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04 Automation using AI

The document outlines guidelines for a focused session, emphasizing the importance of eliminating distractions and preparing essentials. It discusses various types of automation in business management, including Robotic Process Automation and Software Task Automation, and explains how to control software applications through UI and API methods. Additionally, it provides an overview of the Gmail API and its functionalities, along with considerations for choosing automation tools.

Uploaded by

Sachin H D
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
0% found this document useful (0 votes)
14 views32 pages

04 Automation using AI

The document outlines guidelines for a focused session, emphasizing the importance of eliminating distractions and preparing essentials. It discusses various types of automation in business management, including Robotic Process Automation and Software Task Automation, and explains how to control software applications through UI and API methods. Additionally, it provides an overview of the Gmail API and its functionalities, along with considerations for choosing automation tools.

Uploaded by

Sachin H D
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 32

!!

Disclaimer:
!t1

1. Set your phones on silent - I need your undivided attention.

2. Eliminate all distractions - This session requires your full focus.

3. Grab your essentials - A pen, paper, and water bottle.

4. While it's impossible to cover every single hack, I'll do my best to give
you the most value.

5. Be rady to absorb, learn, and apply these insights to stay ahead in


this fast-moving space.

6. And Finally, give me your undivided attention for next 3 hours to


make the most
Every day, we all pe{form many regular & adhoc tasks

► Marketing Management
Ideation > Create Content > Publish Contents > Leads Generation > Reporting &
Analysis

Working ► FinanceManagement
Invoice Creation > Accounting> Payments > Stocks Update
Professional
► Sales Management
or CRM Management> Leads Allocation> Leads Nurturing> Payment Confirmation>
Product Delivery > Client Communication
A BusinessOwner
► OperationsManagement
Operations Tracking> Project Management> Product Development> Followups and
Reminders

► BusinessManagement
Communication > Decision Making
Types of Automation

• RoboticProcessAutomation like Assembly Lines(limited use


cases)
o Vehicle Assembly, manufacturing plants, packaging plants

• Computer PhysicalTask Automation (very limited use cases)


o Manual Data Entry, Data scrappi~g, Form Filling etc.

• Software Task Automation (wide use)


o Almost all businesses and departments run on softwares
Two ways to control software apps

UI API
User Interface Application Programming
Interface
The API Method
(Application Programming Interface)

End User wrrh Server eocl<-end


Browser System

Re-quest


Response
G ~?o_gle Home Gmail All products " Resources ..,.. ~ Search I @ English ..,..

3mail
)verview Guides Reference Samples Support

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Home > Google Workspace > Gmail > Guides Was this helpful? ~ Ql
let started
;mail API overview Gmail API Overview Send feedback
let staned with Google 0
Vorkspace ~
:onf1gureOAuth consent 0 The Gmail API is a RESTfulAPI that can be used to access Gmail mailboxes and send mail. For most web applications the Gmail API is the
best choice for authorized access to a user's Gmail data and is suitable for various applications, such as:
lmail API
1uthentication& authorl:zation
• Read~onlymail extraction, indexing, and backup
luickstarts • Automated or programmatic message sending
:reate & send mail
i1anagemailboxes
• Email account migration
i1anagesettings • Email organization including filtering and sorting of messages
lest practices
·roubleshoot
• Standardization of email signatures across an organization
,1igratefrom a previous API

MAPfor Gmall
* Note:The Gmail API shouldn't be used to replace IMAP for developing a full-fledged email client. Instead, see IMAP, POP.and SMTP.

>verview
Following is a list of common terms used in the Gmail API:
l0AUTH2 Mechanism
.ibrariesand Samples Message
MAP Extensions
An email message containing the sender,recipients, subject, and body. After a message has been created, a message cannot be
< changed. A message is represented by a message resource.
ere can we oran so tware?
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Overview Guides Reference Samples Support

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Home > Google Workspace > Gmail > Guides Was this helpful? c6 Ql
Get started
Gmail API overview
Get started wlth Google SendingEmail Send feedback

Workspace
ConfigureOAuth consent 0
There are two ways to send email using the Gmail API:

Gmail API • You can send it directly using the messages. send method.
Authentication & authorization
Quickstarts
• You~an send it from a draft, using the drafts. send method.

