We are all working out what AI can do inside our workflows. Drafting emails is the common use case, but what else can it do is the question of the moment.
At Campfire we built a connection between ChatGPT and Salesforce Flow that lets you embed ChatGPT into any workflow built with Flow. (Want to build the connection yourself? See how to connect ChatGPT to Salesforce Flow.) At first, we didn't know exactly how we would use it either. We have since built a handful of use cases, and we hope seeing them inspires ideas of your own.
Ask ChatGPT widget
The most obvious first build was a widget for asking ChatGPT any question, right inside Salesforce. It tracks every callout, including the question and the response. It has a prompt library users can choose from, and it gives you control over the temperature and tokens used for each callout.
Contact title normalization
Next, we wanted to see whether automation could help with data normalization. The idea: normalize contact titles into a Job Function and a Management Level.
Titles are all over the place. If you want to build reports, automation, or a marketing strategy around titles, it's close to impossible as-is. So we tested whether ChatGPT could normalize titles automatically. It handled them without trouble.
Identifying trends and analyzing data
Finally, we explored how ChatGPT could synthesize data and give direction on account strategy. At Campfire we have an app for account planning. Each quarter, your team records valuable data and analysis about the health of an account and what needs to happen to grow its revenue.
That's a lot of data, and finding trends in it is hard. So we asked: what if ChatGPT analyzed the account plans?
So what now?
We hope these examples open up ideas for what AI can do for your organization. If you want to bring AI into your workflows, there's no better time than now.
Have a use case in mind, or want to see how this would work in your org? Book a free strategy session.