Workflow Overview
This workflow automates the creation and management of a custom OpenAI Assistant for a travel agency ("Travel with us"), leveraging Google Drive for document storage.
How It Works
1. Create the OpenAI Assistant
- Node:
OpenAI
- Action: Creates a custom assistant named "Travel with us" Assistant using the
gpt-4o-mini
model.
- Instructions:
- Respond only using the provided document (e.g., agency-specific info).
- Stay friendly, brief, and focused on travel-related queries.
- Ignore irrelevant questions politely.
- Credentials: Requires OpenAI API key.
2. Upload Agency Document
- Google Drive Node:
- Action: Downloads a Google Doc as a PDF.
- OpenAI2 Node:
- Action: Uploads the PDF to OpenAI with
purpose: "assistants"
.
- Output: Generates a
file_id
.
3. Update the Assistant with the Document
- OpenAI Node:
- Action: Updates the assistant to include the uploaded file.
4. Chat Interaction
- Chat Trigger:
- Activates when a message is received ("When chat message received").
- OpenAI Assistant Node:
- Action: Uses the updated assistant to respond to user queries.
- Memory:
Window Buffer Memory
retains chat context for coherent conversations.
Set Up Steps
-
Prepare the Document:
- Store your travel agency guide in Google Drive (e.g., as a Google Doc).
- Update the Google Drive node with your document’s ID.
-
Configure Credentials:
- Google Drive: Connect via OAuth2 (
googleDriveOAuth2Api
).
- OpenAI: Add your API key to all OpenAI nodes.
-
Customize the Assistant:
- Modify the
instructions
in the OpenAI
node to reflect your agency’s needs.
- Ensure the document includes FAQs, policies, and travel info.
-
Test the Workflow:
- Trigger manually ("Test workflow") to create the assistant and upload the file.
- Send a chat message (e.g., "What are your travel packages?") to test responses.
Dependencies
- Google Drive Account: To store and retrieve the agency document.
- OpenAI API Access: For assistant creation and file uploads.