If you need an AI-powered assistant to field employee questions and handle routine tasks, then you might have heard of Chatbase. Built on OpenAI's AI models, the AI chatbot builder lets you create and train chatbots on your company data (think internal docs and website links) so you can incorporate your knowledge into its output.
That's great if you're looking to provide fast, reliable answers based on your internal knowledge. But answering questions is only one part of the picture—you also need a way to turn those interactions into actionable next steps.
That's where automation comes in. When you pair Chatbase with Zapier, you can automate workflows that power your business processes from start to finish. Think automating onboarding, project management, and more. Here's how.
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Table of contents
To get started with a Zap template—what we call our pre-made workflows—just click on the button. It only takes a few minutes to set up. You can read more about setting up Zaps here.
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.
Categorize incoming emails with Chatbase and add them as tasks to Todoist
Analyze incoming emails with Chatbase and add to Google Sheets
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
Send AI-generated responses to Microsoft Outlook emails
Get assistance with support tickets and customer issues
Dealing with support tickets quickly 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
Add AI-generated instructions or context to Zendesk tickets with Chatbase
Create issue in Jira with a Chatbase-generated solution when tickets are submitted in Intercom
Summarize transcripts and other business info
You can also use Chatbase to generate quick, clear summaries from the constant flow of business information landing on your company's doorstep. After all, who really wants to wade through pages of meeting transcripts or dense documents?
Zapier and Chatbase allows you to automatically summarize lengthy Tl;DV meeting recordings and send the key insights straight into Slack channels to keep your team effortlessly aligned. Or pull out a TL;DR from your Google Docs and append them at the top of the document—giving everyone quick access to essential details. You can even summarize online articles and web pages directly in your browser, capturing exactly what matters without extra steps.
Summarize articles and web content in your browser with Chatbase
Summarize Tl;DV transcripts with Chatbase and send to Slack
Summarize Google Doc contents with Chatbase and append the summary to document
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.
Categorize incoming emails with Chatbase and add them as tasks to Todoist
Create project briefs based on templates with Chatbase and send to Airtable
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
And, because you can also build forms directly in Chatbase, you can automate the process even further. With these Zaps, you'll send newly submitted Chatbase forms back to Chatbase itself for instant analysis. Then, the insights are neatly added into Google Sheets or Zapier Tables, helping your HR team effortlessly track employee questions and onboarding needs—no manual sorting required.
Create Google Sheets rows for newly analyzed Chatbase forms
Spreadsheets are great for storing information, but they're not built for acting on it quickly. For a more dynamic automated system, try Zapier Tables. With it, you can store data, trigger automations, and connect all your organization's apps and workflows to your spreadsheet data.
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.
