Instructor: This automation is hands down my favorite.
It's a game-changer for businesses,
creators, and consultants,
offering so much flexibility,
you're going to love it.
Today we're diving into how to create templated documents
using AI to generate content.
Whether you decide to pull content directly
from a Google spreadsheet or have AI generate it for you,
you'll walk away from this video
with tons of new opportunities.
So, let's jump right in.
First, let's talk about data input for our automation.
You can use a Google form or a spreadsheet,
but a spreadsheet usually works best
because it gives you more flexibility.
To kick things off,
we'll look for a Google Sheets module
and select Search Rows.
Connect to your Google account
and link up to a spreadsheet
where you'll monitor the rows
and content within those cells.
This spreadsheet can include notes for the AI
to generate content or content you want copied
and pasted into the template document.
Add as many fields as you need.
On our first sheet,
we'll set up fields for our templated document.
Company name, client name, campaign budget,
services hired, campaign objectives, campaign strategy,
campaign timeline, assigned account manager, and generated.
On a second spreadsheet,
add two columns for each AI module in your automation.
One for the system prompt and one for the user prompt.
We're using three AI modules,
so that's six columns in total.
Before hitting OK, on the Google spreadsheet module,
add a filter with the header Generated,
set the text operator to Equal to, and input No.
Now, here's how we handle prompts For our AI modules.
We'll map a Google Sheet cell to contain the prompt,
making it easier to test and refine.
Although you can add prompts directly to the AI module,
keeping them organized in a spreadsheet is a good practice.
If you don't want to add the prompts and data right now,
no worries, just make sure to revisit this step
once your scenario is complete.
Next, we need a second Google spreadsheets module
to select Search Rows and direct it to the same spreadsheet.
This time targeting the Prompt sheet.
Hit OK to save.
Let's execute the two modules we have so far
to ensure the data is ready for the upcoming modules.
Now, onto the first AI module.
We'll create the campaign objective,
provide some high-level notes and prompts for the AI
to generate this section.
Search for OpenAI Create a Completion.
Connect to your OpenAI API account.
Select your preferred model,
and add messages for the system and user roles.
For the user prompt,
include notes from the first spreadsheet
to help the AI generate tailored content.
Set max tokens to 0 and remember to hit OK.
For the Campaign Strategy section,
we'll use notes from the spreadsheet
and AI-generated content from the previous module.
Right-click the first OpenAI module,
clone it for a quicker setup,
and adjust the system and user prompts.
Make sure to include the campaign strategy notes
and campaign objective content.
Hit OK again.
The third AI module will handle the campaign timeline
using spreadsheet notes
and the campaign strategy we just set up.
Update the system and user prompts accordingly,
adding the notes and campaign strategy.
Hit OK once more.
Finally, we need to piece the template together.
First, create a Google Doc template in Google Drive
with fields and values mapped using double curly brackets.
For example, company name, client name,
campaign budget, services hired, campaign objectives,
campaign strategy, campaign timeline,
assigned account manager.
Also, create a folder for the output file
of this automation.
Back in our make scenario, add the Google Docs module
and select Create a Document from a Template.
Connect to Google Drive, select the template file,
and map the values from your previous modules.
Choose an output location
for the templated document and hit OK.
Let's run the scenario and see how it turns out.
For a first attempt, it's working great.
Remember, you can always go back to your master spreadsheet
and refine your prompts.
Try adjusting the formatting through the prompts
or by changing the template setup.
You can have headings in place, bold map sections, and more.
Hopefully, this gives you a new perspective
on what's possible to automate with make.com
in just a few minutes of setup.