50+ Files with Ease: OpenAI's Assistant API and Zapier Automations - Complete Guide

1. Leverage OpenAI's Assistant API and Zapier automations to filter through a large number of files.

🥈85 00:00

By combining OpenAI's Assistant API with Zapier, you can create a no-code solution to access and filter through specific files to find the most effective answers.

• Create an assistant API to store all the files associated with your company.
• Limit the amount of data per file to avoid overwhelming the API.
• Use this approach to filter through data internally in your company.

2. Create a dedicated assistant API for your company data.

🥉78 03:32

Set up an assistant API to store all the files associated with your company, such as relevant data on properties.

• Load specific data files associated with each property.
• Organize your data into separate files rather than one large file.
• Use this assistant API for internal data filtering within your company.

3. Use Zapier to automate filtering and responding to lead emails.

🥇92 04:54

Set up a Zap in Zapier to trigger when you receive an email from a potential lead asking about a specific property.

• Filter the email to determine if it is a lead or not.
• Use a Chad GBT block to find the specific file associated with the property.
• Generate a draft email response using the relevant data from the file.

4. Consider different approaches for identifying property names in lead emails.

🥈82 09:54

If the property name is not fixed in the subject line, you can search for it in the body of the email.

• Use a filter block to handle emails with fixed text in the subject line.
• Use a Chad GBT block to handle emails where the property name may be in the body.
• Add context blocks to provide additional information for the assistant API.

5. Extracting relevant information from emails using OpenAI's Assistant API.

🥈85 11:39

The Assistant API can be used to extract relevant information from emails, such as the subject, body, and property being referenced.

• This can be done by providing the relevant email content to the Assistant API.
• The API can understand the information better if it is provided in a structured format.

6. Using Chad GBT to simplify the process of extracting information from emails.

🥇92 12:01

Chad GBT can simplify the process of extracting relevant information from emails by generating the names of the underlying files and identifying the property being referenced.

• Chad GBT makes it easier to identify the relevant files and extract the necessary information.
• It eliminates the need for complex coding and streamlines the process.

7. The importance of having the correct file format for Assistant API.

🥈88 13:02

In order for the Assistant API to understand the information, it is important to have the relevant files in the correct format, such as PDF.

• The Assistant API relies on the file format to process and extract the information.
• Having the correct file format ensures accurate results.

8. Using memory keys to refresh the chat and improve results.

🥈82 14:16

Memory keys can be used to refresh the chat and improve the accuracy of the results.

• Memory keys act as a new chat and help in starting the conversation fresh.
• They can enhance the understanding and context of the Assistant API.

9. Setting up paths for handling large amounts of data.

🥈87 16:48

When dealing with a large amount of data, it is recommended to set up paths to handle different files and contexts.

• Paths can help in organizing and managing the data effectively.
• They allow for better control and navigation through the data.

10. Using existing files for better efficiency.

🥈89 17:25

Using existing files in the Assistant API can improve efficiency and reduce the need for uploading multiple files.

• Existing files can be referenced directly, saving time and resources.
• This is particularly useful when dealing with a large number of files.

11. Creating draft emails with relevant information using Assistant API.

🥈86 19:58

The Assistant API can be used to generate draft emails with relevant information based on the inquiry received.

• Draft emails can be customized with specific details and context.
• This can streamline the process of responding to inquiries.

12. Explore automation solutions and artificial intelligence for your business.

🥈85 23:38

Learn about automation solutions, artificial intelligence, and how to apply them in different parts of your business.

• Check out the playlist at the end of the video for more information on automation solutions and AI.
• There is a 40-minute video that shows how to integrate artificial intelligence in Zapier.

13. Compare AI tools based on experience.

🥉78 23:55

Find out which AI tools to use, especially if you're just starting out.

• There is a playlist dedicated to comparing AI tools for your business.
• The speaker shares their personal experience with different tools.