Workflow Action - GPT Powered by OpenAI

Welcome to the GPT Powered by OpenAI (Workflow AI) Action, the tool that simplifies your business operations. It's built on advanced AI, handling complex tasks swiftly and efficiently. Say goodbye to tedious manual processes and hello to a whole new era of streamlined workflows with Workflow AI Action.

TABLE OF CONTENTS

• What is Workflow AI?
• How to set up GPT powered by OpenAI?
• Select Model
• GPT 4 Turbo vs GPT 3.5 Turbo
• The GPT-Generated Output
• FAQs
•  

What is the GPT action?

GPT action is a revolutionary workflow action that harnesses the power of artificial intelligence to enhance your business automation strategies. It integrates seamlessly with Captivation Hub, responding intelligently to various triggers and actions to streamline your workflows. Utilizing advanced AI like GPT-4, this action generates dynamic and contextually aware responses, enriching your communication processes. It interoperates with various platforms, from social media to e-commerce and learning management systems, enabling diverse applications. Workflow action also supports intricate data formatting and computations, further ensuring precision and efficiency in your operations. As a workflow action, Workflow AI empowers your business to be more proactive, responsive, and adaptable.

What is the Pricing for the GPT action?

You will be charged based on the input and output tokens used by you. 

It is transparent, we charge you what Open AI charges us. No hidden charges.

GPT-4o (per million tokens)

    Input - $2.50 

    Output - $10.00

GPT-4o-mini (per million tokens) 

    Input - $0.15 

    Output - $0.60

Usage Cases in Symphony with other Workflow Actions and triggers:

Public Figures' Social Media Auto-responder: Use Inbound Webhooks from supported social media platforms to trigger a GPT action response. The response can be a general appreciation message for every new follower or a direct message.

Automated Birthday Wishes: Trigger a 'Birthday Reminder' to activate GPT action, sending a standard birthday wish to email or SMS to contacts.

Fitness Progress Updates: Once a 'Lesson Completed' trigger is activated in a fitness app, the workflow could send the user progress updates via SMS or email.

E-commerce Abandoned Cart Recovery: Upon an 'Abandoned Checkout' trigger from Shopify, send a GPT action-generated reminder email or SMS about the abandoned carts.

Automated Webinar Follow-ups: Using the CRM's 'Appointment Status' trigger after a webinar, the workflow could send all attendees a follow-up email via GPT action.

Real Estate Opportunity Management: Upon the 'Opportunity Status Changed' trigger, automatically update Google Sheets with new data and send update emails to potential clients.

Course Completion Certificates: After 'Product Completed' is triggered in an online course, use GPT action to generate a congratulatory message and certificate to be sent to the course finisher.

Automated Restaurant Reservation Confirmation: When 'Customer Booked Appointment' is triggered, the workflow could send a GPT action-generated confirmation message with booking details.

Product Recommendations: After 'Order Placed' from Shopify, a preliminary step fetches relevant product data, which feeds into GPT action to generate product recommendations via email or SMS.

Post-Purchase Survey: Trigger 'Payment Received' to activate GPT action, sending customers a thank-you message and a post-purchase survey link.

Job Application Auto-responder: Using the CRM's native forms for job applications, once a 'Form Submitted' trigger is activated, it could trigger a GPT action response, sending an acknowledgment to each applicant.

Study Plans: Upon 'Lesson Started', trigger a workflow to create a study plan using GPT action and send it to the student via email or SMS.

Financial Advice: After 'Payment Received' is triggered, use GPT action to generate financial advice based on payment history and send it via email or SMS.

CRM Event Follow-up: After the 'Order Submitted' trigger is activated, the workflow could send a follow-up email via Workflow AI, asking for feedback on the customer's shopping experience.

Automated E-commerce Product Reviews: After an 'Order Fulfilled' trigger from Shopify, use GPT action to email the customer requesting a product review.

TikTok Influencer Campaign Management: Upon 'TikTok Form Submitted', the workflow could automatically add the influencer to the Affiliate Manager and send them a welcome message via Workflow AI.

Automated Event RSVPs: Use an 'Inbound Webhook' from an event registration form to trigger a Workflow AI response, sending an RSVP confirmation to each registrant.

Fitness Goal Tracking: After a 'Task Reminder' trigger related to a workout schedule, use Workflow AI to send updates and motivation to the user.

Client Onboarding in SaaS Companies: Upon 'Membership New Signup', use Workflow AI to send a welcome message and onboarding instructions to the new user.

Hotel Booking Confirmation: Upon the 'Customer Booked Appointment' trigger, the workflow could send a Workflow AI-generated confirmation message with hotel booking details.

How to set up GPT powered by OpenAI?

Create a workflow or use an existing workflow. After adding an appropriate Workflow Trigger, Scroll to Actions and add the GPT powered by OpenAI Action:

Select Model

Users will be able to select from a "Model" to select from. By default GPT 3 Turbo will be selected but the users will have the option to select GPT 4 Turbo from the dropdown.

