Artificial intelligence (AI) is starting to alter how we work, whether or not we prefer it or not.

Whereas some are afraid of the methods AI and automation are altering the material of labor life, we at Course of Avenue are excited by it. We see it as a approach to enhance our product and make our staff happier.

That’s why we’ve begun to make use of OpenAI inside Zapier to create AI-generated automation to make workflows quicker and simpler than ever earlier than.

On this put up, I’ll stroll you thru how one can auto-generate your recruitment e mail course of utilizing Process Street and AI.

What’s clever automation?

Clever automation (IA) is the method by which AI “streamlines and scales decision-making across organizations.” Mainly, which means it simplifies enterprise processes with a purpose to make operations extra environment friendly and release assets.

Clever automation is only one factor AI can do. All clever automation is AI, however not all AI is clever automation. IA additionally depends on enterprise course of administration (BPM) and robotic course of automation (RPA) – or bots – to energy its talents.

And getting an IA arrange just isn’t as daunting as it could appear. It’s now not the loopy tech we solely ever say in films. It’s out there to on a regular basis individuals and companies as of late. Zapier now works with OpenAI to include AI into automated workflows. 

The worth of clever automation

However why must you make investments money and time in establishing clever automation? Nicely, there are a couple of causes.

Saves time

Utilizing AI to automate duties and auto-generate emails saves your organization tons of time – as much as 90%. This freed-up time could also be scary for workers who concern dropping their jobs to AI, however most corporations select to as a substitute redirect their crew’s time to duties of upper worth. That may embody issues like managing shopper relations and forming enterprise methods.

Saves cash

Time is cash, and the time AI saves your organization additionally equates to elevated financial financial savings. Administration consulting firm Roland Berger discovered that companies may scale back the time spent on BPM by 40-70%, and in flip, that might save organizations 40% yearly.

Reduces errors

Automating recurring duties with AI tremendously reduces the danger of human error. And if your organization offers with lots of knowledge lowering errors turns into much more essential as a result of even the smallest mistake can have a significant impression. For those who arrange the AI appropriately, it is best to be capable of remove errors in recurring duties.

Will increase job satisfaction

No one likes to do tedious, repetitive duties. Clever automation of business processes takes these duties away from staff, liberating them up for duties that carry them extra achievement. This, in flip, results in better job satisfaction and less overall churn in corporations. Your crew must be enthusiastic about what AI can do for them, not afraid of it.

Utilizing AI to mechanically generate recruitment emails

Course of Avenue integrates with Zapier, which suggests it additionally integrates with OpenAI. 

Just lately, one in every of our solutions consultants created a workflow for worker recruitment utilizing this integration, and, to be frank, it’s actually freaking superior.

For those who don’t wish to examine it, you possibly can watch the video she made right here:

What the workflow does

In brief, the workflow makes use of OpenAI vis Zapier to create recruitment emails and job supply letters. The entire course of is automated and takes a ton of labor out of the hiring process, which suggests you possibly can rent somebody quicker.

Let’s break it down

Within the first activity, the shape fields could be mechanically crammed in by integrating with a hiring web site like Indeed. If your organization doesn’t use hiring web sites, the info could be entered manually very quickly in any respect.

Within the subsequent activity, you’ll first be requested should you want to interview the candidate. 

For those who say no, the AI will mechanically draft a rejection e mail which you’ll ship immediately from the workflow.

For those who say sure, you’ll then be prompted so as to add all of the details about the interview.

From there, you possibly can arrange the interview by sending out the AI-generated e mail with the invitation.

After that, it is possible for you to to substantiate the interview. And if the applicant must reschedule, you possibly can add that in as properly. 

The subsequent part is to conduct the interview. You may enter all of your interview questions into the workflow in addition to the applicant’s solutions.

After the interview, you may be prompted with the choice to both settle for or reject the applicant. For those who reject them, the AI device will mechanically generate a rejection letter which you’ll ship proper from the workflow.

For those who settle for the applicant, a distinct e mail will likely be created together with the supply letter, which will likely be mechanically put in a PDF format.

Right here’s what the supply letter will appear to be:

Now, all of that is how we arrange the workflow. You may customise it to look nonetheless you need it to. 

