XRay Automation ：Give your customers automated quotes with OpenAI assistants + Zapier

Learn more about OpenAI in this video’s XRay Workflow resources board:
https://www.xrayworkflow.com/resources/automated-ai-quotes/r/recvP3Vs81PuJkVJ6

With an OpenAI assistant, a form, and a simple Zapier automation, you can let AI accurately answer questions for your leads and clients. We’ll show you how it all works in this video.
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00:00 – Intro
01:06 – Create a reference doc
02:13 – Create an OpenAI Assistant
02:48 – Configure your AI assistant
04:46 – Test your assistant
05:44 – Make a form to gather questions
07:40 – Build a Zap to send questions to your AI assistant
10:45 – Update your database
11:37 – Video wrap-up
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To learn more about how you can use automation and other techniques to improve your company’s workflows, visit our website:
https://xray.tech

Read our blog posts for tutorials and deep dives into automation: https://xray.tech/blog

Need help with a Zapier automation? XRay is a certified Zapier expert: https://zapier.com/experts/xray-tech/

Reach out to XRay for an Airtable project: https://ecosystem.airtable.com/consultants/xray-tech