GPT 4 Turbo vs GPT 3.5 Turbo

Prompt:

Select Action Type

 Don't know what prompt to use, try some of our pre made action types. The prompt will auto populate and the action can be used based on that. Below options are available to select from

1. Analyze Text Sentiment

2. Summarize Text

3. Translate

4. Custom

Temperature:

Sampling temperature refers to the parameter used in generating AI text with varying levels of randomness. It is set between the range of 0.1 and 1. Higher values, such as 0.8, result in more diverse and random output. In contrast, lower values, like 0.2, produce more focused and predictable responses. Adjusting the sampling temperature allows users to customize the level of creativity and control in the AI-generated content.

Output

After setting up the ChatGPT, you can use the results in further actions in your Workflow. {{chatgpt.1.response}}

 

 

The GPT-Generated Output

After selecting and configuring the desired AI model, incorporate a 'GPT powered by OpenAI' action into your workflow to generate dynamic output aligned with your configured prompts."

1. Select the Action Type:
   • Pick from predefined options:
     • Analyze Text Sentiment
        
     • Summarize Text
        
     • Translate
        
     • Custom (for your own prompt)
        
   • If using Custom, enter your own prompt (e.g., "Write a follow-up email based on this message: {{contact.message}}").
      
2. Use Dynamic Variables (Optional):
   • Insert dynamic fields like {{contact.first_name}} or {{event.notes}} into your prompt to personalize the output.
      
3. Test or Run the Workflow:
   • Once the action is added, you can test the workflow using a contact to see the GPT output in action.
      
   • The AI output can be used in subsequent workflow steps (e.g., send as an email or SMS).

IMPORTANT: If you are concerned about where does the output go,

The AI-generated content can be:-

1. Stored in Custom Fields

2. Used directly in Email or SMS steps

3. Logged internally or sent to a team via Slack/Webhook

Sample Prompts

1. Generate a response - Reply to customer message

Prompt:

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

2. Generate Email/SMS content - Dynamic content for emails/sms

Prompt:

Generate email content without subject to promote the product in this link
YOUR_WEBSITE to {{contact.name}} from {{user.name}}

3. Check Intent - To check whether the message has positive or negative intent with the power of Workflow AI and take actions accordingly

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 your default 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 GPT Action?

Absolutely! You can configure the GPT action Action by setting the desired temperature, which controls the randomness of the generated responses. Higher temperatures produce more creative but less predictable responses, while lower temperatures produce more focused and deterministic outputs.

Are there any limitations or considerations when using the GPT action ?

While the GPT Action offers powerful capabilities, it's important to note that it relies on the underlying ChatGPT model. The responses generated by the AI may not always be perfect, and it's recommended to review and validate the output before sending it to customers. Additionally, extensive testing and monitoring are crucial to ensure the quality and accuracy of the generated responses.

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

Absolutely! The GPT action Action can seamlessly integrate with other Workflow actions and Triggers to enhance the capabilities of your workflows.
Here are some examples:

Custom Lead Qualification:

Trigger: Inbound Webhook with lead data.

Action: Engage with the lead using ChatGPT within the GPT action Action. Based on the conversation, use other Workflow actions to qualify the lead and trigger appropriate actions, such as assigning a sales representative or updating the lead status.
 

Intelligent Customer Support:

Trigger: Customer Replied or Inbound Webhook with support ticket data.

Action: Utilize ChatGPT within the GPT action Action to understand the customer's query or issue. I'd like you to combine it with other Workflow actions to generate a well-informed and personalized response. Additional actions can include updating the ticket status, assigning it to a support agent, or sending a response via email.
 

Dynamic Content Generation:

Trigger: Inbound Webhook with a dynamic content request.

Action: Generate dynamic content using ChatGPT within the GPT Action. I'd like you to combine it with other Workflow actions to process the generated content, make modifications or validations, and deliver it through the desired communication channel.
 

Contextual Sales Recommendations:

Trigger: Contact Changed or Inbound Webhook with contact data.

Action: Analyze the contact's profile and previous interactions using ChatGPT within the GPT Action. Based on this analysis, use other Workflow actions to generate personalized sales recommendations. These recommendations can be sent via email, SMS, or integrated with the CapHub dashboard for the sales team.
 

Automated Event Registrations:

Trigger: Inbound Webhook with event registration data.

Action: Confirm event registrations and provide additional details using ChatGPT within the GPT action. Combine it with other Workflow actions to process registration data, update attendee lists, and send personalized event reminders or follow-up messages based on the ChatGPT-generated content.

 

By combining the power of the GPT Action with other Workflow actions and Triggers, you can create intelligent and dynamic workflows that automate processes, personalize interactions, and streamline your business operations.