How a repairman automated their calendar with AI

Our group staff helps a whole bunch of customers clear up 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.

When you ever have questions on IFTTT or need assistance along with your Applets, please head to https://assist.ifttt.com. Our group staff would love that will help you! If you’re new to IFTTT, you’ll be able to join free! Begin automating your life right now.

The issue

The person works as a contract repairman. Day-after-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 mechanically creating Google Calendar occasions.

At first, the person tried to make use of our Filter Code editor to tug 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 is able to be the proper alternative for our AI instruments.

How you can use AI to create calendar occasions

As an alternative of modifying 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 proper format which is ideal for Google Calendar occasions!

After the Google Calendar occasion is created, the person wished to save lots of all occasion particulars to a brand new Google Doc to have a historic doc for every consumer. That is the place our multi-action function is available in. Dan arrange the Applet to tug all the content material from the physique of every new appointment e mail and apply it to a brand new Google Doc. Now each time our repairman meets a brand new buyer, he’ll have all the knowledge accessible and safe in Google Drive.

Construct the Applet

In our person’s scenario, he obtained each new restore job in an e mail inside Zoho Mail. To pay attention for particular emails, we used the new mail obtained with standards as our Set off. The factors we set was the the topic line for each new lead. You should use the topic line, the sender e mail, or even when it has a file connected. Study extra about Zoho Mail search syntax right here.

After you section your e mail, then use AI quieries to learn the content material throughout the e mail.

The 2 particular prompts we’re utilizing are:

AI Immediate: > Based mostly on this checklist of data, please create a response that solely consists of the declare quantity and the service {{MailContent}}

ChatGPT: > Based mostly on this checklist of data, please create a response that solely consists of the date and begin time, the response ought to solely embody 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 consists of the date and begin time. Be happy to customise the calendar invite nonetheless you see match! Our person then saves all the data into a brand new Google Doc to maintain monitor of every of their prospects.

Watch this video and we are able to construct the Applet collectively!

Now our repairman mechanically sees their total schedule inside their Google Calendar. Restore jobs are searchable and accessible inside Google Docs and he is not having to learn his e 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, known as Applets. All it takes is just a few 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 personal 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 each day to streamline the best way the work, play, and stay. So why not you? Attempt IFTTT right now at no cost and see why we’re probably the most trusted automation platform in the marketplace.