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5 ways to automate CustomGPT

By Michael Toth · June 3, 2025
The CustomGPT logo connected to logos for Slack, Google Drive, and Zapier Tables against a lime green background

CustomGPT makes it easy to build a personalized AI agent that answers questions based on your own information and documents. Powerful for customer support, sales, and competitive analysis, CustomGPT is especially useful for teams that want to reduce repetitive work and let AI handle the common questions.

And it becomes even more helpful when you connect it to the rest of your tech stack with Zapier. You can automatically feed CustomGPT fresh data or trigger conversations when someone reaches out—and even kick off real work based on what the bot learns. Let's dive into some of the best ways to automate CustomGPT with Zapier.

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Refresh CustomGPT with every new file or email

The value of your CustomGPT agent comes from the knowledge it holds. But knowledge gets stale quickly. You don't want your AI agent still referencing month-old pricing or last year's product specs. Instead, keep CustomGPT fresh by automatically pushing your files and communications directly into its knowledge base.

Whenever your team uploads a new file to Google Drive or Dropbox or receives an email in Gmail, Zapier can forward that content into CustomGPT. Even RSS feed updates, like blog posts or news items, can be automatically connected to CustomGPT's memory. Have a sales or customer support team that holds a lot of meetings? Zapier can also auto-upload transcripts from AI meeting tools like Fireflies.ai, so those discussions are instantly searchable in CustomGPT.

With these integrations running quietly in the background, your CustomGPT agent will keep up with your team's newest files, messages, and ideas. It's just like having another person on the team.

Upload new Google Drive files to CustomGPT

  • Google Drive logo
  • CustomGPT logo
Google Drive + CustomGPT
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    Easily manage your content across platforms with this seamless workflow. When there's a new file in your designated Google Drive folder, it will get uploaded to the CustomGPT app. This translates into efficient file handling, ensuring you never miss updating relevant files in your CustomGPT app. Let this automation save you time and improve your workflow.

    Upload new Gmail emails as files in CustomGPT

    • Gmail logo
    • CustomGPT logo
    Gmail + CustomGPT
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      Get your Gmail emails turned into uploaded files in the CustomGPT app without lifting a finger. This user-friendly workflow activates when new emails come in, sending your emails straight to CustomGPT for immediate file creation. It's a smart solution that saves time, offers a seamless integration and optimizes your email management system.

      Upload new OneDrive files to CustomGPT automatically

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      • CustomGPT logo
      OneDrive + CustomGPT
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        Stay organized and save time with this seamless workflow. Whenever a new file is added to your OneDrive, it will be promptly uploaded to the CustomGPT app. Now you never have to worry about your files not being transferred; this automation ensures everything is where it should be, providing ease in your document management.

        Upload new RSS by Zapier feed items as files in CustomGPT

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        • CustomGPT logo
        RSS by Zapier + CustomGPT
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          Stay up-to-date with your RSS feeds and seamlessly upload new items as files in your CustomGPT platform. Whenever a new item pops up in your RSS by Zapier, it instantly transfers the information into the CustomGPT app as a file. This efficient workflow aids in the swift organization of feed items, resulting in a smooth and streamlined operation.

          Upload new or updated Dropbox files to CustomGPT

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          • CustomGPT logo
          Dropbox + CustomGPT
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            Manage and update your digital files efficiently with this ready-to-use workflow. Whenever you create or modify a file in Dropbox, the system will promptly transfer it to the CustomGPT app. This seamless connection allows for real-time updates on both platforms, easing the process of file management. Simplify your tasks and assure document consistency with this process.

            Upload new Fireflies.ai meetings as files in CustomGPT

            • Fireflies.ai logo
            • CustomGPT logo
            Fireflies.ai + CustomGPT
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              Stay organized and efficient with this workflow. Whenever a new meeting occurs in Fireflies.ai, it prompts an upload file action in CustomGPT. This automation streamlines your tasks, ensuring that important data from your meetings is instantly available in CustomGPT. Make the most out of your tools and save time by having your meetings information directly uploaded where you need it.

              Pro tip: Before uploading files to CustomGPT, add a Filter by Zapier step to process only certain file types or sizes. That'll keep your AI agent focused on relevant content and prevent information overload. Check out our guide to getting started with filters.

