-: I just want to show you how to use Zapier
to automate work with LLMs without having to code.
This is something I do quite a lot of because I'm lazy.
I don't like to write code if I don't have to,
and it's really nice for not having
to build connectors into everything.
The example I'm giving you here is a workflow
that takes new recordings from Grain,
which is my AI note taker
and grabs the recording, saves into Google Drive for me,
gets the transcript,
and then sends that transcript to ChatGPT
and then turns that into a SOP
or a standard operating procedure.
So I'll give you an example.
Here are some transcripts from different calls.
If I open up this one,
you can see I've got this transcript
from a meeting I had with my friend, 36 pages long.
So it's quite a long one.
It's specifically about a coding topic
and if I wanted to get my team to take that transcript
and just understand exactly how to do that task
and then that that's something
that I'd like to turn into a blog post
or I'd like to turn into a standard operating procedure
where they could follow those instructions on how to do it.
If you look in here and see that it's pulled up,
it's actually written code examples,
and then it's talked about how to set this thing up
based on our conversation.
So how do I do that without code?
You first you configure Grain.
In this case I've connected my Grain account,
but you could use Zoom, you could use Author AI.
Like it really doesn't matter which one you use.
And the cool thing about Zapier
is you can run a test.
In this case we Continue and then say Find new records.
And here we go, we have this Recording B,
which is a conversation I just had.
We could go to Recording A, which is the original.
You can see what data it actually pulls through from Grain
so you can see what fields you have, which is really helpful
and often don't even have to look at the documentation
for the API.
And so I'm going to continue with that record.
And then I need to get that recording.
So I'm just grabbing it
and you can see the results I get from this recording.
Basically pass in,
in this case I'm passing in the recording ID,
and I got that from the previous step.
You can click here and you can select anything
from this previous step and put that into the fields here.
So we're getting the recording ID
and then we're just basically continuing
and then grabbing, using that recording ID
to pull the transcript, which comes later on.
Yeah, there we go, transcript, cool.
So once we've got the transcript,
we can upload it to Google Drive.
And specifically it's actually we're uploading
the video to Google Drive here.
And then the transcript we're just creating a file,
so creating a file name with the ID of the recording.
And then we're pasting in the,
this is like essentially copy and pasting the transcript in.
So we pulled in the recording title, participant name,
the summary, the transcript, the end time.
We could bring in other things as well if we wanted to,
just put in here, let's grab the URL for example.
We Continue and then that's saved.
And then we can test that step.
Just double check if that works.
Yeah, and it looks like that worked and it can,
it shows you know what had actually, yeah, here we go.
It's actually, this is the data in and then the data out.
So that's really helpful.
Now what's the really fun part is sending it to ChatGPT.
So you just connect to your app here.
You need, in this case it's called ChatGPT,
but it's really OpenAI.
You basically, you need to get the API key and connect it.
But then once you have that, and then you can configure
your prompt just like I configured those forms earlier.
So in this case, I'm sending in the prompts,
sending in the transcript, and choosing my model.
Basically everything that's in the OpenAI API,
you can do here as well.
So setting up the user assistant,
and then I have my system instructions here as well.
I can also choose the temperature,
the max tokens, everything else.
So here we can retest the step
and it's sending that text to OpenAI.
And then that's the data in.
And then we're going to get the data out if it works,
and we'll get an answer.
But what this prompt is doing
is it is just turning it into core transcript,
so you can see this is my system message here.
Okay, and that's the response.
So there we go.
We have, you know, the transcript
and we have, that's all gone in.
And then so this is the long transcript, there we go.
And then this is the response.
So it's, yeah, there we go.
This is the response here.
So it's talking us through how to make the SOP.
Yeah, this is the SOP title that it came up with.
And this is the SOP body content.
And then this is actual content here.
Whatever prompt you want, you could really set it up in here
and it will work.
The really nice thing as well is you can create,
we can actually, in this case, I think you can set up
a an API endpoint as well
to trigger this, this specific zap if you want to.
I haven't done that very often,
but if you wanted to, you can have your whole backend
into if you want it to write.
And that way you don't have to build all these connections.
I don't do that quite often
because usually I'm building connections
so that my clients could connect into these different tools.
It's not something, it's not usually my own accounts,
so I use Zapier for automation of my own accounts,
and then if I'm building a tool, I'll skip using Zapier.
It also gets quite expensive if you're doing too many apps.
Now the final thing I want to show you,
which is really useful is that we got the response, yeah,
we showed you the response before,
but we need to actually get that SOP title itself.
And at the, we've got the reply here, so we pulled in
no, just search for a reply.
Here we go, we got the reply from ChatGPT,
we pulled that in, but we actually need to get like
what the SOP title was,
because we're going to use that to save the file name.
And in order to do that, I'm just using RegEx.
So what this does is it says, find the word title
and the colon, and then just grab everything in between that
and the word SOP.
And what that looks like is data,
is this is the full SOP,
and you can see that this title colon, and then this is SOP.
So then the data out is just this right here.
Just this text, just the title.
So it depends on how you want to set your prompt up
in terms of formatting, but this is really helpful.
Cool, in this case, it looks like it failed,
and this is the other thing
that is really useful for Zapier.
It can, you know, help you figure out if there's any issues.
Oh yeah, just a temporary issue,
so I'm just going to rerun it.
Cool, so that worked.
They also have their own AI features,
which I found are fairly helpful in some cases,
but it just really depends on how
used to the system you are.
And then now we have the title and everything.
We can just go into configure
for the Google Drive connector.
And then what we're going to do is going to use
Output zero for the formatter
to push in the title to the file name.
And then the file content will be the actual SOP itself.
So it's actually creating that
as a document in Google Drive, and that's how it works.
And you can publish that
and then basically it'll just run in the background
and it'll tell you if there's any error or any issues.
So yeah, hopefully that gives you a good overview
of how Zapier works.
I'm not going to go really deep
into lots of things in Zapier
because there are so many where you can just add
so many different steps.
Like you can connect things to social media,
like your Buffer account, you can pull things from Stripe,
you can add things to Calendar, send a messages in Slack.
That's a common one for me,
is whenever we get a new sale in Stripe,
then it sends me a message in Slack or Discord.
You can also use some of these kind of built-in tools
as well, like webhooks, code, looping.
So yeah, this is really no limit to what you do.
The only limit I've found
is that it tends to be quite expensive
if you're doing hundreds of zaps every month.
Just take a look at the pricing
and see if it's right for you.