WEBVTT 00:00.540 --> 00:02.790 -: I just want to show you how to use Zapier 00:02.790 --> 00:06.750 to automate work with LLMs without having to code. 00:06.750 --> 00:10.200 This is something I do quite a lot of because I'm lazy. 00:10.200 --> 00:12.510 I don't like to write code if I don't have to, 00:12.510 --> 00:14.490 and it's really nice for not having 00:14.490 --> 00:16.140 to build connectors into everything. 00:16.140 --> 00:19.560 The example I'm giving you here is a workflow 00:19.560 --> 00:21.870 that takes new recordings from Grain, 00:21.870 --> 00:24.000 which is my AI note taker 00:24.000 --> 00:27.480 and grabs the recording, saves into Google Drive for me, 00:27.480 --> 00:28.890 gets the transcript, 00:28.890 --> 00:31.800 and then sends that transcript to ChatGPT 00:31.800 --> 00:35.580 and then turns that into a SOP 00:35.580 --> 00:37.590 or a standard operating procedure. 00:37.590 --> 00:39.540 So I'll give you an example. 00:39.540 --> 00:44.010 Here are some transcripts from different calls. 00:44.010 --> 00:45.060 If I open up this one, 00:45.060 --> 00:46.710 you can see I've got this transcript 00:46.710 --> 00:50.280 from a meeting I had with my friend, 36 pages long. 00:50.280 --> 00:51.870 So it's quite a long one. 00:51.870 --> 00:54.720 It's specifically about a coding topic 00:54.720 --> 00:58.110 and if I wanted to get my team to take that transcript 00:58.110 --> 01:01.590 and just understand exactly how to do that task 01:01.590 --> 01:03.180 and then that that's something 01:03.180 --> 01:05.250 that I'd like to turn into a blog post 01:05.250 --> 01:09.000 or I'd like to turn into a standard operating procedure 01:09.000 --> 01:11.550 where they could follow those instructions on how to do it. 01:11.550 --> 01:14.490 If you look in here and see that it's pulled up, 01:14.490 --> 01:16.440 it's actually written code examples, 01:16.440 --> 01:19.590 and then it's talked about how to set this thing up 01:19.590 --> 01:20.940 based on our conversation. 01:20.940 --> 01:23.700 So how do I do that without code? 01:23.700 --> 01:25.770 You first you configure Grain. 01:25.770 --> 01:28.350 In this case I've connected my Grain account, 01:28.350 --> 01:31.500 but you could use Zoom, you could use Author AI. 01:31.500 --> 01:33.750 Like it really doesn't matter which one you use. 01:33.750 --> 01:35.940 And the cool thing about Zapier 01:35.940 --> 01:39.420 is you can run a test. 01:39.420 --> 01:44.420 In this case we Continue and then say Find new records. 01:44.430 --> 01:46.440 And here we go, we have this Recording B, 01:46.440 --> 01:48.240 which is a conversation I just had. 01:48.240 --> 01:51.870 We could go to Recording A, which is the original. 01:51.870 --> 01:54.810 You can see what data it actually pulls through from Grain 01:54.810 --> 01:58.260 so you can see what fields you have, which is really helpful 01:58.260 --> 02:00.840 and often don't even have to look at the documentation 02:00.840 --> 02:02.730 for the API. 02:02.730 --> 02:04.470 And so I'm going to continue with that record. 02:04.470 --> 02:06.300 And then I need to get that recording. 02:06.300 --> 02:08.290 So I'm just grabbing it 02:09.210 --> 02:12.390 and you can see the results I get from this recording. 02:12.390 --> 02:13.833 Basically pass in, 02:15.493 --> 02:19.170 in this case I'm passing in the recording ID, 02:19.170 --> 02:21.600 and I got that from the previous step. 02:21.600 --> 02:23.850 You can click here and you can select anything 02:23.850 --> 02:28.410 from this previous step and put that into the fields here. 02:28.410 --> 02:29.970 So we're getting the recording ID 02:29.970 --> 02:33.330 and then we're just basically continuing 02:33.330 --> 02:35.280 and then grabbing, using that recording ID 02:35.280 --> 02:38.970 to pull the transcript, which comes later on. 02:38.970 --> 02:41.970 Yeah, there we go, transcript, cool. 02:41.970 --> 02:43.350 So once we've got the transcript, 02:43.350 --> 02:45.420 we can upload it to Google Drive. 02:45.420 --> 02:48.540 And specifically it's actually we're uploading 02:48.540 --> 02:50.040 the video to Google Drive here. 02:50.040 --> 02:54.030 And then the transcript we're just creating a file, 02:54.030 --> 02:57.330 so creating a file name with the ID of the recording. 