              Screenshot of a workflow that uses Filter by Zapier

              Start CustomGPT conversations inside chat and support tools

              Speed is everything in customer support and sales conversations. According to research from Amplemarket, contacting a new lead within five minutes boosts your conversion rate by an astonishing 21 times compared to contacting them after 30 minutes.

              Zapier ensures your CustomGPT agent puts your business on the right side of that stat. As soon as a message from a lead arrives, whether it's a question posted to Slack, a new inquiry in Discord, a Freshdesk ticket submission, or a text via Twilio, CustomGPT can instantly reply.

              Because CustomGPT can field initial questions and handle routine tasks, your team spends less time on repetitive messages and more time closing deals or handling high-value customer interactions. You'll respond to leads in a flash and make a better impression.

              Create new CustomGPT conversations from new Slack channel messages

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              • CustomGPT logo
              Slack + CustomGPT
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                Initiate engaging discussions with your team instantly when a new message is posted on Slack. This workflow takes this event as a cue to create a conversation in the CustomGPT app, ensuring your team's communication is seamless and efficient. Enhance productivity and keep everyone on the same page, regardless of where the conversation begins.

                Create new CustomGPT conversations from new Discord channel messages

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                • CustomGPT logo
                Discord + CustomGPT
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                  Stay engaged with your Discord community and initiate meaningful conversations without breaking a sweat. With this workflow, whenever there's a new message posted to a channel in Discord, a conversation is promptly created in the CustomGPT app. It's an efficient method to keep interactions flowing smoothly and a time-saving solution to manage your online community effectively.

                  Send new Microsoft Teams chat messages to CustomGPT for automatic message generation

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                  • CustomGPT logo
                  Microsoft Teams + CustomGPT
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                    Boost your communication effectiveness with this streamlined workflow that ensures any new chat message in Microsoft Teams is immediately posted in your CustomGPT app. This workflow enhances transparency and unity across platforms, capturing critical Microsoft Teams discussions and mirroring them in CustomGPT in real-time. An ideal solution for better organization and tracking of crucial conversations.

                    Create conversations in CustomGPT from new tickets in Freshdesk

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                    • CustomGPT logo
                    Freshdesk + CustomGPT
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                      This workflow begins when a new ticket is created in Freshdesk and results in a conversation being created within the CustomGPT app. Improve your customer service responsiveness and ensure no issue goes unaddressed by capturing all key communication in one place. With this seamless connection, users can effortlessly manage their customer interactions, making customer support a breeze.

                      Start a conversation in CustomGPT when new sms arrive in Twilio

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                      • CustomGPT logo
                      Twilio + CustomGPT
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                        Stay on top of your Twilio SMS messages effortlessly with this handy workflow. When a new SMS arrives in Twilio, it immediately triggers the creation of a conversation in CustomGPT, ensuring you never miss a beat when managing your communications. This efficient process saves time and enhances responsiveness, making handling SMS communication a breeze.

                        Create new CustomGPT conversations from new Facebook Messenger messages sent to page

                        • Facebook Messenger logo
                        • CustomGPT logo
                        Facebook Messenger + CustomGPT
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                          Keep track of all Facebook Messenger page interactions with this streamlined workflow. When a new message is sent to your page, it will initiate a conversation in the CustomGPT app. This setup streamlines your communication process, ensuring you never miss a message and can respond quickly and efficiently. Enhance your customer service and keep your audience engaged with this streamlined solution.

                          Send bot replies where people actually look

                          Your team isn't hovering over CustomGPT's dashboard all day. And they shouldn't have to be. Zapier helps you deliver CustomGPT responses exactly where people are already spending their time, like email inboxes and Slack. 

                          Whenever CustomGPT generates an answer, Zapier can instantly forward it as a Slack message or email. You can even use Zapier to send CustomGPT responses by text message if your team needs faster, on-the-go notifications. This keeps everyone in the loop without adding extra tools or steps. Your team gets the info they need, right when they need it. 

                          Send new CustomGPT messages to Slack channel instantly

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                          • Slack logo
                          CustomGPT + Slack
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                            Consolidate your team communication by instantly sharing new messages from the CustomGPT app in your Slack channel. This workflow ensures that every message from CustomGPT is swiftly relayed to your Slack channel, keeping your team informed at all times. Now, your team will never miss any important update or discussion happening in the CustomGPT app, enhancing your team's collaboration and productivity.