Create& send mail


Emails are sent as base64url encoded strings within the raw property of a message resource. The high-level workflow to send an email is
Createdrafts
to:
Send email
Upload attachments 1. Create the email content in some convenient way and encode it as a base64url string.
Manage mailboxes
2. Create a new message resource and set its raw property to the base64url string you just created.
Manage settings
Best practices 3. Call messages. send, or, if sending a draft, drafts. send to send the message.
Troubleshoot
Migrate from a previous API The details of this workflow can vary depending on your choice of client library and programming language.

IMAP for Gmail


Overview Creating messages
XOAUTH2Mechanism
scan owit o tware?
• Create a Record (known as POST method) - Any type of new record created in the software

• View/Retrive a Record (known as GET method) - Extract details of any record from the software

• Update a Record (known as PUT/PATCH ~ethod) - Update a record details in the software

• Delete a Record (known as DELETE method) - Delete a record from the software

• Search a Record (known as GET method) - Search records based on specific parameters like Email, Name, Phone etc.

• List Records (known as GET method) - List records from any module like List All Leads, All Messages, All Deals etc.

• Get Notified about events happening in software records (known as WEBHOOK menthod) - You can get notified
eso ans

Free Freemium Paid


No extra price - its part of your Limited Free Use or Limited You have to pay additional for
Software Subscription Account Type API Access and Usage

No. of Actions/ Per Day or Per May have usage limit as well
month
,t

ome xam es
FREE
Instagram - but only for Business Account
Facebook - only for Pages & Business Accounts
Zoho CRM - Included in Subscription

FREEMIUM
Gmail
• Free - Discouraged - Limited usage for Personal Accounts long process to setup connection
• Paid - Full and easy access for G-suite email accounts

PAID
WhatsApp Business Cloud
SMS Services
Power Automate

automate.10
kissflow

hundredsmore...
ow toe oose

e r1 t

• Reliability - your critical business processes will be dependent on this

• Pricing - hiw much it cost as replacement of Human efforts

• Ease of Learn and use - how quickly you and your team can learn it

• Scalability - how flexible and connectable with our softwares stack



o,t e winner our ero orto

Why Make?

• Low Cost - almost 20x less expensive than Zapier

• Visual Automation Builder

• Easy to do Custom API Calls


formerly lntegromat
• Easy data handling

• Advance options/tu nctions

• Reliable - the most important aspect


hat can be hat cannot be
Automated? Automated?

Tasks/Process that are: Tasks/Process that are:

• Software Base~ (APis availability) • Ad-hoc, requires human decision


making
• Repeatitve Process
• Software Based (but no APis
• Predefined Steps, Rules, available)
Conditions, Logics
Here are some checklist points and best practices

• Create List of all Software/ Apps involved in the automation


process

• Check if your software provides APis Access (is that Free or


Paid) - if not find out an alternate that has APis

• Create a Flow Chart with Steps and Logics etc.


Name

& Value must not be empty.

Email

Password

Hosting Region ® Country

EU lia
us

By creating your account, you agree to


the Terms of Service and Privacy Notice.
#Admin GrowwStacks [ ~ Organization settings I· ] + Create a new scenario

ORGANIZATION TEAlvlS USERS SUBSCRIPTION PAYMENTS INSTALLEDAPPS VARIABLES SCENARIOPROPERTIES

II Dashboard

Operations • -9,385/10,000 (94 % used) Data transfer ~115.6 MB/5.0 GB (2% used)
Current plan - Core

Price $10.59

Operations/mo 10,000

Unused operationr, 615


B1rn
'.'IQInterval Monthly

,,..,, Upgrade 8 9. 10 11 12 13 14 15. Ir- 17 111 19 20 21 22. 23 24 25 26 27 28. 1 2 4. 5 6 7 8

Usage reset
Mar 9, 2025, 12:09:11PM Extra operatrons auto-purchasing Learn more
Keep your scenarios running smoothly by automatically purchasing extra operations when you reach your plan's limit. Purchases are made for 10,000 operations at a
I + Buy extra operations
I time, limited to the original amount included in your plan.

II Scenarios that require attention &

1. Twilio to Teams Integration


® 0 ~ 0 _g_Groww Stacks Adm1nProfile O Sep 6. 2024

Assign Project on mall


®O ~ O 9:.Groww Stacks Admin Pro1ile O Dec 16, 2024
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#Admin GrowwStacks [ ~ Organization settings ] • ] -i- Create a ne\v scenario

ORGANIZATION ~EAfl/1S USERS SUBSCRJPTION PAY~IENTS INSTALLEDAPPS VARIABLES SCENARIOPROPERTIES

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Your plan

Free Core Pro Teams


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getting started pros wl,o want to scole qu,ckf)• & manag~ woricflows

$Qtmo $10.59/mo $18.s2 /mo $34.12/mo


Free forever BIiied monthly Bllled monthly Billed monthly

1,000 Operations/mo 10,000 Operationsfmo • 10,000 Operations/mo • 10,000 Operations/mo

·-,--- -Ji'-·--~•'-'•• ... 1••· ...

