations.