Who is this workflow for? Automate the creation and management of a tailored OpenAI Assistant for your travel agency, “Travel with us,” by integrating it seamlessly with Google Drive for efficient document storage and retrieval..

What does this workflow do?

1. Create the OpenAI Assistant

  • Node: OpenAI
  • Action: Initializes a custom assistant named “Travel with us Assistant” using the gpt-4o-mini model.
  • Instructions:
    • Respond exclusively using the provided agency-specific documents.
    • Maintain a friendly, concise, and travel-focused tone.
    • Politely decline to answer irrelevant questions.
  • Credentials: Requires an OpenAI API key for authentication.

2. Upload Agency Document

  • Node: Google Drive
  • Action: Downloads the specified Google Document as a PDF.
  • Node: OpenAI2
  • Action: Uploads the PDF to OpenAI with the purpose set to “assistants.”
  • Output: Generates a file_id for the uploaded document.

3. Update the Assistant with the Document

  • Node: OpenAI
  • Action: Incorporates the uploaded PDF into the assistant’s knowledge base using the generated file_id.

4. Chat Interaction

  • Trigger: Chat Message Received
  • Activates the workflow when a user sends a chat message.
  • Node: OpenAI Assistant
  • Action: Utilizes the updated assistant to generate responses to user queries.
  • Memory: Implements Window Buffer Memory to retain conversation context, ensuring coherent and relevant interactions.

Set Up Steps

  • Prepare the Document:
  • Store your travel agency guide in Google Drive as a Google Doc.
  • Update the Google Drive node with the document’s ID to ensure accurate retrieval.
  • Configure Credentials:
  • Google Drive: Connect using OAuth2 (googleDriveOAuth2Api).
  • OpenAI: Insert your API key into all OpenAI nodes for proper authentication.
  • Customize the Assistant:
  • Adjust the instructions in the OpenAI node to align with your agency’s specific needs.
  • Ensure the document includes comprehensive FAQs, policies, and detailed travel information.
  • Test the Workflow:
  • Manually trigger the workflow to create the assistant and upload the document.
  • Send a sample chat message, such as “What are your travel packages?” to verify the assistant’s response quality.

Dependencies

  • Google Drive Account: Essential for storing and accessing the agency’s documents.
  • OpenAI API Access: Required for creating the assistant and managing file uploads.

🤖 Why Use This Automation Workflow?

  • Streamlined Assistant Setup: Quickly create a customized AI assistant without manual configuration.
  • Centralized Document Management: Utilize Google Drive to store and access essential agency documents, ensuring the assistant has up-to-date information.
  • Enhanced Customer Interaction: Provide consistent, accurate, and context-aware responses to customer inquiries, improving user experience.

👨‍💻 Who is This Workflow For?

This workflow is designed for travel agency owners and managers who want to leverage AI to enhance customer service and streamline information management without extensive technical expertise.

🎯 Use Cases

  1. Customer Support: Automate responses to common travel-related queries, such as package details and booking information.
  2. Internal Knowledge Base: Maintain an up-to-date repository of policies, FAQs, and travel information accessible to staff through the assistant.
  3. Document Management: Efficiently upload, update, and manage agency documents that the assistant can reference to provide accurate information.

TL;DR

This workflow efficiently sets up a customized OpenAI Assistant for your travel agency by integrating with Google Drive for document management. It streamlines the assistant creation process, ensures access to up-to-date information, and enhances customer interactions through intelligent, context-aware responses.

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