                            Send emails in Gmail when new conversations happen in CustomGPT

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                            • Gmail logo
                            CustomGPT + Gmail
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                              Stay on top of your communication flow with this innovative workflow. When a new conversation starts in CustomGPT, this automation seamlessly sends an email through your Gmail account. This ensures you can instantly respond to new discussions without the need to constantly monitor your CustomGPT app, improving efficiency and response times. Establish a smart communication method and enhance your productivity with this automation.

                              Send 'new message' notifications from CustomGPT as outbound emails with Email by Zapier

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                              • Email by Zapier logo
                              CustomGPT + Email by Zapier
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                                When a new message arrives in CustomGPT app, this workflow swiftly responds by sending an outbound email through the Email by Zapier app. Ideal for efficiently handling incoming messages, this automation streamlines your communication process, allowing you to stay on top of your inbox, therefore improving your interaction with customers or team members.

                                Send sms via Twilio for every new message in CustomGPT

                                • CustomGPT logo
                                • Twilio logo
                                CustomGPT + Twilio
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                                  Stay connected with your audience through SMS whenever there's a new message in the CustomGPT app. This workflow promptly sends an SMS via Twilio, ensuring instant communication. Ideal for businesses and individuals striving for efficient and time-sensitive conversation management, this setup takes away manually monitoring new messages, freeing you up to focus on the actual engagement.

                                  Create draft emails in Microsoft Outlook for new conversations in CustomGPT

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                                  • Microsoft Outlook logo
                                  CustomGPT + Microsoft Outlook
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                                    Stay on top of your communication by creating draft emails in Microsoft Outlook every time a new conversation starts on your CustomGPT app. This workflow enables you to effectively manage your conversations, ensuring you never miss out on important updates or follow-ups. Make your communication process seamless and efficient with this automation.

                                    Log every interaction for analytics and compliance

                                    In addition to answering questions in real time, CustomGPT can also be a valuable source of insight. By backing up every message, you can create a record you can refer to later, whether for compliance audits or deeper analysis.

                                    For firms in regulated industries, storing CustomGPT conversations may be a compliance requirement. Even if it's not mandatory, having a searchable archive makes it easier to analyze usage patterns across teams or identify opportunities to improve your bot's responses. Zapier makes all of that automatic. You can log every interaction to your spreadsheet or database of choice, with each part of the conversation—like the question, the response, and the timestamp—going neatly into the correct column. Everything stays organized and timestamped, and you won't need to manually copy a thing.

                                    Create multiple spreadsheet rows in Google Sheets for each new message in CustomGPT

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                                    CustomGPT + Google Sheets
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                                      With this workflow, anytime a new message pops up in CustomGPT, corresponding rows are instantly created in Google Sheets. This automated process makes it easy to keep track and efficiently organize your messages, freeing up time for other tasks. Just set it up once and rest assured knowing your messages are being handled seamlessly in the background.

                                      Create records in Zapier Tables from new messages in CustomGPT

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                                      • Zapier Tables logo
                                      CustomGPT + Zapier Tables
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                                        Stay organized and efficient with this workflow. Whenever a new message rolls in within your CustomGPT app, a new record is instantly created in the Zapier Tables app. This allows you to easily track and manage all your communications in one neatly-arranged table without manual data entry - simplifying your data management and improving your productivity.

                                        Create records in Airtable from new messages in CustomGPT

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                                        • Airtable logo
                                        CustomGPT + Airtable
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                                          Stay on top of your communications with this outstanding workflow. As soon as a new message appears in CustomGPT, this automation instantly captures that data to create a record in Airtable. This efficient process not only saves you time, but also ensures no important information from your conversations are missed, keeping your records up-to-date.

                                          Add new rows in SQL Server for new messages in CustomGPT

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                                          • SQL Server logo
                                          CustomGPT + SQL Server
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                                            Save time and ensure accuracy in your database management process with this workflow. Upon receiving a new message in the CustomGPT app, it seamlessly creates a fresh row in your SQL Server app. This streamlined process not only reduces manual data input but also allows for prompt updates and efficient record-keeping in your database. Experience the cohesion of automation aiding in effective database management.

