Building a Personal Assistant GPT LIVE (With Zapier Actions)

open AIS gpts are now live and the opportunities of what we can build now is absolutely ridiculous so in today's video that is exactly what we're going to be doing now I personally see gpts being used across almost every single business in the near future where they can have these independent virtual assistants built into their processes now the good thing about gpts is you can create them very easily and you can also tie them into zapier that has over 6,000 different Integrations into different applications so what that gives us an opportunity to do is build out these agents that can work across different applications and we don't even need to have any developer experience or Tech experience to build them in today's video I want to walk you through a live build of me building a personal assistant or a business assistant that you can either take to your clients if you run an AI automation agency or you can build for your own business we're going to be tying this assistant into different apps so that it can send emails for us check our calendar it can make bookings it can create us a to-do list pretty much anything that we can dream up if it's on zap we can integrate into this GPT and we can build it I will also be leaving free resources Down Below on this video so if at any point you get stuck and you need to download some guides I've collected all the useful resources that I've found online that I've been using that have helped me build this GPT and I've put them in one word document for you so you can go and download that right now let's get started okay so for the example of this video I want to put together a GPT that is my own personal assistant now whether you are an entrepreneur trying to start a business or maybe you're a business owner that has lots of complex tasks and very busy days already or maybe you're just someone who works at 9 to5 who just wants a little bit more structure in their life this is a GPT that you could use because you can program it and set it to do exactly what you want okay so for us to start what we're going to want to do first is come on over to chat GPT we're now going to be able to see a new Option up here where we can hit explore and we can see all of the gpts that have already been made by open AI now some of these gpts are sticker Wizards we have gpts that turn images into coloring books and based on prompts you can create coloring books but what we want to do is build a personal assistant so we're going to come up here and click create a GPT and we're going to be taken to this Builder now the best thing about this is there is no need to code these Bots there is no need to program these Bots it's all done through conversation and it makes it really really simple for us to do that so like I said we want an assistant that can help us build a to-do list can check our calendar for conflicts can potentially email people as well and in general just keep us on track telling us what we need to prioritize and when we need to get things done based on deadlines so let's do that now I've kept this pretty broad I said I want you to build me a personal assistant that can help my business track every day the track help me track my everyday the assistant will be able to help me by looking at my daily calendar and giving me a structured to-do list based on tasks I have to complete it would also be able to email my clients and help me manage my business so I'm going to punch that in here and then GPT will do its magic now I've seen a lot of tutorials going through this setup so you may have seen this before but what we're going to dive into in a quick moment is how we're going to set up our zapier Integrations and actually Tye in actions to this GPT so great choice personal assistant is tailored for your business management sounds incredibly useful let's give your GPT a name I'm going to call this Bobby AI I don't know why but let's go with it you can see here it's actually giv me a name recommendation so what's also cool about these gpts is you can have it so that it's your own personal recommendation bot you know we could set it so it's a business name generator or it's a website copy generator or an email generator whatever it is we can build it it takes us a matter of minutes to do so now so I don't really care what the profile photo looks like I think that's pretty good you can come here and you can add an attachment and you can upload a logo and say you know work with this as the base but for now that's fine it's created that in D and I think it looks pretty good so it's now asking me what sort of tasks or interaction should Bobby AI emphasize or avoid in its assistance this will help Define the scope and boundaries of its capabilities Now with an assistant we don't want it to be sending this long descriptive messages we want it to be really concise and we want it to basically just Deliver Us bullet points of what we need to be focusing on and we need to give it clear instructions and it just needs to go in execute so in order to do that let's input this prompt Bobby AIS sends us clear and concise messages helping us streamline our business processes and save time it does not send lengthy messages that take us time to read everything Bobby does is efficient okay understood Bobby AI will focus on delivering clear concise and efficient messages to help streamline business processes next how would you like Bobby AI to approach a situation that require more information or clarification should it ask for additional details or make assumptions based on the information available so I said it should do a mixture of both if the answer is easy to find it should take initiative if not it should confirm with me and ask again we want to streamline this process we want it to be efficient