Notion with OpenAI - blueprint

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This automation simplifies the creation of customized client proposals by integrating Notion with OpenAI’s GPT. It watches Notion for new client data and automatically generates a proposal tailored to each client’s specific needs. The proposal includes an overview of services, process analysis, expected efficiency improvements, and cost savings. Each proposal is formatted in Notion for clear presentation and includes access to an “Automation Hub” where clients can track progress and savings in real-time. This solution streamlines client onboarding and delivers a transparent, high-value proposal, helping businesses showcase their automation services effectively. This is perfect for agencies

The integration outlined in the file connects Notion with OpenAI services (ChatGPT, Whisper, and DALL-E) through Make.com. Here’s a summary of its functionality:

  1. Data Watching and Processing:

• The Notion module monitors specific databases or pages, retrieving data from Notion, allowing up to 15 entries at a time.

  1. Proposal Generation:

• Using ChatGPT, it generates a proposal based on structured prompts. This proposal includes an overview of services, performance metrics, project scope, and benefits tailored to the client, formatted for Notion with a British English tone and no formatting symbols like hashtags or stars for clarity.

  1. Notion Page Creation:

• After generating the proposal, it automatically creates a new page in Notion. This page includes sections like project scope, process analysis, and cost-saving details. The content is organized with headings, paragraphs, and bullet points for readability.

  1. Automation Database:

• It sets up an “Automation Hub” database in Notion to log details about each process, such as:

• Process name

• Overview

• Hours spent before and after optimization

• Cost analysis before and after optimisation.

This setup helps streamline client communication by generating proposals, tracking process improvements, and providing cost-saving analysis, all accessible in Notion .

blueprint-2.json (157.5 KB)

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