Wednesday, January 1, 2025

Bill Brown's Zap to Clean Up Job Summary in Service Titan

Welcome to the course designed to revolutionize your ServiceTitan workflows! This training is tailored for business owners and technicians aiming to streamline job summary updates, leveraging the power of automation with Zapier and ChatGPT. Key Points: ServiceTitan Integration: Automate job summary cleanup with real-time data syncing. ChatGPT Setup: Optimize AI for generating clean, professional summaries. Zapier Workflow: Build an efficient multi-step Zap for seamless automation. Detailed Steps: 1. Setting Up ServiceTitan Integration: Connect ServiceTitan to Zapier using the "New Job Event" trigger. Configure filters to target specific job types, business units, or technicians. 2. Adding a Delay: Include a 15-minute delay to allow CSRs to make initial edits. 3. Configuring ChatGPT: Use the ChatGPT “Conversation” action for advanced cleanup. Train ChatGPT with specific instructions to generate tailored outputs. 4. Testing Outputs: Review ChatGPT’s responses to ensure formatting and content accuracy. Experiment with different GPT models (e.g., GPT-4 or Turbo 3.5) for optimal results. 5. Formatting in HTML: Output summaries in HTML for compatibility and a polished look. Attach the cleaned summary back to the original job using job ID mapping. 6. Final Testing: Compare pre-automation and post-automation summaries to validate improvements. Integration and Automation Tips: - Cost Optimization: Use GPT models suited to your budget, balancing accuracy and cost-effectiveness. - Agent Training: Pre-train AI agents for faster and more consistent outputs. Advanced Considerations: - Learn how to handle edge cases, like missing data or unique formatting challenges. - Explore further automation opportunities, such as integrating notifications for CSRs. Complete this course to transform your ServiceTitan workflows, reduce manual effort, and deliver professional job summaries effortlessly. Ready to take your ServiceTitan experience to the next level? Join us now and start automating your business! https://www.skool.com/automation-foundation/about Connect with Bill Brown here https://www.linkedin.com/in/billbrown80/