we don't want to be wasting our time because at some point if you've only got a couple of tasks a day maybe isn't useful for you this is going to be good for people that have a lot of tasks they have a lot of calendar events they have a big to-do list that they need to get through Bobby AI can then help us reshift and program our day based on that data got it Bobby AI will intelligently balance between taking initiative and seeking clarification finally let's personalize Bobby ai's interaction style how do you like Bobby AI to communicate with you should it take a formal tone a friendly approach or something else we don't really need to worry about that what you can do here as well is you can actually paste in a website so if you have a business with a certain tone of voice on the website you can actually paste that URL into this Builder and it would take the tone of voice and use that for your GPT now Bobby AI is now set up to interact in a friendly helpful manner ensuring a pleasant and efficient experience in managing your business tasks would you like to try interact him with Bobby so we can now play around with our GPT and start using it but what I first want to do is configure this now like I said this personal assistant doesn't really work unless we have Integrations built in with zapier so let's do that together now this part is a little bit tricky but it is pretty simple so don't worry there is going to be free resources down below that you can access that will be guides uh showing you exactly step-by-step how to do this but again take it slow rewatch this part of the video and just follow along with what I do I am not a developer so if I can do this you can do this right now we can see the name is there we can change the logo we can change the description and we can also change the instructions now right now this is in Alpha Beta so it's still a little bit clunky now I'm sure they're going to fix this and it's going to be a lot easier over time but right now this is how we are going to get zapier into our GPT so zapier has a thing called AI actions now what actions are is exactly what we saw in that demo on devday they essentially allow zapier to integrate with these gpts and show up in messages so for us what we're going to want to do is follow this step by step so copy this speci URL to your clipboard and what we're going to do is scroll down to add actions and import the open AI schema now to do this we literally come down to actions we click this import from URL we paste into there and click import we're going to get a bunch of code here now that basically says yes you can call to zapier and zapier can use actions now in your GPT so we're going to come out back there and we're going to come back on over to this setup page now what this example is done is it basically has set rules for these different zapia actions that we're going to bring into our GPT so there's rules there's instructions and there's required actions now we don't really need to worry about this too much you can dive into it in a little bit more detail and go over exactly what each step means but it's basically saying that you know tell the user you are checking they have the zapia AI actions needed to complete their request by calling SL list available actions to make a list available actions given the output check if the required action is needed in the available actions and continue to step four if it is if not continue to step two essentially it's set up this like custom workflow for the zapia action inside of the GPT so if you did want to get technical you can jump into this and start editing this with these instructions this is why it works for these gpts to be internal because you wouldn't want it to confirm your zapier actions and Integrations with a client if they were using this GPT of yours right so for me right now they are perfect for internal agents inside of businesses or for your own personal use and then the main thing that I want to look at is required actions so we have action here Google Calendar find event event confirmation link there we go then the second action is slack send direct message confirmation link now you don't need to worry about this too much cuz we're going to be going through it together I am going to copy all of this into our configuration so what you're going to do is come to instructions punch in a new line and you're going to paste it in there so there is another step and this is where we need to now go on over to zapia to sort this out and this is where we're going to start building the different zapia actions that we want this bot to do so in this case you're going to come on over to actions. zapier.com it's actually really hard to find this but it is in our Al so it's understandable you can see here I have chat GPT connected and I also have GPT so we want to manage our actions inside of our GPT so you'll be able to see here that I already have a stripe action set up and this action essentially allows me to create a payment link just from a prompt we also have a to-do list so we can create a task based on a prompt or the AI can create a task for us we have find events in calendar we have create events in calendar and what you do inside of these individual actions you can actually configure them so in this case the Google Calendar that we wanted to add was my Liam Evans media gmail.com now you can add way more you can get it so it sets a specific event with a location or visibility reminders all of this different stuff but for now let's keep it simple let's start with baby steps and let's start formalizing a bot that can just do a list of tasks that we can then have a base where we can build from so like I said we want to build a bot that has a to-do list we want it to possibly send out payment links as well to potential clients we