Overview
Use this flexible AI Utility Callable to start infusing your automations and business processes with AI. This utility workflow can classify unstructured text and data. The only setup required is your OpenAI credentials.
Prerequisites
To implement this AI powered automation, you will need:
- API credentials for OpenAI Note: while this automation uses script steps, you do not need to understand or write scripts to benefit. If you want to learn more about what the script steps do we included comments in the code so you could reverse engineer what is happening if you want to. **
Getting Live
**Mandatory steps: **
- Map the source text that you want to classify
- Define the classification categories that you want AI to use when evaluating the source text Optional steps (to refine your extraction job):
- Include example Source Text and Classification Answers (very effective for complex extractions)
Example Use Cases
- Classifying Autoresponder Emails (level up: use in coordination with a extraction AI utility for best in class marketing ops)
- Service or Help Desk ticket routing
- Ticket escalation - use this to classify the tone or emotion of a customer submission and use that for routing and escalation purposes
- and many more.
Here are a few examples of implementation (with source text hardcoded for visibility):