FREEplan features $64.71 ~ '


Buy plan Buy plan
80,000 Operatl~/mo
+ No-code workflow builder
$116.47 Didn't find what you·re looking Didn't find whal you're looking
+ 1000+ standard apps 150,000 Operat,onsfmo for? for?

+ Unlimited users $214.31 let's connect let's connect


300,000 Operations/mo
+ 2 active scenarios
$338.13 Additionally to CORE Additionally to PRO
+ Smin scenario execution time 500,000 Operations/mo
+ Full-text execution log search + Teams and team Roles
+ 5 MBfile size $486.90
+- Operations usage flexibility + Create & share scenario
+ 15min interval between + 40min scenario execution time templates
scheduled scenario executions + 250 MB file size
+ 100 MB file size + 500 MB file size
+ Real-time execution monitoring + Priority scenario execution
+ lmin interval between scheduled + High priority scenario execution
Search All scenarios + Create a ne1ivscenario

INACTIVESCENARIOSB
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D Uncategorized [ ~ Sort by: A-Z ]

D ###Email Handler , 1. Automation Give Away - Google Form Response


D 3. A-DIY L1nkedln Btueprlnts ® 96 ~ 21.5 KB 3. Groww Stacks Adn1in Prot1le O Aug 14, 2024
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D #66. Customer Revie ... o 1. Master Social Media Automation - Content & Posting
D #Growwstacks Blog ... , • D ff#MasterClass ® 921 ~ 15.0 MB ~ Groww Stacks Admln Profile O Nov 24 2024
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D #GS Master Class ,


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D #HR Automations 2 ~ Ill D tt#MasterClass ®O ~ 0 .!1Groww Stacks Aclmin Profile O Jan 5, 2025
D 1. A-DIY Blueprints 7

D 2. A-DIY YouTube to ... o Calendly meeting message on teams (Active)


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D 3. A-DIY Linkedin Blu ... s
D 4. A-DIY WhatsApp .. . 2 Generate Linkedln draft posts from TikTok videos with ChatGPT
D Accounting Automati ... , D #GS Master Class $ 0 ~ 0 ls Groww Stacks Admin Profile O Sep 14, 2024
D Alina Sim 0
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D Up Message Airtable ® 1875 ~ 10 6 MB ,8,Groww Stacks Admin Profile O Sep 3, 2024
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D Up Message Atrtable $ 6039 ~ 40.9 MBO Aug 2, 2024

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- Growwstacks :: Default project :: Playground Dashboard Docs API reference

SETTINGS API keys


Your profile

As an owner of this organization, you can view and manage all APl'.).k~e=.._in,_t:.:.h::.:is_or~~anr.;:i~za~t=-io:;.;n.:.=.·----------------
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APlkays
You Service account
Admtnkeys NAME 0 PROJECT ACCESS CREATED BY PERMISSIONS
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Health Bot Default project Admln GrowwStacks All
key will be disabled.
Projects
HealthTalk Name Optional Default project Admin GrowwStacks All
B,lling
GS Class Demo Key
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Usage Utkarsh Pandey Default project Admin Growwstacks All re @
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API keys
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Members
GArvit Goyal sk- .•. XEIA Feb27,2025 MarS,2025 Default project Admin GrowwStacks All
<I> Cookbook

,,_,. Forum Shivanl Tiwari sk- .•. 3KOA Feb27,2025 Feb28,2025 Default project Admin GrowwStacks All
16 February 2025 ot 10:39 AM

1. Content Generation Prompt


You are a professional social media content creator who specializes in creating platform-optimized posts for Facebook, lnstagram, and Unkedln.

I ,~I provide you with an idea or topic, and you should create unique, platform-specific content that aligns with each platform's best practices and user expectations.

Platform-specific requirements:

Facebook: Conversational and engaging, encouraging discussion and shares.


Include 1-2 relevant emojis. Maximum 150 words.

lnstagram: Casual, vibrant, and visually descriptive. Heavy but appropriate emoji usage. Include 3-5 relevant hashtags. Maximum 100 words.

linkedln: Professional tone, business-focused, includes industry insights or professional value. Minimal emoji usage (0-1). Maximum 200 words.