also want it to be able to send emails so I've got Google Gmail send email that's an action that we've added in I've also got Gmail find email so we can ask the bot to scroll through our Google account to see if we've got any responses from a certain person and we can also enable slack as well so if you had a team on slack you could send them updates through slack from this bot two for now let's set up the stripe link let's set up the duo list let's set up the calendar configuration and let's set up the Gmail access now that I've added all these in if you did need to add more you can come to add a new action and you can basically search for any app that is already here maybe you work on Discord a lot you can get it to send a Discord message maybe you work on slack you can get it to create channels add reminders invite users to channels it really is endless here so think about the possibilities of creating an onboarding bot to your business you know this bot you can punch in all the details of the new client or it can read from a Google spreadsheet that you've set up or a CRM and whenever you get a new client it can go through it can add them to slack channels it can send them a stripe payment link it can send them a welcome email this really is the future and this makes it so much easier now you could do that with zapia before but you now have this customizable specific onboarding bot that you've programmed inside of open ai's gpts so I've set up these actions let's jump back on over to GPT and let's start adding them in you can see here the required actions for that default text that we added in was Google Calendar find event and slack send direct message now I'm actually going to delete these because these aren't specifically what we want if we come back on over to our actions we can see that all I'm going to do is come on over to one of the actions that I built so the to-do list action which is create a task and I'm going to copy this action URL so we can actually just paste this in so our action is todoist create task and our confirmation link is going to be that now all we need to do is go through and do that for every other action that we've set up and we should be able to start using them so I'm going to quickly do that now great so I've now added all of them in we have the to-do list create task stripe create payment link Google Calendar find event Google Calendar create event gmae send email and Gmail find email perfect those are all we need for now now what we can do is we can set up pre- prompt so when we start using this bought every single day we can say what calls do I have today in my calendar and who are they with so my preut buttons are what calls do I have today in my calendar and who are they with create me a stri payment link for a new customer build me a to-do list for today based on my calendar and and a list of tasks I need to complete and then structure an email to send to a client to schedu in a meeting for a specific time now if you think about this having these prompts there preset in buttons makes this pretty much indestructible so if you're using this internally in your business or you're giving access out to other people for them to use you can just give them access to these specific conversation starters and they essentially you can get the same result every single time building consistency with this AI agent so right now we can come down and we can add a knowledge base so maybe you want to upload files about your specific business and the services that you're offering for this example I'm not going to do that it's really simple to do most of you know what a knowledge base is it's basically the brain of the bot it can learn from PDFs it can learn from documents it can learn from websites that we add in we can give it capabilities so it can now browse the website I think it's trained up to April 2023 we can give it darly image generation so we can actually ask it to create us an image and with these Z Integrations we can then get it to send the images via email as well which is really cool think of the possibilities there with Graphic Design Studios they're now going to be able to have mood board generator gpts where they can punch in ideas and it can spit them out a bunch of darly images based on preset prompts for a specific job that they may be working on we also have code interpreter which if you saw the dev day this is nuts so code interpreter lets your GPT run code when enabled your GPT can analyze data work with your files you've uploaded do maths and much more so this is really really impressive this is a little bit more advanced and we can definitely go into it in another video we can see here we've got our action set up and we're pretty much ready to go okay so we can now test our GPT so I've actually added fre test events into our calendar so let's see if you can find those events inside of our calendar so what calls do I have today in my calendar and who are they with let's see how it works what it should be able to do now yep is talk to zapia and start that zap so great let's check your Google calendar for today's calls to proceed I'll use the Google Calendar find event action once the action completes please reply to continue let's get started it's now running that action for me now what you can do is you can actually turn these settings off inside of your zapia action so it can just do it automatically without you have to confirm stuff but for now whilst we're testing let's do it so we have to confirm stuff okay so quickly I just had to do some troubleshooting now obviously because this is in beta or even Alpha there is going to be some lag to it there's a lot of people trying to build these gpts right now so it's a little bit slow but as you can see we came over to test Bobby Ai and it couldn't actually find my