How to Create a Chatbot for Proposal Generation Using My Documents

How To
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Hello, I hope you are doing well. I am working on a project where I want to create proposals using OpenAI, Airtable, and make.com. I have some document templates that are used to create proposals. In Airtable, I have columns named Prompt 1, Prompt 2, etc., which are used to write specific sections like introduction, summary, etc.

I want to create a chatbot in make.com that uses the document templates and adds new sections based on prompts from Airtable. If the response generated by a prompt isn’t satisfactory, I want to be able to instruct the chatbot to modify the response.

I have seen that Zapier offers a similar chatbot: Create Custom AI Chatbots with Interfaces. How can I solve this problem using make.com?

I have make a Scenario in which currently i am making document based on 7 prompts from AIrtable. But it is not the good apporach

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“Zapier Chatbots” is a standalone product by itself. You could probably already use it, then send its data to Make.

Make does not have a “Make Chatbots” product yet.

I’m sure others would agree that this is a nice feature to have.

You can submit this suggestion to the Idea exchange, under App Ideas

Don’t forget to search for it first, just in case someone already suggested it, so that you don’t end up creating a duplicate.
Screenshot_2024-01-17_130153

Hope this helps! Let me know if there are any further questions or issues.

— @samliew

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@samliew Thanks for the response. Then how can I create a bot in openAI and use it to create my proposals in make.com?

I have the prompts in Airtable so I want to utilize that prompt and Create proposals using Document templates?

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@samliew If we can not build a chatbot then any other method to solve this problem?

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Your question is too broad to be able to answer in a post like this, especially since there is no right answer and it all depends on your requirements and use-case.

If you don’t want to use Zapier’s Bots, then perhaps you can search for other similar products like Botpress or one listed here: https://www.make.com/en/integrations/category/chat-chatbots

May I suggest to hire a professional by posting a request in the Hire a Pro category?

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@samliew as i have shared my requirements above
it not too broad it just a small problem.

To create a simple proposal based on prompts from Airtable and modify responses of any prompt if they aren’t well written,

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@samliew I’ve successfully created the proposal using prompts from Airtable. However, I’m facing two issues:

  1. I have a total of 10 prompts for writing sections, but sometimes only 5 or 7 prompts are used. How can I address this inconsistency?
  2. How can I modify the output of any prompt if it’s incorrect and then recreate the proposal with the updated output?
  3. I have Some Document template , Can i create new assistant based on that document template to get idea for AI?

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