Please format your response as a JSON object with the following structure:

{
"Facebook - Post- Content": "" I
"lnstagram_PosLContent": "",
- -
"Linkedln Post Content": ""
}

Guidelines: Each platform's content should be unique, not just reformatted versions of the same text

Maintain the brand's voice while adapting to each platform's style

Include appropriate call-to-actions for each platform

Ensure all content is engaging and shareable

Keep text lengths within platform-optimal limits

Format the output strictly as valid JSON

--------------------
-------------------
Here is the content idea text:

[map the content here from Google Sheet]

--- ---- . ~--------


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xt

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o1,
Ensure all content is engaging and shareable

Keep text lengths within platform-optimal limits

Format the output strictly as valid JSON

--------------------
--------------------
Here is the content idea text:

[map the content here from Google Sheet]


I Show advanced settings
I ...
8 Integration Google Sheets
You are a professional social media content creator who specializes in creating platform-optimized
Search items
posts for Facebook, lnstagram, and Linked In.
• Collapseall
I will provide you with an idea or topic, and you should create unique, platform-specific content th
•EJGoogle Sheets ~ - search Rows at aligns with each platform's best practices and user expectations.
Total number of bundles 3
Bundle order position 1
1 Platform-specific requirements:
Rownumber 2
Spreadsheet
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ID
Sheet Social Aut-0mat1onMaster Include 1-2 relevant emojis. Maximum 150 words.
Idea
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(A)
lnstagram: Casual, vibrant, and visually descriptive. Heavy but appropriate emoji usage. Include 3-
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nimal emoji usage (0-1). Maximum 200 words.
Control Column (F) Generate Content
,.. s t1]
m Please format your response as a JSON object with the following structure:
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lml # I Max Completion Tokens
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Run once Every 15 minutes
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ml
~- ---- =-- - ------
- Use colors that complement the message and mood

- Ensure all text is clear and readable

- Maintain consistent branding elements rf specrfied

- Include adequate negative space for visual balance

Technical Specifications:

- Dimension: 1080 x 1080 pixels (perfect square)

- Format: High-resolution digital image

- Style: {Specify desired style: Minimalist}

- Color Scheme: {Specify colors if needed}

Additional Elements:

- Add subtle visual elements that enhance the message

- Include aJ~ropriate iconography if relevant- Ensure the composition works well for social media viewing

Important Notes:

- Make sure all text is centered unless otherwise specified

- Keep the design clean and uncluttered

- Ensure high contrast between text and background

- Consider social media platform requirements

Main idea to generate Image:


r, Connection• C Refresh

9th March Manish Demo Class • Add

For more informationon how to create a connect,onto OpenAI (ChatGPT,Whisper. DAU-El, see cheonlineHelp

rl Model
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Dall-E 3
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Genera~ea square image (1080 x1080 pixels) for social media with the following specifications:

OpenAI(ChatGPT,Whisper,C Style Requirements:


Generate an Image
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Technical Specifications:
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Text descnptlon of the image to generate,

Must be at most 4000 characters long.

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Make a Basic Auth request


Sends an HTTP(Sl request to a specified URL that
requires Bas1cAuth authorizatJon and processes the
•••••
response.

Make a Client Certificate Auth request


Facebook Pages 6
- lnstag sends an HTTPS request to a specified URLthat requires
Linkedln a
Client Certlflcate l\uth authori2at1onand processes the
Create a Post response. Create a User Image Post

~, Make an API Key Auth request


~~ Sends an HTTPS request to a specified URLthat requires

0. ~earcl1 modules

® 1111 ■ Bllm + <


D

,nee Every 15 minutes ;p. ••• gg
INPUT

1 0 Bundle 1:
Size: 1024x1024
Model: dall-e-3
Style; vivid

, ••• C J,
0 Prompt
Quality: standard
ResponseFormat:ut1
1
OUTPUT

0 Bundle 1:
0 ·, 1 • [ ~AAI( ., I I i r DALL-E Created: March9. 2025 I :08 PM
Create a Completion (Prompt) IGPT and o1, o3 Models) Generate an Image 0 Data;
0 Commit
1 1
0 Finaliza*ion
~ .. 1

f I ;, 1 Router <
Search Rows
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J,
Ill ) •C
I-

1s la lnstagra,1'o ~ • II ' ooklogin) 7 II


Get a lite
L
!? L. OG ... ' > 10]
Create a Post Create a photo post Create a User Image Post Update a Row

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