calendar so what I went to do is I just jumped into actions again and I just remade the action relink it back into that prompt that description with the link there um and it seems to be working perfectly now so in this new chat we can now access our bot and we said what calls do I have today in my calendar and who are they with it went through my calendar and it said you have event one at you have this event test one at time 1:30 to 2:30 with Mark Wilson which is the co-founder of our agency and then we have event Test 2 at 5:00 p.m. to 600 p.m. which is exactly right those are the calls on this specific calendar great so we know we can now find calendar events in our calendar that we've set it for but can we now build a to-do list in our to-do list account so let's click that build me as a du list for today based on my Canda and a list of tasks I need to complete yes these are set up great so it's now found those Canda invites and it's now asking us to build a list of things that we need to get done so I'm just going to punch in some really basic stuff I need to walk the dog now again I'm not saying that this is faster than just going in and creating a to-do list yourself and typing that in manually but as this starts to grow and as we start to get more and more Integrations this is going to become a complete holistic assistant for us right now this is in Alpha Beta stages like this is just early we're just seeing what can be done and where we can push this thing to so I've prepared the first task in to-do list for the test one meeting confirm run that so again like I said you can actually go in and you can turn off the need to approve all of these requests and actions but for this example I've kept them on but let's see if it starts to build up this to-do list so look I manually had to go through and accept all of these tasks because we had the action set up in that way but we can see here we now have those individual items in our to-do list so the assistant did its job right now annoyingly because there's so many people using GPT we're getting limited pretty heavily and I'm going to have to wait 2 hours to film the rest of this video a few moments later finally I'm out of open AI prison and I can now have access to the Bobby AI bought again I've literally been sat here for like 2 and a half hours 3 hours waiting to get access again but luckily I managed to catch up on some work okay so where we left off we now have this bot populating our to-do list now yes there is a still a lot more structure that needs to go into this and like I said what you really want to do is when you're setting up your actions you want to ensure that this is turned off so that it doesn't constantly ask you to keep accepting every single new input that you put into this to-do list okay it's good when you're testing but once you know it will works there's just no need for that cuz it just adds another layer of complexity and it just slows you down and you just be faster putting it in yourself but what we want to do now is I want to send an email to my co-founder telling him that this is my to-do list today let's see if it can do this for me so I basically just ask asking if this bot can now send an email to my co-founder asking him if he has an update on the calx Interiors project that is in my to-do list now what we could do is we could actually set up an action to allow us to edit the to-do list as well right now I've only set an action up to say uh you can create a task but we can really dive into every single action here and really transform it so it's just a to-do list bot where we say you you're going to edit the to-do list you're going to prioritize you're going to tag whatever it is whatever options we have in zapia currently obviously it is in Alpha so I'm not expecting to have all of these systems and all of these apps working 100% yet but who knows what's coming in in the next couple of weeks okay we can now confirm this action the body we want it to have ai guess a value for this field en they action probably going to want us to reset that again cool so that's all turn on let's confirm that's done we have to complete this video before I get another 3our ban course it's prepared my email let's check it out and see how it looks hi Mark hope you're doing well wanted to share my Tas today great it shared every single step also could you please provide me an update on the calx interior project best regards your name inbox now inside of the action we can change this so our name is Liam Evans um that's just another field that we need to set but all in all that looks pretty good confirm I'm happy to send that think how easy it is now to be going back to people in your Google account or if you're a content creator and you work with a lot of Brands you want to find specific emails from certain people or you want to send a bulk email out to certain people that are in your inbox this really does change the game I just want to jump on over to email and make sure it's sent cool so it seems right now these connections are a little bit buggy it's expected they're probably getting tons of traffic right now but we have now successfully sent our email two Mark so we can see here it's formatted really badly but again this is something that we can work on could you please provide an update on the calx Interiors project best regards he's probably going to respond to me now being like what the are you on about but yeah there you go that's that cool so we're now sending emails we're now crossing our to-do list into our emails as well I want to see if I can create a Google Calendar event now we saw on dev day the open AI team running through through calendars and checking calendars and we've already done that today but let's see if we can actually create a calendar event as well now I do already