                                            Create spreadsheet in Microsoft Excel for every new conversation in CustomGPT

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                                            • Microsoft Excel logo
                                            CustomGPT + Microsoft Excel
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                                              Start a new spreadsheet in Microsoft Excel each time there's a fresh conversation in CustomGPT. This automation keeps your conversations organized efficiently, helping you record your CustomGPT discussions without switching across platforms. Keep track of crucial details and never miss a beat within your dynamic dialogue landscape.

                                              Add new CustomGPT conversations to Google Docs documents as appended text

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                                              • Google Docs logo
                                              CustomGPT + Google Docs
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                                                Stay on top of your communication workflow with CustomGPT and Google Docs. Whenever a new conversation begins in your CustomGPT app, this automation appends the conversation content directly to a document in Google Docs. It’s an efficient way to monitor and document all your significant interactions, ensuring you never miss important details in your discussions.

                                                Turn AI insights into downstream work

                                                A conversation with CustomGPT doesn't need to be a dead end. Instead, when CustomGPT uncovers a new lead or surfaces a support issue, Zapier can automatically turn that into a follow-up your team can act on.

                                                Say a prospect chats with your bot on a pricing page and asks detailed questions about enterprise features. With Zapier, that conversation can instantly create a new deal in Pipedrive and assign it to your sales team. If someone reports a bug, Zapier can create a Zendesk ticket complete with the full chat transcript, so your support team can step in.

                                                No matter the outcome of the conversation, Zapier makes sure the next step happens automatically, keeping your team focused and your follow-ups on track.

                                                Create new Zendesk tickets from new CustomGPT conversations

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                                                • Zendesk logo
                                                CustomGPT + Zendesk
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                                                  Automate your customer service response with this powerful workflow. Whenever a new conversation starts in CustomGPT, a ticket will be promptly created in Zendesk. This seamless process ensures you never miss addressing a client query, enhancing your service efficiency and customer relations.

                                                  Create new Pipedrive deals from new CustomGPT conversations

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                                                  • Pipedrive logo
                                                  CustomGPT + Pipedrive
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                                                    This workflow streamlines the process by instantly creating a new deal in Pipedrive whenever there's a new conversation in CustomGPT. No more manual data entry—just set up this automation and ensure every new conversation leads to a potential business opportunity in Pipedrive.

                                                    Create Salesforce records from new CustomGPT messages

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                                                    • Salesforce logo
                                                    CustomGPT + Salesforce
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                                                      Stay on top of your customer relations by moving information between your CustomGPT and Salesforce apps. With this workflow, whenever you receive a new message on CustomGPT, a new record will be created in Salesforce. This streamlines your process, ensuring no essential details from your customer communication are lost, keeping your records always up-to-date.

                                                      Create new Miro boards from new CustomGPT messages

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                                                      CustomGPT + Miro
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                                                        Streamline your collaboration process with this efficient workflow. When a new message arrives in CustomGPT, it creates a new board in Miro, offering a seamless way to turn important conversations into visual brainstorming sessions. With this automatic process, you can focus more on ideation rather than manual task execution, improving productivity significantly.

                                                        Create Google Slides presentations from new CustomGPT conversations

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                                                        • Google Slides logo
                                                        CustomGPT + Google Slides
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                                                          Capture the details from each new conversation happening within the CustomGPT app and instantly turn them into a comprehensive presentation using Google Slides. This workflow simplifies the process of converting insightful conversations into visually appealing presentations. Efficiently collate information and present it in an engaging manner, saving you valuable time and effort.

                                                          Trigger phone calls in Bland AI from new messages in CustomGPT

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                                                          • Bland AI logo
                                                          CustomGPT + Bland AI
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                                                            This workflow gives you the convenience of transforming new messages on CustomGPT into phone calls on the Bland AI app. Ideal for business communication, it makes your messaging system more efficient and interactive. Never miss an important message again and efficiently respond through voice calls. With this automated process, simplify the way you handle messages, saving time and effort in your day-to-day tasks.

                                                            Build CustomGPT agents that work smarter with Zapier

                                                            CustomGPT gives you a powerful way to deploy an AI agent that truly understands your business. And when you automate it with Zapier, that agent can do even more: stay up to date, kick off conversations, log chats, and more.

                                                            That's just the start of what you can achieve with CustomGPT and Zapier. What will you automate first?

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                                                            A Zap with the trigger 'When I get a new lead from Facebook,' and the action 'Notify my team in Slack'