Title: Options for Integrating A.I. into your Operations Workflow (Part One of Two, "AI Project Overview")
Date: September 1, 2024
Written by Mya Schaefer, Senior Consultant, Berkshire Solutions LLC
Part Two: AI Integration Project Steps & Milestones (Part Two)
What would you think if you could integrate A.I. into your workflows? Would you say, "That’s exactly the road we need to travel!"?
If so, before you continue reading about the steps to start and integration options, visit us on Linkedin and send us off a message, requesting a time to meet!
Where to Start with an AI Integration Project?
Below I review some of the technical options for integrating ChatGPT and other AI's into your workflow. But before you run off and start coding away, let's step back and consider what's involved in a successful AI integration project.
From an overview level, you must identify what, where, and why you're going to integrate AI. From a project management perspective that means you need to start with Defining the AI Strategy and Use Cases. (Note:If you'd like to jump ahead and see a complete outline & detail on AI project steps & milestones, checkout Part II: AI Project Steps & Milestones Outline.)
This is something nearly any manager today might sit down and sketch out. However, trying to create the route while you're down in the forest, frequently leads to limited results. Bringing in Process & AI experts to help with this step, will most certainly yield better results. You need someone with an unbiased view to help you sort thru and audit your Workflow & Processes. An outside consultant will work with your team members, collecting and analyzing their day to day operational activities and flow, documenting & outlining the steps in a process flow chart. This helps you achieve a clear vision, as well as, provides testing options, empowering you with a comprehensive understanding of what's reasonably possible to accomplish, given your timeline, investment, and scope.
Next, identify the processes and workflows that result in 80% of your team's work. Think thru, identify the pain-points. Look for bottlenecks. These chock-points are where AI might help the most?
The other avenue to consider for AI integration is the narrow side of the 80/20 rule. Consider integrating AI to assist with the 80% of the processes that result in 20% of the team's volume? These "additive tasks" frequently create friction within work environments. If AI could assist with these tasks, it will help keep your team free to focus on their core mission.
So there’s a lot to consider when starting an AI project, but the path ahead is clear. AI is here, and it’s going to reshape every aspect of our lives. That’s the nature of disruptive technologies. The key isn’t to wait for the wave to arrive but to lead from the front—this is what’s known as “First Mover Advantage.”
With first mover advantage, you unlock cost savings, new revenue streams, and opportunities that diminish if you wait. Consider the person who invented the first automatic bread slicer—probably a baker by trade—but soon found that selling the invention was more profitable than baking bread every day at 4:30 AM. Opportunities like these come once in a blue moon. In today’s fast-moving, tech-fueled world, they've appeared more often than previous generations could dream of. Don’t hesitate. Seize these unique possibilities before they slip away.
Integration Options
There are several ways you might consider integrating AI, depending on the work you do together with power-house AI Utilities. Integration is readily achievable with AI, like ChatGPT. We integrate AI support into your workflow by leveraging tools like APIs, webhooks, or scripts.
Option 1. Direct Integration via APIs:
- While ChatGPT doesn’t have a direct API, you can work with:
- OpenAI [[API]]: You can use the OpenAI API to interact with an AI model programmatically. This would allow developers to integrate AI into other tools and systems like Slack, Obsidian, or your custom apps.
- Create automation scripts or workflows that use the OpenAI API to handle requests.
Option 2. Custom Integration for [[Workflow]] [[Automation]]:
- You could create scripts or apps that interact with AI using OpenAI’s API. For example:
- Automating responses for business processes.
- Generating documents, emails, or support tickets.
- Collecting and analyzing data from conversations for decision-making.
Example Use Case: - Generate Reports: It's possible to write a script that asks AI to summarize meeting notes or reports at regular intervals and save them to your file system or send them as emails.
Option 3. Combining with Tools Like Zapier:
- Zapier or Make (formerly Integromat) are tools that allow integration between apps. While they don’t directly support OpenAI yet, you could use them in conjunction with the OpenAI API to create automation workflows.
- For example: Automatically push outputs from AI (via OpenAI API) into tools like Google Docs, Slack, Drupal, or Notion.
Option 4. Building an API Together:
- If you’re keen on creating your own API, you can:
- Build a custom API that fetches inputs from other apps, sends them to AI (via OpenAI API), and then posts responses wherever needed.
- For example, integrating with your Drupal CMS to automate content generation or formatting tasks.
Option 5. Direct Integration Ideas:
- Automation Scripts: Automate the process of feeding AI information (e.g., from Obsidian) and fetching responses.
- Interactive Shell Script: Use tools like cURL to make API calls directly from the command line to interact with AI, similar to how you’d interact with a typical API.
Next Steps (Building the API):
- OpenAI API Setup: You’ll need an API key from OpenAI (if you don’t already have one) to start using the OpenAI API.
- API Development: It's possible to write custom scripts (in Python, Bash, etc.) to pull data from your tools, query the OpenAI API, and process the responses.
Let us know if you’d like to explore integrating AI into your work space.
It would be a fun and powerful way to help you stay one-step ahead of the competition. 😊