have an action set up called create event so let me just jump into this here and see if there's anything else that we need to add now I want to set the specific calendar to be my calendar and then I also want to set this to be new team meeting a I can also guess the attendees now one thing in the actions we can actually name our actions so what you'll find is the GPT will get a little bit confused if you have too many different actions in there that are doing similar things if you do have that you need to name them and identify them so that they go this can help GPT distinguish between multiple similar actions this is going to help there now I'm going to hit enable action there and ensure that it's turned on great so I've got my create an event set up so now I want Bobby AI to create a calendar event for me I've told it that I want to create a meeting on November the 11th at 11:00 a.m. for 1 hour with the following guests attendees myself liam. Evanson digital mark.wilson Orthodox sub digital let's see if it works zapia is obviously working out Define details with their actions as well as they are in Alpha so we should expect to see this run so much smoother hopefully over the next couple of weeks cool so it's now said that the meeting has been scheduled we have the calendar event link here and if I go on over to the calendar we should be able to see it there there we go and perfect we've got the two guests there liam. Evans and mark. Wilson with a Google meet link there so it's just created us that calendar invite which is exactly what I wanted it to do okay okay so the bot's done a to-do list for us it's emailed someone with some questions it's found calendar events on our calendar and it's also scheduled calendar events on our Canada and added attendees to it so I now want to see if I can get Bobby AI to create us a product inside of our strip create me a product so there you go I've just asked Bobby AI to create me a product called AI Consulting that is priced at $2,500 inside of stripe let's see if this works I really hope eventually we can just ultimate our entire invoice processing cool so it said that it's completed that if we if we now jump into stripe I can also see that it has created the AI Consulting product now it doesn't look like it's added a price so that may be something that uh it's struggling to do right now but hopefully in the future they can fix that and like I said hopefully they can add an invoice feature as well um you know there's so many different options that we can play around with here so yeah look all in all I'm pretty excited with what's taken us probably 15 real minutes of actually setting up uh and what we've achieved and if you really just put your head to this and think of what you can build over a month time frame or two months time frame whilst working with a company or whilst working inside of your own business the the opportunities really are endless and I'm extremely excited for these right now they're buggy right now it's slow right now you're going to get kicked off every 20 30 minutes but it is what it is and if you can get as much learning time in now as possible you're going to be on the front foot when everyone starts to use these great so you should now see how big of an opportunities gpts really are and if this video doesn't excite you then I don't think you watched it properly because the options that we now have right at our fingertips are insane the amount of businesses that are now going to start adopting this AI technology is ridiculous and if you do run an AI automation agency you are going to be that person to help facilitate that transaction and you're going to be able to help them develop and improve these gpts and the different solutions that you end up building for them I for one I'm extremely excited and I cannot wait to see what these next six months look like as long as we're not being taken over by robots and being held at gunpoint by termin ators I'm happy if we can build gpts and we can automate processes and we can make our lives easier and I can have an assistant now that I can check in with every single morning and it can give me guidance on what my day looks like based on my calendar and what I need to focus and prioritize on my to-do list then that is a complete winner for me but guys if you are building an AI automation agency and you did want to join a community of other AI entrepreneurs then make sure you join the link Down Below in the description we run a community called the network with over 7,000 people inside where we have a ton of resources active communities and master classes as well so if that does sound like something you're interested in make sure you jump in What I want to see from you is I want to see what you can think of and what you can go and build so go and build your gpts get creative with it see what sort of limits you can push it to and then share what you've built down below or inside of the network the next couple of months are going to be crazy with the roll out of the marketplace we're going to see some insane tools built and I can't wait for it that is everything for me today if you do want more GPT tutorials make sure you subscribe to the channel but other than that I'll see you in the next one bye-bye

Channel: Liam Evans

Views: 77,501

Keywords: openai, gpts, virtual assistants, zapier, ai automation agency, automation agency, ai automation, how to start an ai business, smma vs aaa, ai business automation, getting clients for my ai automation agency, liam evans, openai updates, openai dev day, open ai gpts, chatbots gpt, chatgpt, openai assistant api, openai devday, sam altman, building gpts, gpts tutorial, how to connect gpts to zapier, gpts for business, make money with gpts

Id: rJ9IhYeYH1U

Length: 23min 25sec (1405 seconds)

Published: Fri Nov 10 2023