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We ask eight RevOps professionals about their workflows to learn how they've integrated AI and automation tools to boost growth and optimize revenue operations. 

How 8 RevOps professionals use AI and automation | Zapier

We interviewed eight RevOps professionals to learn how they've integrated AI and automation tools to boost growth and optimize revenue operations. 

Considering implementing AI to automate your revenue operations? Here are some expert tips to get you started.

8 ways RevOps professionals are using AI and automation

Struggling to analyze image content from your files? This Zap automatically uploads new files added to Google Drive to ChatGPT and uses its Vision feature to analyze the image content. Save time and gain insights by automating your image analysis process, all without lifting a finger.

Google Drive is Google's file sync app that lets you store all of your files online alongside your Google Docs documents, and keep them synced with all of your devices.

Google Drive

Triggers when any new file is added (inside of any folder).

New File

Triggers when a new file is added directly to a specific folder (but not its subfolders).

New File in Folder

Triggers when a new file is created within, moved to, or uploaded directly to a specific folder (but not its subfolders).

Triggers when a new folder is added directly to a specific folder (but not its subfolders).

New Folder

Triggers when a file is updated in a specific folder (but not its subfolders).

Updated File

Retrieve File or Folder by ID

Find a File

Search for multiple files by name or within a specific folder.

Find Multiple Files

Find a Folder

Find or Create File

Find or Create Folder

Copy File

Copies an existing file from another service to Google Drive.

Upload File

Create Folder

Move File

Upload file(s) to Drive, and optionally replace an existing file.

Upload Multiple Files

Create File From Text

Upload a file to Drive, that replaces an existing file. 

Replace File

Adds a sharing scope to the sharing preference of a file. Does not remove existing sharing settings. Provides a sharing URL.

Add File Sharing Preference

Create Shortcut

Update File/Folder Name

Custom Actions (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

API Request (Beta)

ChatGPT is an AI tool built by OpenAI that enables conversational automation.

ChatGPT (OpenAI)

Find Assistant

Find File

This best matches a query string (like "big animal") to a list of document strings (like "mouse", "cat", "buffalo", and "blue whale").

Search Embeddings

Find or Create Assistant

Upload an image and send a message or question about it.

Analyze Image Content With Vision

Generate an analysis of the overall sentiment of a block of text.

Analyze Text Sentiment

Sends a Chat to OpenAI and generate a Completion, optionally storing messages as we do.

Conversation

Classifies if text is potentially harmful.

Check Moderations

Classify your text into one of your provided categories.

Classify Text

Create Assistant

Sends a message to ChatGPT and generates a response, optionally storing the message history for a continuous conversation.

Conversation With Assistant

Creates a new transcription, using Whisper, from an audio or video file.

Create Transcription

Create Vector Store

Sends unstructured text and returns structured data using OpenAI's "Function Calling" capability.

Extract Structured Data

Generate An Image With DALL-E

Sends a prompt to OpenAI and generates a completion. _Note:_ this uses the legacy OpenAI Completions API. We recommend using `Conversation` or `Conversation With Assistant` actions instead, which are powered by the latest OpenAI APIs.

Send Prompt

Enter a block of text and generate a summary.

Summarize Text

Convert Text to Speech

Create Translation

Uploads a file so it can be used with assistants or fine-tuning.

Writes the content of an email based on your provided prompt for use in a subsequent step.

Write an Email

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.

Gmail

Triggers when you receive a new attachment.

New Attachment

New Label

Triggers when you receive a new email and label it within two days.

New Labeled Email

Triggers when a new email appears in the specified mailbox.

New Email

Triggers when you receive a new email that matches a search string you provide.

New Email Matching Search

Triggers when you receive a new email and star it within two days.

New Starred Email

New Thread

Find Email

Find or Send Email

Add Label to Email

Delete Email

Create Draft

Create a draft reply to an existing email.

Create Draft Reply

Create Label

Send Email

Remove Label From Email

Reply to Email

Analyze graphs or visuals with ChatGPT

Receive emails from existing contacts in Microsoft Outlook? Whether leads or existing customers drop you a line in Microsoft Outlook, you can use ChatGPT to extract important information and update those records in Salesforce with it, providing you extra AI-generated context.

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.

Microsoft Outlook

Triggers at a specified time before an event in your calendar starts.

Calendar Event Start

Cancelled Calendar Event

Triggers when a new event is created in your calendar.

New Calendar Event

Triggers when a new contact is added to your account

New Contact

Triggers when a new e-mail is received in your inbox.

Triggers when a new e-mail is received in your inbox that matches a search.

New Flagged Email

Triggers when a new new message in folder is created.

New Message in Folder

Updated Calendar Event

Find Calendar Event

Find a Contact

Find or Create Contact

Add Attendees to Calendar Event

Create an event in the calendar of your choice.

Create Event

Create Contact

Creates a draft of an email that can then be reviewed and sent out.

Create Draft Email

Delete Event

Creates a new reply to email, probably with input from previous steps.

Update Calendar Event

Update Contact

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Salesforce

Triggers when a new Attachment is added to a case.

New Case Attachment

Triggers when a field is updated on the object specified. It will output the old and new field values.

New Field History Tracking Event

Triggers when an attachment, note, or content document is added or updated on any record of the specified Salesforce object.

New or Updated File on Record

New Lead

Triggers when a new outbound message is received in Salesforce.

New Outbound Message

Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

New Record

Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

Updated Field on Record

Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

Updated Record

Finds Child Records for a given Parent ID, and returns the Child records as line-items.

Find Child Records

Finds a record of a specified Salesforce object by up to two fields and values you choose.

Find Record

Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).

Find Record(s)

Finds one or more records of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause (with line item support).

Find Record(s) by Query

Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.

Find Record by Query

Gets all notes and attachments for a record.

Get Record Attachments

Find a record. Optionally create a record if not found.

Find or Create Record

Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause. Optionally create a record if not found.

Find or Create Record by Query

Adds an existing contact to an existing campaign.

Add Contact to Campaign

Adds an existing file to an existing Record.

Add File to Record

Adds an existing lead to an existing campaign.

Add Lead to Campaign

Convert Lead to Contact

Create Attachment

Creates records from line items and sets the parent-child relationship.

Create Child Records (with line item support)

Creates a new enhanced note (also known as ContentNote) with optional record attachment.

Create Enhanced Note

Create File

Create Lead

Creates a new note and links it to a parent record

Create Note

Creates a new record of a specified Salesforce object.

Create Record

Creates a new record of a specified Salesforce object. Dates use the UTC format.

Create Record (UTC)

Deletes an existing record of a specified Salesforce object.

Delete Record

Sends an email using Salesforce Simple Email Actions.

Updates an existing contact in Salesforce.

Update Lead

Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

Update Record

Updates an existing record of a specified Salesforce object. Dates use the UTC format.

Update Record (UTC)

Update Salesforce records with AI-generated data from Microsoft Outlook emails

Your sales team needs to know everything they can about a lead to understand when they're qualified, but doing that by hand can overwhelm your workday. That's where this integration comes in. Set it up and whenever someone sends you an email, ChatGPT will score that lead based on your criteria, then create a lead in Pipedrive with those details. Lead qualification made easy.

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.

8 ways RevOps professionals are using AI and automation

Considering implementing AI to automate your revenue operations? Here are some expert tips to get you started.

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