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  • Dan Luo
    • 5 days ago
    • 3 min read

How AI Integration is Improving Workflows in Make

AI is no longer a future idea; it's already a part of business operations today. Companies are increasingly using AI to automate everyday tasks, gain valuable insights from data analysis, and improve decision-making processes. AI tool has expanded far beyond chatbots and now includes comprehensive tools that optimise entire workflows, helping businesses become more competitive in the market.

A small robot appears to be working efficiently in a digital environment, symbolizing AI's role in managing and processing information.

Key Benefits of Integrating AI with Make

  • Enhance Efficiency in Task Automation: AI can take over repetitive and time-consuming tasks, freeing up human resources to focus on more strategic activities.

  • Improved Decision-Making with AI-Driven Insights: AI can quickly and accurately process large volumes of data, offering insights that support better decision-making.

  • Increased Innovation and Adaptability: By automating tasks and providing real-time data, AI allows businesses to innovate and adapt to changes in the market more swiftly.


Setting Up AI Connections in Make

Integrating AI with Make is a straightforward process, with a wide range of AI tools available, such as OpenAI, Google Gemini, Anthropic Claude, and more. Here, we’ll take an example of setting up a connection with OpenAI:

  • Login to your Make account and create a new scenario.

  • Select OpenAI from the list of available apps.

  • Pop in your OpenAI API key and Organization ID under 'Create a connection'. Once connected, you can start creating AI-powered scenarios to automate workflows within your business operations.

Interface for setting up an OpenAI API connection with fields for API Key and Organization ID.

Example Scenario: Automating Document Data Extraction

AI can quickly read the document, extract the necessary information, and output it in a structured format, such as JSON. This not only saves significant time but also reduces the likelihood of human error, ensuring accurate and consistent results.


Imagine that you have a document containing various product descriptions for mobile phones. If you had to manually read through this file, analyze each product, and record the model, size, color, and other details, it would be incredibly time-consuming. This is where AI comes in. By utilizing OpenAI on Make, you can automate this entire process. Here’s how:


Step 1: Prepare your product description document. For example, we have a Google sheet with various products with description:

Interface showing Google Sheets integration with the output displaying a detailed product description.

Step 2: Set up the Appropriate Module. Choosing the OpenAI 'Create a Completion' app. Draft a prompt that instructs the AI on exactly what you want it to do.

OpenAI interface setup for summarizing mobile phone product information into a JSON format.

Note: Export the response as a JSON object. This format is particularly useful because, in the next step, you can easily map this data to other fields or systems.

Options to set the response format to "JSON Object" and to choose whether to parse the JSON response, with "Yes" selected for parsing.

Sample output:

Output from OpenAI showing a JSON summary of the product, including details like Name, Display, Storage, Camera, and Summary.

Step 3: Map the data to your target file.

Integration of OpenAI and Google Sheets, showing how product details like Name, Display, Storage, Camera, and Summary are mapped from the OpenAI output to corresponding columns in Google Sheets.

This approach saves considerable time while ensuring that the extracted data is consistent, accurate, and ready for further processing or distribution. Automating this process reduces the potential for human error and frees up valuable resources for other important tasks.


Best Practices for Drafting AI Prompts

Writing effective prompts is key to getting the most out of AI. Just like how clear and detailed instructions from your boss make tasks easier to complete, well-crafted prompts help AI give you more accurate and useful answers. Here are some tips to keep in mind:


  • Be Clear and Specific: Clearly define what you want the AI to do.

  • Use Structured Formats: Break down your prompts into bullet points or lists.

  • Provide Relevant Context: Give the AI some background information to work with.

  • Test and Refine: Modify your prompts based on the AI’s responses.

  • Set Clear Goals: Explain the purpose and what you want to achieve with your prompt.

  • Keep it Simple: Make sure your prompts are concise and to the point.


Conclusion

The future of AI in business workflows is promising, with several emerging trends set to further transform how we work. By integrating AI with tools like Make, businesses can greatly improve their workflows, boosting productivity and fostering innovation. The potential is vast. As AI advances, so too will the opportunities for businesses to use this technology for growth and success.


Leveraging our expertise as a Make Gold Partner, Ava Tech can help you achieve seamless automation. Contact us to discover how we can transform your workflows and enhance efficiency with Make!

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