AI prospector

Available for Workflows Versions 1.3.440 and above Supports Workflows Business, Enterprise and PE

Prerequisites

  1. Open AI Developer Account - To create a new Open AI Developer Account, see here
  2. Office 365 Registered Application - To register a new office 365 application for World of Workflows, see here

Installation

1. Create Data Tables and Date

  1. Open World of Workflows
  2. Navigate to Admin
  3. Click Import
  4. Choose the file Leads.csv from here Choose File
  5. Click Next
  6. Accept the defaults and click Next
  7. Click New for the following fields (and ensure Title has Is Title checked)
    1. Title
    2. FirstName
    3. LastName
    4. Email
    5. Prospect Description
    6. Value Import Choose Fields
  8. Click Next Verify Import
  9. Click Import

2. Create the Workflow

  1. Open World of Workflows
  2. Navigate to Admin
  3. Click Workflows Workflows
  4. Click Create Workflow
  5. Select the Publish drop down (bottom right) and click Import
  6. Choose the file AI Prospector.json from here Imported Workflow
  7. Click Publish

3. Create Credentials

  1. Open World of Workflows
  2. Navigate to Admin
  3. Navigate to Workflows
  4. Click Credential Manager

Chat GPT Key

  1. Click Add New
  2. Choose Authorization
  3. Enter the following:
    1. Name: GPTIII
    2. Authorization: Bearer xxx where xxx is your Open AI API Key available here: https://platform.openai.com/account/api-keys
  4. Click Save

Office 365 Credentials

  1. Click Add New
  2. Choose OAuth2 credentials
  3. Enter the following:
    1. Name: Office 365
    2. Type: OAuth2 credentials
    3. Grant Type: Authorization Code
    4. Authorization URL: Your authorization URL from here
    5. Access Token URL: Your access token URL from here
    6. Client ID: Your client Id from here
    7. Client Secret: Your client secret from here
    8. Scope offline_access mail.read mail.send
  4. Click Authorize
  5. Enter your credentials and follow the prompts
  6. Click Save

Connect Workflow to Credentials

  1. Open World of Workflows
  2. Navigate to Admin
  3. Navigate to Workflows
  4. Click RunGPT3
  5. Find the Activity Runs when a lead is selected in the UI
  6. Right Click and Choose Edit
  7. Ensure the object Table Id is Lead
  8. Click Save
  9. Find the Activity Send Request to ChatGPT
  10. Right Click and Choose Edit
  11. Click the Advanced tab
  12. Drop down Authorization and change to GPTIII
  13. Click Save
  14. Find the activity Send the Email from ChatGPT…
  15. Right Click and Choose Edit.
  16. Repalce nick@tribetech.com.au and nick@releasedgroup.com with your own email address
  17. Click the Advanced Tab
  18. Change Authorization to Office 365 and click Save
  19. Click Publish

Run a workflow

  1. Open World of Workflows
  2. Navigate to Admin
  3. Navigate to Tables
  4. Click Lead
  5. Cick Lead 1
  6. Navigate to the Workflows Tab
  7. Find RunGPT3 and click Play
  8. Check your email for an email from yourself with a message about World of workflows.

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