How to read documents sent by customers using AI

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Overview

In this documentation, you will learn how to read files sent by customers using AI. This feature allows businesses to gain insights from files sent by customers.

Key Details

  • Connect OpenAI in the Integration section (Settings >> Integration >> OpenAI ChatGPT)
  • In your flow, collect the file from your user and read the file using OpenAI action (Extract data from text/image/files).

How to setup

  1. Connect OpenAI integration if you have not connected it yet. Please read this documentation
  2. Create a flow where you will collect file from your user (using Get User Data)

Read the document using OpenAI action.

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