👋 Why This Matters
Tired of drowning in repetitive tasks? 😫 Imagine having an AI assistant living in your Slack, ready to tackle those tedious to-dos across thousands of apps. This isn’t sci-fi, it’s the power of automation! 🚀
This guide breaks down how to build your own AI assistant using Make.com, turning Slack into a command center for your digital life. 🤯
🧠 Building Your AI Manager
Every great assistant needs a great manager. This is where ChatGPT comes in, acting as the brains of your operation. 🧠
1. Defining the Possibilities
First, tell ChatGPT what it can do. List out the actions you want to automate, like:
- Checking your calendar for the day
- Creating calendar events
- Checking emails
- Uploading receipts
- Creating tasks in ClickUp
- Sending emails
2. Training for Real-Life Language
People say the same thing in a million ways. 🤯 Teach ChatGPT to recognize variations like:
- “Check meetings” vs. “What’s on my agenda?” vs. “Any appointments today?”
3. Setting the Response Format
ChatGPT needs to speak Make.com’s language: JSON. This is just a structured way to organize information. Tell ChatGPT to respond with JSON formatted like this:
{
"summary": "Meeting with John",
"location": "Starbucks",
"start_time": "2024-10-20T14:00:00",
"end_time": "2024-10-20T15:00:00"
}
⚙️ Automating Your Workflow
Now, let’s connect the dots and bring those actions to life! ✨
## 🗓️ Mastering Your Calendar
1. Searching for Events
Use Make.com’s Google Calendar module to fetch events for a specific day. You can even filter by time or keywords.
Pro Tip: Use the “Add a Day” module to easily search for events tomorrow, the next day, etc.
2. Creating Calendar Events
Remember that JSON ChatGPT generated? Make.com can read that and automatically create events with the right details.
Pro Tip: Use Google Contacts to automatically find people’s email addresses based on their names.
## 📧 Conquering Your Inbox
1. Fetching Emails
Use Make.com’s Gmail module to retrieve emails based on criteria like:
- Newer than: 2 days
- Category: Primary
- Unread: True
2. Filtering for Relevance
No one wants to wade through spam. Filter emails to only include those with:
- A sender name
- No “no-reply” in the sender address
## 🚀 Supercharging Productivity
1. Creating ClickUp Tasks
Just like with calendar events, use ChatGPT to generate JSON for ClickUp tasks. Then, Make.com can create those tasks automatically.
Pro Tip: Customize task details like priority, assignee, and due date.
2. Sending Emails
Need to fire off a quick email? ChatGPT can draft it based on your instructions, and Make.com can send it through Gmail.
Pro Tip: Personalize emails by pulling in details like the recipient’s name from Google Contacts.
🧾 Uploading Receipts Like a Boss
1. Extracting Data from PDFs
Use Make.com’s Slack module to download files attached to messages. Then, use pdf.co to convert those PDFs into text.
2. Turning Text into Line Items
ChatGPT can analyze that text and extract key invoice details like:
- Invoice number
- Description
- Quantity
- Total
3. Sending Data to Google Sheets
Make.com can take those extracted details and neatly organize them in a Google Sheet.
Pro Tip: Automatically upload the original PDF to Google Drive for safekeeping.
🧰 Resource Toolbox
Here are some tools to power up your AI assistant:
- Make.com: https://www.make.com/ – The automation platform we used to connect everything.
- ChatGPT: https://chat.openai.com/ – The AI brains behind your assistant.
- pdf.co: https://pdf.co/ – For converting PDFs to text.
- Google Calendar: https://calendar.google.com/ – For managing your schedule.
- Gmail: https://mail.google.com/ – For sending and receiving emails.
- ClickUp: https://clickup.com/ – For managing tasks and projects.
- Google Sheets: https://docs.google.com/spreadsheets/ – For organizing data.
- Google Drive: https://drive.google.com/ – For storing files.
🎉 Embrace the Future of Productivity
With a little setup, you can have an AI assistant working tirelessly behind the scenes, freeing you to focus on what truly matters. It’s time to reclaim your time and unlock a new level of efficiency! 🚀