02:57.330 --> 02:59.373 And then we're pasting in the, 03:00.690 --> 03:03.150 this is like essentially copy and pasting the transcript in. 03:03.150 --> 03:06.450 So we pulled in the recording title, participant name, 03:06.450 --> 03:09.720 the summary, the transcript, the end time. 03:09.720 --> 03:12.960 We could bring in other things as well if we wanted to, 03:12.960 --> 03:17.960 just put in here, let's grab the URL for example. 03:18.000 --> 03:20.070 We Continue and then that's saved. 03:20.070 --> 03:22.050 And then we can test that step. 03:22.050 --> 03:23.650 Just double check if that works. 03:27.128 --> 03:29.490 Yeah, and it looks like that worked and it can, 03:29.490 --> 03:34.080 it shows you know what had actually, yeah, here we go. 03:34.080 --> 03:37.260 It's actually, this is the data in and then the data out. 03:37.260 --> 03:38.220 So that's really helpful. 03:38.220 --> 03:42.680 Now what's the really fun part is sending it to ChatGPT. 03:42.680 --> 03:45.030 So you just connect to your app here. 03:45.030 --> 03:48.750 You need, in this case it's called ChatGPT, 03:48.750 --> 03:50.610 but it's really OpenAI. 03:50.610 --> 03:54.870 You basically, you need to get the API key and connect it. 03:54.870 --> 03:57.060 But then once you have that, and then you can configure 03:57.060 --> 04:00.450 your prompt just like I configured those forms earlier. 04:00.450 --> 04:02.400 So in this case, I'm sending in the prompts, 04:02.400 --> 04:05.790 sending in the transcript, and choosing my model. 04:05.790 --> 04:08.070 Basically everything that's in the OpenAI API, 04:08.070 --> 04:10.260 you can do here as well. 04:10.260 --> 04:13.410 So setting up the user assistant, 04:13.410 --> 04:16.380 and then I have my system instructions here as well. 04:16.380 --> 04:17.940 I can also choose the temperature, 04:17.940 --> 04:19.470 the max tokens, everything else. 04:19.470 --> 04:22.860 So here we can retest the step 04:22.860 --> 04:26.490 and it's sending that text to OpenAI. 04:26.490 --> 04:28.320 And then that's the data in. 04:28.320 --> 04:30.900 And then we're going to get the data out if it works, 04:30.900 --> 04:32.553 and we'll get an answer. 04:34.500 --> 04:35.670 But what this prompt is doing 04:35.670 --> 04:38.100 is it is just turning it into core transcript, 04:38.100 --> 04:40.923 so you can see this is my system message here. 04:45.060 --> 04:46.380 Okay, and that's the response. 04:46.380 --> 04:47.250 So there we go. 04:47.250 --> 04:49.167 We have, you know, the transcript 04:49.167 --> 04:51.720 and we have, that's all gone in. 04:51.720 --> 04:55.110 And then so this is the long transcript, there we go. 04:55.110 --> 04:56.700 And then this is the response. 04:56.700 --> 04:58.950 So it's, yeah, there we go. 04:58.950 --> 05:00.750 This is the response here. 05:00.750 --> 05:03.570 So it's talking us through how to make the SOP. 05:03.570 --> 05:06.060 Yeah, this is the SOP title that it came up with. 05:06.060 --> 05:08.100 And this is the SOP body content. 05:08.100 --> 05:10.950 And then this is actual content here. 05:10.950 --> 05:13.560 Whatever prompt you want, you could really set it up in here 05:13.560 --> 05:15.000 and it will work. 05:15.000 --> 05:17.550 The really nice thing as well is you can create, 05:17.550 --> 05:21.570 we can actually, in this case, I think you can set up 05:21.570 --> 05:25.050 a an API endpoint as well 05:25.050 --> 05:30.050 to trigger this, this specific zap if you want to. 05:30.270 --> 05:31.680 I haven't done that very often, 05:31.680 --> 05:33.780 but if you wanted to, you can have your whole backend 05:33.780 --> 05:35.490 into if you want it to write. 05:35.490 --> 05:37.470 And that way you don't have to build all these connections. 05:37.470 --> 05:38.910 I don't do that quite often 05:38.910 --> 05:41.730 because usually I'm building connections 05:41.730 --> 05:46.560 so that my clients could connect into these different tools. 05:46.560 --> 05:49.080 It's not something, it's not usually my own accounts, 05:49.080 --> 05:52.410 so I use Zapier for automation of my own accounts, 05:52.410 --> 05:55.380 and then if I'm building a tool, I'll skip using Zapier. 