Our group staff helps lots of of customers remedy their issues with IFTTT each week. Meaning they hear of actually cool methods our customers automate their lives with IFTTT. This week our group supervisor, Dan, helped a repairman automate their calendar utilizing our AI quieries.
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The issue
The consumer works as a contract repairman. Every single day, he receives emails with buyer data and apointment data for him to restore their gadgets. He wished to automate this course of by taking the appointment data from the emails and robotically creating Google Calendar occasions.
At first, the consumer tried to make use of our Filter Code editor to drag the date and time data for the apointment from the physique content material within the emails to make use of as variables when making a Google Calendar occasion. He initially reached out to our Head of Buyer Success, Dan to ask for assist along with his Filter Code. Dan thought this may be the proper alternative for our AI instruments.
How you can use AI to create calendar occasions
As a substitute of enhancing the appointment data with Filter Code, you’ll be able to create customized prompts utilizing our AI Immediate and ChatGPT queries. The prompts are capable of learn and write the textual content the right format which is ideal for Google Calendar occasions!
After the Google Calendar occasion is created, the consumer wished to avoid wasting all occasion particulars to a brand new Google Doc to have a historic doc for every shopper. That is the place our multi-action characteristic is available in. Dan arrange the Applet to drag all the content material from the physique of every new appointment electronic mail and apply it to a brand new Google Doc. Now at any time when our repairman meets a brand new buyer, he’ll have all the data accessible and safe in Google Drive.
Construct the Applet
In our consumer’s state of affairs, he acquired each new restore job in an electronic mail inside Zoho Mail. To hear for particular emails, we used the new mail acquired with standards as our Set off. The factors we set was the the topic line for each new lead. You should utilize the topic line, the sender electronic mail, or even when it has a file connected. Study extra about Zoho Mail search syntax right here.
After you section your electronic mail, then use AI quieries to learn the content material inside the electronic mail.
The 2 particular prompts we’re utilizing are:
AI Immediate: > Primarily based on this checklist of knowledge, please create a response that solely contains the declare quantity and the service {{MailContent}}
ChatGPT: > Primarily based on this checklist of knowledge, please create a response that solely contains the date and begin time, the response ought to solely embrace the date adopted by begin time with no extra textual content and take away EST or EDT if thats included: {{MailContent}}
Then you definitely create your Google Calendar invite. Use the immediate response from the question that solely contains the date and begin time. Be at liberty to customise the calendar invite nevertheless you see match! Our consumer then saves all the data into a brand new Google Doc to maintain observe of every of their clients.
Watch this video and we are able to construct the Applet collectively!
Now our repairman robotically sees their complete schedule inside their Google Calendar. Restore jobs are searchable and accessible inside Google Docs and he is not having to learn his electronic mail for each element.
If this Applet works for you, allow it right here:
Automate your calendar with IFTTT
IFTTT helps you automate and optimized your calendar with little pre-packaged automations, referred to as Applets. All it takes is a number of clicks to get began, and also you need not know something about programming to leap proper in.
To get began, merely head over to ifttt.com/be a part of and join an account. Browse round for any Applet that sparks your curiosity, or create your individual with the “Create” button. Then, connect with YouTube utilizing the directions on their web site. You’ll have to grant IFTTT sure permissions to get began.
Tens of millions throughout the globe are utilizing IFTTT day by day to streamline the best way the work, play, and dwell. So why not you? Strive IFTTT in the present day totally free and see why we’re essentially the most trusted automation platform available on the market.