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4 min read

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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Skip ahead

  • Refresh CustomGPT with new files or emails

  • Start conversations inside chat and support tools

  • Send bot replies where people actually look

  • Log every interaction for analytics and compliance

  • Turn AI insights into downstream work

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

Upload new Google Drive files to CustomGPT
  • Google Drive logo
  • CustomGPT logo
Google Drive + CustomGPT

Upload new Gmail emails as files in CustomGPT

Upload new Gmail emails as files in CustomGPT
  • Gmail logo
  • CustomGPT logo
Gmail + CustomGPT

Upload new OneDrive files to CustomGPT automatically

Upload new OneDrive files to CustomGPT automatically
  • OneDrive logo
  • CustomGPT logo
OneDrive + CustomGPT

Upload new RSS by Zapier feed items as files in CustomGPT

Upload new RSS by Zapier feed items as files in CustomGPT
  • RSS by Zapier logo
  • CustomGPT logo
RSS by Zapier + CustomGPT

Upload new or updated Dropbox files to CustomGPT

Upload new or updated Dropbox files to CustomGPT
  • Dropbox logo
  • CustomGPT logo
Dropbox + CustomGPT

Upload new Fireflies.ai meetings as files in CustomGPT

Upload new Fireflies.ai meetings as files in CustomGPT
  • Fireflies.ai logo
  • CustomGPT logo
Fireflies.ai + CustomGPT

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

Create new CustomGPT conversations from new Slack channel messages
  • Slack logo
  • CustomGPT logo
Slack + CustomGPT

Create new CustomGPT conversations from new Discord channel messages

Create new CustomGPT conversations from new Discord channel messages
  • Discord logo
  • CustomGPT logo
Discord + CustomGPT

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

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

Create conversations in CustomGPT from new tickets in Freshdesk

Create conversations in CustomGPT from new tickets in Freshdesk
  • Freshdesk logo
  • CustomGPT logo
Freshdesk + CustomGPT

Start a conversation in CustomGPT when new sms arrive in Twilio

Start a conversation in CustomGPT when new sms arrive in Twilio
  • Twilio logo
  • CustomGPT logo
Twilio + CustomGPT

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

Create new CustomGPT conversations from new Facebook Messenger messages sent to page
  • Facebook Messenger logo
  • CustomGPT logo
Facebook Messenger + CustomGPT

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

Send new CustomGPT messages to Slack channel instantly
  • CustomGPT logo
  • Slack logo
CustomGPT + Slack

Send emails in Gmail when new conversations happen in CustomGPT

Send emails in Gmail when new conversations happen in CustomGPT
  • CustomGPT logo
  • Gmail logo
CustomGPT + Gmail

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

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

Send sms via Twilio for every new message in CustomGPT

Send sms via Twilio for every new message in CustomGPT
  • CustomGPT logo
  • Twilio logo
CustomGPT + Twilio

Create draft emails in Microsoft Outlook for new conversations in CustomGPT

Create draft emails in Microsoft Outlook for new conversations in CustomGPT
  • CustomGPT logo
  • Microsoft Outlook logo
CustomGPT + Microsoft Outlook

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

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

Create records in Zapier Tables from new messages in CustomGPT

Create records in Zapier Tables from new messages in CustomGPT
  • CustomGPT logo
  • Zapier Tables logo
CustomGPT + Zapier Tables

Create records in Airtable from new messages in CustomGPT

Create records in Airtable from new messages in CustomGPT
  • CustomGPT logo
  • Airtable logo
CustomGPT + Airtable

Add new rows in SQL Server for new messages in CustomGPT

Add new rows in SQL Server for new messages in CustomGPT
  • CustomGPT logo
  • SQL Server logo
CustomGPT + SQL Server

Create spreadsheet in Microsoft Excel for every new conversation in CustomGPT

Create spreadsheet in Microsoft Excel for every new conversation in CustomGPT
  • CustomGPT logo
  • Microsoft Excel logo
CustomGPT + Microsoft Excel

Add new CustomGPT conversations to Google Docs documents as appended text

Add new CustomGPT conversations to Google Docs documents as appended text
  • CustomGPT logo
  • Google Docs logo
CustomGPT + Google Docs

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

Create new Zendesk tickets from new CustomGPT conversations
  • CustomGPT logo
  • Zendesk logo
CustomGPT + Zendesk

Create new Pipedrive deals from new CustomGPT conversations

Create new Pipedrive deals from new CustomGPT conversations
  • CustomGPT logo
  • Pipedrive logo
CustomGPT + Pipedrive

Create Salesforce records from new CustomGPT messages

Create Salesforce records from new CustomGPT messages
  • CustomGPT logo
  • Salesforce logo
CustomGPT + Salesforce

Create new Miro boards from new CustomGPT messages

Create new Miro boards from new CustomGPT messages
  • CustomGPT logo
  • Miro logo
CustomGPT + Miro

Create Google Slides presentations from new CustomGPT conversations

Create Google Slides presentations from new CustomGPT conversations
  • CustomGPT logo
  • Google Slides logo
CustomGPT + Google Slides

Trigger phone calls in Bland AI from new messages in CustomGPT

Trigger phone calls in Bland AI from new messages in CustomGPT
  • CustomGPT logo
  • Bland AI logo
CustomGPT + Bland AI

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?

Related reading:

  • Zapier Agents: Combine AI agents with automation

  • Zapier MCP: Perform 30,000+ actions in your AI tool

  • A guide to Zapier's AI tools

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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'