05:55.380 --> 05:58.560 It also gets quite expensive if you're doing too many apps. 05:58.560 --> 05:59.910 Now the final thing I want to show you, 05:59.910 --> 06:03.630 which is really useful is that we got the response, yeah, 06:03.630 --> 06:05.310 we showed you the response before, 06:05.310 --> 06:09.360 but we need to actually get that SOP title itself. 06:09.360 --> 06:13.410 And at the, we've got the reply here, so we pulled in 06:13.410 --> 06:16.233 no, just search for a reply. 06:19.200 --> 06:22.323 Here we go, we got the reply from ChatGPT, 06:24.060 --> 06:26.640 we pulled that in, but we actually need to get like 06:26.640 --> 06:28.200 what the SOP title was, 06:28.200 --> 06:31.530 because we're going to use that to save the file name. 06:31.530 --> 06:34.230 And in order to do that, I'm just using RegEx. 06:34.230 --> 06:38.340 So what this does is it says, find the word title 06:38.340 --> 06:41.250 and the colon, and then just grab everything in between that 06:41.250 --> 06:42.100 and the word SOP. 06:43.140 --> 06:46.173 And what that looks like is data, 06:47.037 --> 06:48.873 is this is the full SOP, 06:51.660 --> 06:56.553 and you can see that this title colon, and then this is SOP. 06:57.632 --> 07:02.632 So then the data out is just this right here. 07:03.150 --> 07:05.130 Just this text, just the title. 07:05.130 --> 07:07.680 So it depends on how you want to set your prompt up 07:07.680 --> 07:11.280 in terms of formatting, but this is really helpful. 07:11.280 --> 07:13.350 Cool, in this case, it looks like it failed, 07:13.350 --> 07:14.370 and this is the other thing 07:14.370 --> 07:17.460 that is really useful for Zapier. 07:17.460 --> 07:21.300 It can, you know, help you figure out if there's any issues. 07:21.300 --> 07:22.770 Oh yeah, just a temporary issue, 07:22.770 --> 07:24.480 so I'm just going to rerun it. 07:24.480 --> 07:26.070 Cool, so that worked. 07:26.070 --> 07:28.560 They also have their own AI features, 07:28.560 --> 07:32.010 which I found are fairly helpful in some cases, 07:32.010 --> 07:34.920 but it just really depends on how 07:34.920 --> 07:37.560 used to the system you are. 07:37.560 --> 07:39.540 And then now we have the title and everything. 07:39.540 --> 07:41.490 We can just go into configure 07:41.490 --> 07:44.550 for the Google Drive connector. 07:44.550 --> 07:46.470 And then what we're going to do is going to use 07:46.470 --> 07:48.720 Output zero for the formatter 07:48.720 --> 07:51.540 to push in the title to the file name. 07:51.540 --> 07:55.440 And then the file content will be the actual SOP itself. 07:55.440 --> 07:57.270 So it's actually creating that 07:57.270 --> 08:00.357 as a document in Google Drive, and that's how it works. 08:00.357 --> 08:01.530 And you can publish that 08:01.530 --> 08:03.600 and then basically it'll just run in the background 08:03.600 --> 08:06.480 and it'll tell you if there's any error or any issues. 08:06.480 --> 08:09.390 So yeah, hopefully that gives you a good overview 08:09.390 --> 08:11.010 of how Zapier works. 08:11.010 --> 08:12.270 I'm not going to go really deep 08:12.270 --> 08:13.740 into lots of things in Zapier 08:13.740 --> 08:16.710 because there are so many where you can just add 08:16.710 --> 08:17.820 so many different steps. 08:17.820 --> 08:20.160 Like you can connect things to social media, 08:20.160 --> 08:23.220 like your Buffer account, you can pull things from Stripe, 08:23.220 --> 08:26.610 you can add things to Calendar, send a messages in Slack. 08:26.610 --> 08:27.990 That's a common one for me, 08:27.990 --> 08:30.840 is whenever we get a new sale in Stripe, 08:30.840 --> 08:33.780 then it sends me a message in Slack or Discord. 08:33.780 --> 08:37.170 You can also use some of these kind of built-in tools 08:37.170 --> 08:39.810 as well, like webhooks, code, looping. 08:39.810 --> 08:43.020 So yeah, this is really no limit to what you do. 08:43.020 --> 08:44.580 The only limit I've found 08:44.580 --> 08:48.000 is that it tends to be quite expensive 08:48.000 --> 08:51.450 if you're doing hundreds of zaps every month. 08:51.450 --> 08:52.620 Just take a look at the pricing 08:52.620 --> 08:54.153 and see if it's right for you.