Chatbots are having a serious moment. It's easy to understand the hype when these AI-powered tools can save companies a ton of time by answering common questions, directing users to the right resource, and pulling in humans only when necessary.
While that's great for handling customer queries, employees across departments can also leverage these chatbots to help them do their best work.
One of those tools is Chatbase, an AI chatbot builder. Using ChatGPT as a model, you can train it on your own company data (think website links, documentation, personalized content, etc.) and incorporate your knowledge into its output.
That's already a pretty remarkable feat. But when you pair it with Zapier, you can make sure your entire company benefits from it, as you can automate workflows that let you do everything from streamlining onboarding to automating and enhancing your project briefs.
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Sort, label, and prioritize your inbox
Reaching inbox zero is a challenge you probably face weekly, if not daily. From sorting and forwarding customer emails to the right people to prioritizing and answering queries in a timely fashion, taming your inbox can be a lot of work.
That's why having your own personal AI assistant to help you prioritize can be a game-changer—if you know where to start.
For example, you can use Zapier and Chatbase to generate quick summaries of multiple emails you receive then deliver them straight to Slack. Or, you can task Chatbase to define messages by tone or group them into a specific category (like urgent or non-urgent), then add a note to your project management tool or spreadsheet to tackle them later.
Get an AI-generated daily digest of your emails in Slack
Gmail + Digest by Zapier + Slack
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Automate your email management and ensure your team stays updated. It triggers whenever a new labeled email arrives in your Gmail account. Have Chatbase create summaries of each of your Gmail emails. Then get a daily digest of all of your email summaries in Slack so you can quickly and easily stay on top of your emails.
Analyze incoming emails with Chatbase and add to Google Sheets
Gmail + Google Sheets
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Stay insightful and organized with every email that hits your Gmail with this intuitive Zap template. It springs into action with every new email received in your Gmail account. Initially, it sends a prompt to Chatbase to analyze and define the tone of the email as either positive, neutral, or negative, helping you gauge the sentiment of your communications. Following the tone analysis, it effortlessly adds a new row to a specified Google Sheets spreadsheet, recording the email details and the analyzed tone. This way, not only do you get an immediate understanding of the sentiment behind your incoming emails, but you also maintain a well-organized record of your communications, all automated for efficiency and ease.
Categorize incoming emails with Chatbase and add them as tasks to Todoist
Gmail + Todoist
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Transform your email management and task organization seamlessly with this Zap. It kicks off whenever a new email lands in your Gmail inbox. Initially, it sends a prompt to Chatbase to sort the email into a predefined company category like "to-do" or "company update", making email handling more structured. Following the categorization, it creates a corresponding task in Todoist under the identified category, ensuring nothing falls through the cracks.
Stuck on wording the right response to customers or team members? Because you can train Chatbase with your company documentation, it can draft responses based on that contextual information. With these Zaps, Chatbase will generate a response to each new email you receive in Gmail or Outlook then send it automatically or save it as a draft in your email folder.
Write email responses with Chatbase and save as a Gmail draft
Gmail
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Enhance your email management efficiency with this adept Zap template. The workflow initiates whenever a new email arrives in your Gmail inbox. Following this, it sends a prompt to Chatbase, utilizing its capabilities to process the email content. Then, leveraging the insights from Chatbase, it creates a draft in Gmail, setting the stage for a well-informed response. All you have to do is review and hit send. Job done.
Send AI-generated responses to Microsoft Outlook emails
Microsoft Outlook + Chatbase
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Need a helping hand when it comes to wording emails? Use this integration to send emails at scale to customers and other team members. Because you can train Chatbase on your own company sources, you can use this Zap template to write and send email responses automatically based on their questions or queries. Save yourself time and hassle with your own personalized AI assistant.
Get assistance with support tickets and customer issues
Dealing with support tickets qquickly is a major part of handling—and exceeding—customer expectations.
Yet sometimes, support teams might not get enough information or context to know where to begin. Again, this is where Chatbase's training capabilities come in handy.
Let's say you've given your chatbot lots of developer documentation and troubleshooting guides as sources. Chatbase will be able to scan that information much faster than a human can, then automation can send its proposed solution (or step-by-step instructions) to your support team immediately.
For example, every time you receive a new ticket in Jira or add a specific tag to a user in Intercom, these Zaps will send that information straight to Chatbase. Then, Chatbase can either draft a response, add context to the issue, or even suggest an initial solution based on its sources. Finally, these Zaps will add a note to the Jira ticket or Intercom user with that information.
