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GPT + Zapier AI Actions: Connect Your Custom GPTs to Over 6000 Apps – A Step-by-Step Guide
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GPT + Zapier AI Actions: Connect Your Custom GPTs to Over 6000 Apps – A Step-by-Step Guide

Connecting Chat GPTs with Zapier's AI Actions

In this tutorial, the speaker demonstrates how to connect Chat GPTs with Zapier's brand new AI actions. This integration allows users to automate workflows across over 6,000 apps without the need for extensive coding.

Setting Up Zapier and Authorizing Apps

  • Create an account on zapier.com if you don't have one.
  • Go to the dashboard and navigate to "Apps" to give permissions to the desired apps (e.g., Google Calendar and Gmail).
  • Click "Add Connections" and allow any necessary permissions for the selected app.

Configuring AI Actions in Zapier

  • Visit actions.zapier.com and authorize Zapier itself to run AI actions.
  • Set up the desired AI actions, such as finding a calendar event or sending an email.
  • Configure options like search terms or having AI guess values for specific fields.
  • Enable or disable manual approval based on requirements.

Using Natural Language Queries in Zapier

  • Access the available actions by going to test actions in actions.zapier.com.
  • Start by sending an email using natural language instructions to fill in required fields like address, subject line, and body.
  • Field hints can be used to override default instructions and provide specific values.
  • Preview the action before running it to ensure correct parameter filling.
  • Run the action and verify its success by checking if the email was sent.

Integrating Chat GPTs with Zapier's AI Actions

  • In Chat GPT, create a new GPT that will interact with Zapier's AI actions.
  • Configure a new action using OpenAPI schema that describes available paths (list of actions and run).
  • Ensure proper authorization against Zapier using OAuth2 workflow.

Creating a Zapier Bot in Chat GPT

This section focuses on creating a Zapier bot in Chat GPT and establishing communication with Zapier's AI actions.

Configuring the Zapier Bot

  • Access the Explorer tab in Chat GPT and create a new GPT specifically for interacting with Zapier.
  • Provide a name and description for the bot.

Connecting to Zapier AI Actions

  • Create a new action within the bot to establish communication with Zapier's AI actions.
  • Use OpenAPI schema to define available paths and endpoints.
  • OAuth2 workflow is used for authorization against Zapier.

Understanding OAuth2 Workflow

This section provides an overview of the OAuth2 workflow used for authorization when integrating Chat GPT with Zapier's AI actions.

Understanding OAuth2 Workflow

  • The speaker uses Batman as an example to explain the concept of OAuth2 workflow.
  • OAuth2 allows secure authorization between applications without sharing passwords.
  • The process involves obtaining access tokens, refreshing tokens, and making authorized API calls.

The transcript ends here.

Setting up Authorization with Zapier

In this section, the speaker explains the process of setting up authorization with Zapier.

Configuring Endpoint Authorization

  • The endpoint realizes it needs to authorize and sends an authorization request to Zapier.
  • Batman receives a login page from Zapier and logs in to his Zapier account to approve the action.
  • Zapier provides an access token to the GPT backend for making API calls.

Importing Zapier Open API Spec

  • In the configure section, a new action is created by importing the Zapier Open API spec using the "import from URL" option.
  • Two actions, "list available actions" and "run action," are now available in Chat GPT.

Authorizing Chat GPT to Use Zapier

  • Clicking on the test button for listing available actions prompts a sign-in request for authorizing Chat GPT to use Zapier on behalf of the user.
  • After signing in, AI actions that have been enabled can be run by Chat GPT.
  • A unique callback URL is assigned to Chat GPT for receiving an authorization code that will be exchanged for an access token.

Teaching GPT How to Use Zapier Actions

  • Instructions provided by Zapier were found confusing and unreliable, so improvements were made.
  • Detailed instructions are given on how to fulfill user requests using AI actions provided by Zapier.
  • Steps include choosing a target action, checking if it's available, extracting its ID, providing necessary instructions, and following action rules.

Setting up AI Actions with Zapier

In this section, the speaker explains how to set up AI actions dynamically using Zapier. They introduce an endpoint provided by Zapier for this purpose and discuss the query parameters that can be used to configure the setup of AI actions.

Configuring Setup Actions

  • The speaker mentions that Zapier provides an endpoint for setting up AI actions dynamically.
  • Two query parameters are discussed:
  • setup_action: Specifies the name of the action.
  • setup_params: Provides instructions on how to set the parameters for that particular app.
  • An example is given for sending an email with Gmail using these query parameters.

Simplifying Setup Instructions

  • The speaker notes that the setup action query parameter is not required and sensible defaults can be chosen if omitted.
  • They demonstrate setting up Google Calendar's "Find Event" action and mention that sometimes natural language APIs may choose the wrong app.

Improving Instructions

  • The speaker attempts to improve instructions by providing additional hints, such as specifying the app name along with the action.
  • They show an example of configuring Google Calendar's "Find Event" action correctly.

Upgrading GPT's Instructions

  • The speaker enhances GPT's instructions by adding action URLs to each AI action.
  • For Gmail's "Send Email" action, only specifying the name of the action is sufficient, as it has sensible defaults.
  • For Google Calendar's URL, a hint is provided along with optional parameters for setting various fields.

Handling Unavailable Actions

  • Instead of telling users to go set up a missing target action, they suggest using a config URL in step two and confirming when done.

Testing in Chat GPT

  • The speaker demonstrates testing in Chat GPT without using the admin interface.
  • A dad joke about AI is sent via chat, and the correct action is detected.
  • When the action is not found in the available actions list, the config URL is provided for setup.

Conclusion

  • The speaker concludes by highlighting the power of connecting GPTs to over 6,000 apps in Zapier's ecosystem.
  • They acknowledge that there are still some clunky aspects but express excitement about future improvements.
Video description

In this tutorial, you'll learn how to connect ChatGPT's custom GPTs feature with over 6000 apps using Zapier. This video is perfect for anyone looking to streamline their workflow without extensive coding. Key highlights include: • Detailed explanation of how to configre AI actions in Zapier • Integrating Google Calendar and Gmail with GPTs • Tips for optimizing your GPT prompt for reliable behaviour • Gaining a deep understanding of how ChatGPT authorizes against Zapier using OAuth2 Whether you're new to Zapier or looking to enhance your automation skills, this guide provides clear instructions and practical tips. Join us to explore the synergy between ChatGPT and Zapier and make your workflow more efficient! Show notes (Prompt + Links): http://bit.ly/zapier-gpt Want to leverage AI for your business? Book a discovery call: https://cal.com/borna/discovery 00:40 - Setting up Zapier AI Actions manually 03:08 - Testing Zapier AI Actions 04:27 - Understanding Zapier's AI Actions API 05:53 - Demystifying OAuth2 08:28 - Instructing the GPT how to use the Zapier AI Actions APIs 10:41 - Setting up Zapier AI Actions dynamically (during chat) 12:27 - Final Test: Executing the Fully Configured System Through ChatGPT