Process Optimization
Analyzing and Enhancing Processes by leveraging AI and API’s.
Chatbots
We can use the GPT model to build custom and personalized Chatbots that take a dataset of custom knowledge of your company and therefore answer all potential questions a client or employee might have.
Client-based Chatbots
They can be accessed by clients and serve purposes such as answering product-related questions, sales inquiries, and more.
How many Mails can I send with the Starter Package and how many active Leads can I have?
You can send up to 1000 Mails per month with an active Lead List of 1000 Leads.
How can I navigate towards changing my Email address?
- Click on the top right gear and select settings.
- Then go ahead and click on Account Details.
- Under the Section Email, you can see or change your email address.
Employee-based Chatbots
They can be accessed by employees and serve purposes such as improving onboarding efficiency or generally accessing company information more conveniently and efficiently.
In which folder can I find the documents about the Sales Data for Q1`
It can be found in the company’s Google Drive Section under Business → Data → Sales Data
Thanks. And please tell me who is responsible for managing vacation schedules.
Managing and organizing vacation schedules are tasks that fall under the responsibility of Marina Smith. Her email is m.smith@sample.com.
Company Data
Which employees from the logistics department are scheduled for vacation in July?
That would be Julie, Thomas, and Jason.
Julie and Thomas are scheduled for the entire month, while Jason is scheduled for the first two weeks of July, from Monday, July 2nd, to Sunday, July 15th.
Process Automation
We develop solutions to automate and optimize your business processes, enabling your employees to work more efficiently and effectively with your data.
Meeting Summarization and Report Automation
- Meeting Summarization: Integrate a meeting summarization AI tool (like Otter.ai) with your meeting platform (e.g. Zoom).
- Report Generation: Once the meeting ends, the AI tool generates a summary report.
Cloud Upload: Automating the upload of this summary to a specified cloud storage location (like Google Drive or Dropbox). - Cloud Upload: Zapier can handle the upload of this summary to a specified cloud storage location (like Google Drive or Dropbox).
- Benefits: This automation saves time in manual note-taking and ensures that key meeting insights are readily accessible and archived.
Finance: Invoicing and Expense Management
Use Case: Automate invoice creation and expense tracking for efficient financial management.
Integration & Automation: Connect accounting software (like QuickBooks) with payment platforms (like PayPal).
Automation Example: When a new sale is recorded in an e-commerce platform, the automation system generates an invoice in the accounting software filled with the required information.
Custom Automation
Custom automation refers to automation that utilizes various types of large language models (LLMs), such as OpenAI’s GPT models, to implement individual and unique in- and outputs. Here are some samples:
Lead Generation & Outreach
We connect a form submission tool such as Typeform or Google Forms, as well as custom webhooks from websites and social media, to your CRM platform using process automation. We also use AI to send customized outreach messages based on the available information.
Social Media Content Generation:
While AI isn't yet ideal for automating design tasks, we recommend automating the distribution process. By uploading visuals and content into separate cloud folders, we can build an automation system tjat distributes content across platforms. Additionally, we can develop automatic reply systems that categorize and monitor client feedback, store it in the cloud, and respond to inquiries using your internal knowledge base.
Custom GPTs
Custom GPTs provide a major advantage by allowing you to automate complex tasks right from the ChatGPT interface and integrate specialized functions directly into your applications.
Give me the summary of the meeting of James and Kira
Sure, here is the report:
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Vestibulum eget aliquet ante, vel laoreet nisi. Aenean scelerisque lectus ut ipsum pretium, id vehicula libero tincidunt.
Send the default out-of-office email to all our active clients. We are away from Dec. 17th to January 2nd
Sure, an Email to all Contacts listed under the ‘Active Clients’ tab in your GSuite has been sent
... or you can have a Custom GPT based on your unique business case:
Training Staff and Answering
Frequent Questions:
Onboarding new staff can be very inefficient when it comes to integrating a new employee into your business. It might be uncomfortable for the new employee to ask questions on all sorts of minor issues. A custom GPT with your custom FAQ and knowledge sheets improves that big time!
Journalism with Data
Integration:
For journalists, a custom GPT can integrate with APIs like Statista, providing real-time statistics and data to enrich articles. It can automatically suggest relevant data points or visualizations based on the article's content.
Legal Research
Assistance:
For legal professionals, a GPT could integrate with legal databases like Westlaw or LexisNexis. It can assist in researching case law, statutes, and legal precedents, summarizing findings, and even drafting initial versions of legal documents.
Appointment
Scheduling:
An appointment-setting custom GPT simplifies internal scheduling. It integrates with your calendar system, finds available slots, suggests them, and updates the calendar instantly. This prevents double bookings and missed appointments, making scheduling seamless and efficient.
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