Connecting ChatGPT with Zapier: A Step-by-Step Guide

How to Pair Zapier With ChatGPT

Automate Meeting Summaries and Connect Other Apps for a Seamless User Experience

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Do you know what’s worse than a meeting that could (read: should) have been an email?

A meeting where you feel even more confused than before. 

Whether it’s from everyone talking over each other to get their ideas out there, questions that go unanswered, or deadlines aren’t being communicated properly, it’s enough to make you swear off meetings forever.

Rather than racking your brain for an excuse for why you can’t attend yet another mandatory meeting, use ChatGPT and Zapier to automate your experience.

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Table of Contents   

What is Zapier and How Can it Make Your Life Easier?

That’s a great question.

 

Zapier is an automation software that creates automated workflows called Zaps. These Zaps send your information from one app to another. Creating your own Zap is easy and doesn’t require coding knowledge.

 

This handy automation tool can save you time, energy, and quite possibly your sanity by easily integrating with apps you use each day, like Slack, Zoom, Dropbox, Asana, and Shopify, to name a few.

 

How does it do this?

 

Zapier has partnered with the makers of ChatGPT, OpenAI, to create Zaps that prompt ChatGPT to create meeting summaries from your notes and send them to your team.

 

But wait, there’s more!

 

Not only will it do the dirty work that no one else wants to do, it will also:

  • Correct spelling mistakes
  • Include next steps for team members
  • Highlight any unanswered questions that need a response

How Can I Connect Zapier and ChatGPT?

The first step is to create an OpenAI account. We explained how to do that here. 

 

Once you’re in, click on your user icon in the top right corner. From there, select View API Keys:

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Connecting ChatGPT With Evernote

Copy the key as you will need it to connect OpenAI and Zapier.

 

If you use Evernote to take meeting notes, you will need to do the following:

 

  1. Set up your trigger. This is the “event” that sets your Zap in motion. You’re going to want to use Evernote for your trigger app and “New Tag Added to Note” for your event.
  2. Connect your Evernote account if you haven’t done so already.
       a.) Click on “choose an account.”
       b.) If you’ve already connected to Evernote before, select the proper account.
  3. If you haven’t, choose “connect a new account.”
    Click continue and choose which tag you want to collect your meeting notes from.
  4. Under the “set up trigger” dropdown, you should be able to see the available tags from your Evernote account. Select the tag you’d like to move forward with. (Note: if you don’t select any tag, the Zap will trigger on all notes in your account). Click continue.
  5. Click on “test trigger.” Once you confirm that it’s working properly, press continue.

Connecting to OpenAI and Creating Meeting Note Summaries: Step-by-Step Guide

Now that you’ve completed these steps, it’s time to connect to OpenAI. This is where you tell the Zap what to do once it’s triggered.

 

  1. Under the “action” tab, make sure the app is set to “OpenAI (Makers of ChatGPT)” and the event is “send prompt.”
  2. If by this point you haven’t connected your OpenAI account, you’ll be asked to do so here. Click on “choose account” and select the right one or add it now.
  3. Next you’ll be asked to enter your API key that you copied earlier.
  4. The next step is telling Zapier how to create a summary of your meeting notes. You can add data from Evernotes by clicking inside any empty field that indicates where you want to send the data and choosing an option from the “insert data” dropdown menu. This includes the AI model, prompt, temperature, and maximum length.
  5. When you use ChatGPT for anything, the most important part is creating a good prompt. In the prompt field, write what you want AI to do. Be sure to be as specific as possible. As an example, you could say “Create a summary of this meeting and highlight important deadlines. Add unanswered questions to a separate section. Please also correct any grammatical mistakes.”
  6. Once you have your prompt, you can add it to the Zap. From there, you can adjust the creativity levels and maximum length preferences. Press continue when you’re done.
  7. Test your action by choosing “test and review” or “test and continue”
  8. Once you’re satisfied with how it looks, press continue again.

Integrating ChatGPT with Slack: Step-by-Step Guide for Improved Messaging Experience

Now it’s time to connect your Zap to Slack.

We talked about how you can use ChatGPT to improve your Slack experience, but this should seal the deal.

  1. Start by setting up one more action app. Do this by choosing Slack for the app and “send channel message” as the event.
  2. Click continue. If you have not connected your Slack account, do so now and press continue again.
  3. Select the Slack channel you want to send the message to by clicking in the field under “channel.”
  4. Once you’ve selected your channel, you can integrate your ChatGPT results by clicking in the “Message Text” field and selecting “Choices Text” from the dropdown menu. This will pull in your message summary into your Slack message.
  5. For some added fun, you can personalize your Bot by adding a name and an emoji. You can also include a link to the Zap, attach images, auto-expand links, or link usernames and channel names.
  6. Now it’s time to test your action. Select the test option to prompt Zapier to send a message to Slack based on how you set up your message. (Pro tip: let your team know you’re doing this so they’re not alarmed)
  7. Once everything looks the way you want it to, you’re ready to start using this new integration to your advantage! 

 

Do you want to learn more ways to use ChatGPT?

 Purchase your copy of our ChatGPT Training for Non-Techies to learn the basics today!