OpenAI
Run text-generation tasks on all your Planhat data
Overview
Prompt OpenAI's GPT-4 to run a wide range of text-generation tasks on all your Planhat data as part of flexible "if-this, then-that" automation flows.
How it works
Activate the OpenAI integration with the "prompt" endpoint and add a "use integration" step to any custom automation from the Operations Module’s Automate tab. For example, when a note is added to a company, push the note to GPT-4 with the prompt Summarise this meeting with the headings “Context”, “Problems” and “Next Steps” and then update the Meeting Summary property.
Configure
Authorized Planhat users can connect their OpenAI instance to Planhat from the Integrate tab. Note that you will need to have the requisite access permissions in OpenAI to initiate the connection.
