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Build an OpenAI assistant with Google Drive integration

Workflow preview

Build an OpenAI assistant with Google Drive integration preview
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Important notice

This workflow is provided as-is. Please review and test before using in production.

Overview

Workflow Overview

This workflow automates the creation and management of a custom OpenAI Assistant for a travel agency ("Travel with us"), leveraging Google Drive for document storage.

How It Works

1. Create the OpenAI Assistant

  • Node: OpenAI
    • Action: Creates a custom assistant named "Travel with us" Assistant using the gpt-4o-mini model.
    • Instructions:
      • Respond only using the provided document (e.g., agency-specific info).
      • Stay friendly, brief, and focused on travel-related queries.
      • Ignore irrelevant questions politely.
    • Credentials: Requires OpenAI API key.

2. Upload Agency Document

  • Google Drive Node:
    • Action: Downloads a Google Doc as a PDF.
  • OpenAI2 Node:
    • Action: Uploads the PDF to OpenAI with purpose: "assistants".
    • Output: Generates a file_id.

3. Update the Assistant with the Document

  • OpenAI Node:
    • Action: Updates the assistant to include the uploaded file.

4. Chat Interaction

  • Chat Trigger:
    • Activates when a message is received ("When chat message received").
  • OpenAI Assistant Node:
    • Action: Uses the updated assistant to respond to user queries.
    • Memory: Window Buffer Memory retains chat context for coherent conversations.

Set Up Steps

  1. Prepare the Document:

    • Store your travel agency guide in Google Drive (e.g., as a Google Doc).
    • Update the Google Drive node with your document’s ID.

  2. Configure Credentials:

    • Google Drive: Connect via OAuth2 (googleDriveOAuth2Api).
    • OpenAI: Add your API key to all OpenAI nodes.

  3. Customize the Assistant:

    • Modify the instructions in the OpenAI node to reflect your agency’s needs.
    • Ensure the document includes FAQs, policies, and travel info.

  4. Test the Workflow:

    • Trigger manually ("Test workflow") to create the assistant and upload the file.
    • Send a chat message (e.g., "What are your travel packages?") to test responses.

Dependencies

  • Google Drive Account: To store and retrieve the agency document.
  • OpenAI API Access: For assistant creation and file uploads.

Need help customizing?

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