Sales

Agency Client Onboarding Assistant

Receive concise company summaries via Typeform and effortlessly generate tasks in Asana with all the essential details.

Plug & play setup, no coding required
Operates automatically with ChatGPT
Completely customizable and adaptable
Setup

Bot setup guide

This bot runs on Make.com, a free no-code platform that facilitates the integration of multiple apps into one central location.

It comes with a duplicatable bot template and a comprehensive step-by-step setup guide to help you get the bot up and running smoothly.

Create an account by clicking here.

You can access the Bot by clicking here and follow the instructions provided in the tutorial below.

Automate the bots effortlessly with our user-friendly platform and unlock the power of AI-driven efficiency in just a few simple steps!

To maximize the performance and engagement of this bot, it is crucial to tailor the ChatGPT prompts to your unique business context.

Don't miss out on the incredible opportunities that await - launch your bot now and experience the game-changing benefits of AI firsthand!

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FAQ

Frequently faced issues

This section provides solutions to the most common issues encountered by users. If you encounter any other problems, please reach out to our Support.

What Does Error Code 429 Mean?

This error indicates you've hit the limit of your OpenAI account. It typically occurs when the default limits set during account creation are exceeded.

Why Does This Happen?

The error arises because every OpenAI account starts with default usage limits, which might be lower than your actual needs.

How to Resolve It?

The primary solution is to increase your account limit. Here's how you can do it:

  1. Visit OpenAI Help Center: Go to OpenAI's official guidelines for detailed instructions.
  2. Review Your Account: Check your current usage and limits in your account settings.
  3. Request an Increase: If your usage exceeds the default limits, request a limit increase through your account settings. This is often a straightforward process.

Additional Tips:

  • Consider evaluating your usage patterns to ensure you're optimizing the use of your account.
  • If you're on a free or basic plan, think about upgrading to a higher tier for more flexibility.

Next Steps:

Follow the steps outlined in the OpenAI help center to adjust your account limits according to your needs.


In order to resolve it, please try entering /v15/ instead of /v12/ in the Google Ads module URL.

This error means that the bot you are trying to run is using an outdated version of the API, which is no longer supported by Google.

To resolve this issue, you'll need to update the bot to use the latest version of the Google Ads API. The current version is v15, and you can find the updated documentation and resources on the Google Ads API website.


Benefits

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Connectivity

Integrate with your daily tools

An AI bot equipped with automation features to streamline your workflow: gather responses from Typeform, generate succinct summaries utilizing advanced language models, and seamlessly create tasks on Asana for effective project management. With this integration, your AI bot transforms into a robust tool for efficiently managing data, communication, and task assignments.

Functionality

Make it personal, make it yours

Automate your process by collecting responses from Typeform, generating concise summaries, and effortlessly creating tasks on Asana. Gather Responses from Typeform → Generate Summaries → Create Tasks on Asana

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