Automations

What is Automation on Triplo AI?

The Automation feature in Triplo AI allows users to streamline their workflows by automating tasks and integrating with third-party platforms like Zapier, Pabbly and other automation tools and any other that allows API access and/or Webhooks like CRMs, ERPs, Publishing Tools etc.

Available exclusively on desktop, it enables users to gather data and generate content using APIs and Webhooks without needing coding skills, though some familiarity with these technologies is helpful. Users can set up automations by defining functions, parameters, and API URLs, and they can easily edit or activate these automations as needed. Best practices include avoiding generic names for automations and ensuring data accessibility. This feature enhances productivity by facilitating efficient data handling and content delivery.

The Automation feature in Triplo AI allows you to automate tasks and integrate with other platforms to streamline your workflow and save time. It enables you to gather information from third-party services, generate content with AI, and effortlessly share it with other platforms, such as Zapier, Pabbly, CRMs, and other services that allows connections through APIs/Webhooks.

Availability

The Automation feature is currently available exclusively on Desktop versions of Triplo AI and relies on OpenAI services. It is not available when using OpenRouter models.

Functionality

With Automation, you can gather data from a third-party service through an API or deliver content to a third-party service through API/Webhooks. An Automation in Triplo is different from setting up a Zapier integration between two software platforms.

Technical Requirements

While Automation does not require coding skills, users should be comfortable configuring APIs/Webhooks to set up automations. Content is delivered through Automations on Triplo AI in a JSON file format. The system can automatically suggest a JSON structure for your data/content, but you can also manually edit it.

Setting Up and Editing an Automation

To set up or edit an automation, follow these steps:

Access the main screen of Triplo AI and select the "triangle" icon located at the top right of the User Interface. Click the Automation icon to start.

Define a new "Function Name" and "Function Description" for your automation.

Include Function Parameters and specify a Name and Description for each parameter to outline the desired AI processes on the content.
Proceed to the "Next step" once all necessary parameters are in place.

Input the Webhook/API URL and, if necessary, include Headers in JSON format.
Pick the request type (POST/GET/UPDATE/DELETE).
Configure the Payload for communication. Utilize the "Suggest payload" feature if you need assistance with constructing a JSON.
Save your automation by clicking "Save."

To edit an Automation, click on the small blue edit icon next to the Automation's name on this screen. You can then make any necessary changes to it.

Enabling and Using an Automation

To use an Automation, it must be enabled. On your Automations Screen, click on the switch beside each automation you've set or on Triplo AI.

To activate an automation, prompt its name or something similar and the content you want to feed the automation.

For example:

I have an automation that creates Pipedrive Cards for new leads out of these leads websites. I'll name this automation "CreatePipe".

Parameters on it could be:

Name: What's the name of the company described on the provided content?;
Description: Summarize the business this company offers and their main services);
Email: Extract emails from the provided content;
Telefone: Extract telephone numbers from the provided content;
Approach: My company offers an AI Assistant that helps business be more productive by using AI anywhere. Suggest me 5 cold breaker sentences based I could use to open the communication with the company from the provided content.

If I prompt on Triplo AI the following:

"Create Pipe URL"

Note: not the same as the same but similar. AI recognizes similar descriptions to trigger the Automations.

This will trigger the Automation, feed the content of the URL to it, run each parameter as set, and then deliver the results through a Webhook or API.

Best Practices

Automations are set to require user confirmation for collecting or delivering content via APIs/Webhooks by default. This intentional design is based on our recommendation to avoid delivering AI-generated content without prior review. If you are comfortable with direct delivery of results without confirmation, you can disable confirmations for Automations in the Triplo AI settings.
Avoid naming your Automation with generic names, this gets AI confused and may trigger the automation when you don't want it to be triggered (For example: "FBPostCreator" -> name it "smcontgen")
When using external data be sure that the data is accessible. If you're using the scraping function, try "scrape URL" first, if you're making an API call, try it before setting the automation.
Sites like https://webhook.site/ are extremely usefull for you to learn if/how your content is being delivered. Use it.

We have a video explaining/showing Automations. Check it out on :

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