Automating Partnership Inquiries: Effortless Email Responses

Natalie Choprasert

Created Jul 11, 2023

Automating Partnership Inquiries: Effortless Email Responses

65
    a

Airtable

84 Steps
Go to https://airtable.com/
1

Click on Add a base

Click on Add a base
2

Click on Open base settings menu

Click on Open base settings menu
3

Type "Inquiry Form"

Type "Inquiry Form"
4

Click on Open Notes column menu

Click on Open Notes column menu
5

Click on Edit field

Click on Edit field
6

Type "Email"

Type "Email"
7

Click on Field type

Click on Field type
8

Click on Email

Click on Email
9

Click on Save

Click on Save
10

Click on Open Assignee column menu

Click on Open Assignee column menu
11

Type "Phone"

Type "Phone"
12

Click on Field type

Click on Field type
13

Click on Phone number

Click on Phone number
14

Click on Save

Click on Save
15

Right click on Status column header (Single select field)

Right click on Status column header (Single select field)
16

Click on Edit field

Click on Edit field
17

Type "Enquiry"

Type "Enquiry"
18

Click on Field type

Click on Field type
19

Click on Long Text

Click on Long Text
20

Click on Save

Click on Save
21

Click on add a field

Click on add a field
22

Type "Draft Response"

Type "Draft Response"
23

Click on Create field

Click on Create field
24

Click on Create field

Click on Create field
25

Click on Views

Click on Views
26

Click on Form

Click on Form
27

Type "Inquiry Form"

Type "Inquiry Form"
28

Click on Create new view

Click on Create new view
29

Click on Expand form field for "Draft Response"

Click on Expand form field for "Draft Response"
30

Click on the eye to hide it

Click on the eye to hide it
32

Click on Try this Zap

Click on Try this Zap
33

Click on Open step

Click on Open step
34

Click on App & event

Click on App & event
35

Click on Continue

Click on Continue
36

Click on Continue

Click on Continue
37

Click on Copy

Click on Copy
38

Click on add a field

Click on add a field
39

Type "Draft Response Trigger"

Type "Draft Response Trigger"
40

Choose Button as Field type

Choose Button as Field type
41

Click on presentation

Click on presentation
42

Type """"

Type """"
43

Paste text area

Paste text area
44

Paste text area

Paste text area
45

Style your button

Style your button
46

Click on Solid cyan

Click on Solid cyan
47

Type your button "Draft Email" Label

Type your button "Draft Email" Label
48

Click on Create field

Click on Create field
49

Click on Inquiry Form

Click on Inquiry Form
50

Click on Open form

Click on Open form
51

Type "Name Test"

Type "Name Test"
52

Type in highlight

Type in highlight
53

Click on Submit

Click on Submit
54

Click on Grid view

Click on Grid view
55

Click on Draft Email

Click on Draft Email
56

Go back to Zapier and Click on Test trigger

Go back to Zapier and Click on Test trigger
57

Click on Find new records

Click on Find new records
58

Select the request containing the "Test entries"

Select the request containing the "Test entries"
59

Click on Continue with selected record

Click on Continue with selected record
60

Go to your 2nd Action and signin your OpenAI API then under the Action…

Go to your 2nd Action and signin your OpenAI API then under the Action…
61

Click on Prompt

Click on Prompt
62

Paste Prompt

Act as professional Customer Representative.

{Information to you need to learn – Start}

Given the information about [Company Name]

[Company Details]

{Information to you need to learn – End}

Considering the information about [Company Name] and our company’s services, just answer the inquiry directly, prevent providing unnecessary details and suggestions and provide a friendly yet professional customer representative response to this specific customer inquiry:”{Enquiry}”?

Format should be:

[Salutation] {Name},

[Thank you for reaching out message]

[Generated Response]

[Gratitude]

[Closing]

[Company Name]

Paste Prompt
63

Make sure to add the correct entry on the correct location. Follow below

Make sure to add the correct entry on the correct location. Follow below
64

Click on Continue

Click on Continue
65

Go to the 3rd Action and link your Airtable Account

Go to the 3rd Action and link your Airtable Account
66

Click on Sign in

Click on Sign in
67

Under the Action. Make sure to select the correct table

Under the Action. Make sure to select the correct table
68

Click on Search Value

Click on Search Value
69

Click on 1. Catch Hook in Webhooks by Zapier

Click on 1. Catch Hook in Webhooks by Zapier
70

Click on Querystring Enquiry Enquiry test

Click on Querystring Enquiry Enquiry test
71

Click on Close

Click on Close
72

Click on Continue

Click on Continue
73

Click on Test action

Click on Test action
74

Go to the Last Action

Go to the Last Action
75

Select the correct table location

Select the correct table location
76

Click on Custom

Click on Custom
77

Click on 3. Find Record in Airtable

Click on 3. Find Record in Airtable
78

Click on ID rec1234

Click on ID rec1234
79

Click on Draft Response

Click on Draft Response
80

Click on 2. Send Prompt in OpenAI (GPT-3, DALL-E, Whisper)

Click on 2. Send Prompt in OpenAI (GPT-3, DALL-E, Whisper)
81

Select the Response test,

Select the Response test,
82

Click on Continue

Click on Continue
83

Click on Test action

Click on Test action
84

Click on Publish

Click on Publish
Well done!
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