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Are you manually organizing requests received via Slack or email for tasks like invoice creation? Extracting and compiling information each time can surprisingly take a lot of time and lead to errors.
However, even if you want to automate using AI or external tools, many might feel hesitant thinking "the setup seems complicated."
For those individuals, we recommend integrating with ChatGPT using the no-code tool Yoom.
<span class="mark-yellow">With Yoom, anyone can easily automate tasks such as organizing data, generating text, and sending notifications using ChatGPT.</span>
It prevents tasks from becoming person-dependent and reduces the burden of verification work, which is a significant advantage.
"We want to improve efficiency in our operations without relying on engineers" — if you share this sentiment, please continue reading!
Yoom offers templates for automating workflows using ChatGPT! If you want to try it right away, click the banner below to get started!
There are various ways to automatically send and forward data with ChatGPT. We've picked out a few methods for you to check out!
Simply click "Try it out" on the automation example you're interested in and register an account to immediately experience automatic updates with ChatGPT. Registration takes just 30 seconds, so feel free to give it a try!
This is recommended for companies considering automating inquiry responses using ChatGPT, or for IT personnel aiming for further automation by incorporating AI and RPA into business workflows. <span class="mark-yellow">
Recommended for IT personnel at companies looking to automate the invoice creation process and improve operational efficiency, as well as small business owners who want to enhance business processes using ChatGPT and API integration.
Recommended for those looking to streamline the billing process and reduce human error, as well as business owners managing customer information using forms.
Let's create a flow to automatically send and forward data with ChatGPT!
This time, we'll proceed with the setup using Yoom without any coding, so if you don't have a Yoom account yet, please issue one from thisregistration form.
[What is Yoom]
<span class="mark-yellow">This time, we will create a flow bot that drafts an invoice with ChatGPT based on Slack posts and sends notifications!</span>
The creation process is broadly divided as follows.
Let's register ChatGPT, Slack, and Google Sheets, which we will use this time, in Yoom's My Apps!
By registering them in My Apps in advance, future settings will be smoother.
Click "+ Add" on the right side of the screen and enter ChatGPT in the search window.
Click on the displayed suggestion.
*To use ChatGPT (OpenAI) actions, you need to subscribe to the paid API plan. It is a pay-as-you-go system based on usage, and errors may occur if payment is not possible. Please check the details here: https://openai.com/ja-JP/api/pricing/
A screen like the image below will be displayed, so enter according to the content.
For more information on registering ChatGPT in My Apps, please check here.
Once ChatGPT is displayed in My Apps, you're done.
Click "My Apps" → "+ Add" on the left side of the Yoom screen.
Search for Slack in "Search by App Name" or find it from the app list.
A screen like the image below will be displayed.
Set the channel to receive notifications and click "Allow".
Return to the My Apps screen and if Slack is displayed, you're done.
This completes the setup preparation! Let's move on to the next step!
Next, copy the Yoom template.
Click the icon for "Try it" on the banner template below.
Once the screen like the image below is displayed, the template copy is complete.
Set up to trigger when a message is posted to a channel in Slack!
Click the "When a message is posted to the channel".
A screen to select the linked account and action will be displayed, so confirm that the Slack account to be linked this time is correct, and click "Next".
Title correction is also possible if necessary!
Next, set the trigger activation interval.
You can choose the trigger activation interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
※ Depending on your plan, the shortest interval for setting triggers may differ, so be sure to check that.
※ It is generally recommended to use the shortest activation interval for that plan.
For the channel ID, enter any channel from the suggestions displayed below the input field, as shown in the screen below.
After entering, perform a test send to any Slack channel and click "Test".
If the test is successful, the Slack content will be displayed in the output as shown in the screen below.
After this, you can use the content of this output for input.
※ For more details on the output, please check here.
Finally, click "Save".
Next, use Yoom's features to set up data extraction from text.
This is already set in the template, but let's check what settings have been made!
In the action settings screen, select the conversion type according to the number of characters to be converted, and then click "Next".
In the next setting, the settings are made to extract the necessary "Company Name", "Amount", "Content" from the message body obtained from Slack to create a draft invoice.
If there is other necessary information, set it here.
Once the settings are made, click "Test" to check if it can actually be extracted.
Confirm that the specified items have been extracted and click "Save".
Set up to create a draft invoice with ChatGPT.
Click the "Generate Text".
As with Slack, check the title and account information and proceed to the next step.
The API connection settings screen will be displayed, so proceed with the input!
The message content is already entered in the template.
The role is set to "User" by default, but you can select it as desired!
The higher the temperature value, the more creative and random the output will be, making it easier to get novel suggestions. On the other hand, setting the value lower will result in more consistent and clear output.
For a clear and stable response, we set the temperature to "0.5".
Considering the practical range, the number of tokens for the input text (original email) should be kept within about 1,000 tokens to maintain the accuracy of the summary.
This time, we entered 200.
It is recommended to input the latest model as much as possible.
Once the input is done, click "Test"!
After confirming that a draft invoice has been successfully created, click "Save".
Finally, set up to send the draft invoice created by ChatGPT to Slack!
Click the "Send Message to Thread".
Check the Slack account again on the screen to select the linked account and action.
The API connection settings will be displayed, so proceed with the input.
Select the channel to post to from the suggestions displayed in the screen below!
For the timestamp, select from the "Retrieved Values" displayed below the input field, as shown in the screen below.
Enter that the draft invoice creation in Slack has been completed in the message!
After entering, click "Test" to send the content set above to Slack.
Check the content and click "Save"!
Click the red frame "Turn on the trigger" in the screen below to automatically activate the flow bot.
Thank you for your hard work on the settings!
By combining ChatGPT with other tools, tasks that were previously done manually can be significantly streamlined.
As introduced in this article, using Yoom allows you to automate various tasks, including invoice creation, without any programming knowledge.
Even if AI integration seems daunting, Yoom makes it easy to get started. Register for free and experience its ease of use to take the first step towards improving work efficiency!
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