We suggest enjoying round with OpenAI inside Zapier to get every part excellent so that you don’t need to carry a finger for the hiring course of once more.

The best way to arrange the workflow

Okay, so I confirmed you what the workflow does. And should you prefer it as is, you should use it by adding this template to your Course of Avenue library.

However if you wish to understand how we did it so you may make one thing related, observe me as I stroll you thru it.

Some pre-information

The answer marketing consultant who made the Interview Questionnaire workflow used three zaps and one webhook to construct it. She explains in nice element how she arrange every of these on this group put up on connecting OpenAI to Zapier

We might be right here all day if I wrote out every part within the 11-minute video she made about it. So for the sake of time (and my sanity), I’m solely going to enter element about one of many zaps.

All the zaps she made with OpenAI observe the identical sample, so it makes extra sense to concentrate on one intimately than to enter all of them.

Sound good? Okay, then let’s do that. 

Facet word: For those who don’t know the best way to create zaps in Course of Avenue, learn our walkthrough on integrating Zapier and Process Street. Every part from this level ahead goes to function underneath the idea that you know the way to make zaps.

Step 1: Create a zap in Interview Particulars

On this first step, it is advisable to create a zap for the duty labeled “Interview Particulars” within the Interview Questionnaire workflow.

The Occasion must be set for “New Job Checked,” so the zap is triggered when the duty is accomplished.

Step 2: Arrange Paths

Subsequent, it is advisable to arrange the Paths. There will likely be two for this activity, one for should you plan to reject the appliance (No) and one for should you want to transfer ahead with an interview (Sure).

For our functions, we’re going to debate the best way to arrange the “Sure” Path for sending the e-mail to request an interview. Nevertheless, it really works the identical for the “No” Path to reject the appliance.

Step 3: Add Date/Time Formatter

In order you proceed creating the “Sure” Path, it is advisable to set a Date/Time format. 

When “Sure” is chosen within the workflow, a immediate will likely be despatched to the AI. Including within the Date/Time Formatter ensures that the dates included within the AI-generated e mail are appropriate.

We don’t go into a lot element in our video about Date/Time codecs, however Zapier has a whole page with a video explaining it if you wish to perceive extra.

Step 4: Ship immediate to the AI

That is an important step as a result of that is the place the AI is available in. 

You first must set the Occasion to “Ship Immediate.”

Subsequent, it is advisable to arrange the motion. That is the place you inform the AI what to do. On this case, writing an email. That you must inform the AI what you wish to be included within the e mail, notably which kind fields from the workflow have to be current. 

By doing this, you make sure that each e mail has the proper private info and dates when the AI is triggered.

A cool characteristic of OpenAI is the flexibility to set the Temperature of the command. The Temperature is the extent of creativity you permit the AI to put in writing with. In our case, it was set to 0.7, which you’ll consider as 70% inventive.

You may also set the size you need the e-mail to be. It’s essential to do this as a result of should you don’t, the e-mail may very well be for much longer than you need it.

Professional tip: Be as particular as potential when writing the AI immediate. The extra particular you might be, the higher the ultimate product.

When you’ve performed all that, the AI will present you a draft of the e-mail. Give it a learn to be sure you prefer it. For those who don’t, make edits at your leisure. For those who do, be sure that to ship a take a look at e mail so you already know it really works.

Step 5: Replace the workflow

The ultimate step could be very easy: Update the workflow in Course of Avenue.

When you do this, it must be all able to go! Head again into Course of Avenue, refresh the workflow, and take a look at the duty to verify every part works as you need it to. 

Confused? No drawback! We will do it for you

For those who’re confused, don’t fear. So am I. I may match for a tech firm, however I’m a author by occupation and the intricacies of utilizing AI tends to go proper over my head.

Fortunately, we’ve a great deal of approach smarter individuals on our crew who can hop on a name with you and stroll you thru the best way to do it. You’ll even have your questions answered in real-time.

Be at liberty to book a demo with us so we may help you!

And should you would like us to do it for you, we are able to! Our options consultants can do something, they’re wonderful. Simply ask about it in your demo.

Strive Course of Avenue at no cost and take management of your workflows right now


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