Add AI-generated instructions to Jira tickets with Chatbase
Jira Software Cloud + Chatbase
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Expedite your issue resolution process with this integration. Whenever you receive a new issue in Jira, Chatbase will generate instructions or propose a solution based on its company source data. Those insights are then automatically appended as a comment to the issue in Jira, helping your support team move faster. This automated workflow not only accelerates the troubleshooting process but also enriches the information available for resolving issues.
Add AI-generated instructions or context to Zendesk tickets with Chatbase
Zendesk + Chatbase
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Navigating through customer tickets can be a breeze with a little assistance! When a new ticket rolls into Zendesk, a prompt is sent to Chatbase to garner additional insights or propose a solution. Swiftly, this information is circled back and added as a comment to the ticket in Zendesk, providing a richer context for support teams to address customer concerns.
Build detailed project briefs and templates
If you're anything like me, you like being fully prepared for any task or project request that gets thrown your way. For me, that means having a detailed project brief, a set template or wireframe for the content, and even additional context as to where a specific task sits within the wider project.
Of course, not every team member has the time to sit down and create something from scratch, even if they have company templates at their disposal. A lot of the time, requests get dropped casually in Slack and only consist of a sentence or two.
These Zaps can help offset any ambiguity.
Whenever someone tags you in Slack or in your project management tool, Zapier will send their requests straight to Chatbase. Your chatbot will add extra context from your company documentation and fill out the empty template you've provided. Then, Zapier will drop these detailed briefs as fully-fledged tasks inside the app of your choosing, ready for you to begin work, minus the panic.
Create project briefs based on templates with Chatbase and send to Airtable
Airtable + Chatbase
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Elevate your project organization by automatically generating detailed briefs for each new record in your Airtable base. With this integration, as soon as a new record (task request) is added to Airtable, it triggers a prompt to Chatbase to craft a template and detailed brief based on the record's data. This is then looped back to update the very record in Airtable. This way, every new entry is instantly enriched with a structured template and comprehensive brief, ready for your team to pick up and sprint forward. Say goodbye to manual data entry and hello to automated, precise, and timely project briefings!
Create detailed project briefs with Chatbase and add to Todoist from saved Slack messages
Slack + Todoist
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Don't let ambiguous task requests cloud your day. Whenever someone asks you to do something in Slack, you can save it and this Zap will send a prompt to Chatbase to expand on the ask with a detailed project brief (based on your company sources and templates). This project brief will then be sent to Todoist, where you can get to work quickly with all the context you need.
Onboard your employees
As we've already established, Chatbase does a great job of taking your company documentation, learning from it, and then incorporating it into its answers.
That's a game-changer when it comes to HR teams and the demands on them to onboard new employees. From answering questions about company benefits in Slack to explaining how to request new office equipment, Chatbase (and Zapier) can do the heavy lifting for you.
For example, you can set up Zaps that prompt Chatbase to answer employee questions directly in a specific Slack channel. Or, you can set up Zaps to take feedback forms from new employees, analyze them for intent and tone, then send a summary straight to your HR team.
Respond to questions in Slack with AI-generated responses from Chatbase
Slack
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Whenever a new message sprouts in your designated Slack channel, it triggers a prompt to Chatbase to muster up a relevant response based on the message content. Chatbase, armed with its AI prowess, crafts a response that's then shot back into the Slack channel for everyone to see.
Analyze feedback forms with Chatbase
Typeform + Google Sheets
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Need a way to quickly analyze the intent and tone of a piece of feedback? Be that for HR purposes or marketing, you can use this integration to get an AI-generated summary with Chatbase, which is then added to Google Sheets so you and your team can review at a glance.
Analyze feedback forms with Chatbase and send results via Gmail
Google Forms + Gmail
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It's not easy reading dozens of feedback forms if you're short on time. With this workflow, you can quickly analyze the intent and tone of a form response. The Zap works by taking the form responses and getting an AI-generated summary with Chatbase, before finally sending it to a specified person in Gmail.
Automate your way forward with Chatbase and Zapier
With Chatbase and Zapier, you can automatically streamline multiple parts of your business, from managing your inbox to onboarding new employees.
Thanks to Chatbase's ability to learn from internal company documentation, you can create an easy way for that information to be distilled and distributed across your whole company so every team member can do their best work.
