Automated customer tagging process in Google Sheets

• Automatically tag customers based on their input data.
• Log customer interactions in Google Sheets for better tracking.
• Utilize AI to enhance customer relationship management.

Trigger the workflow via a webhook when customer data is received. Split the incoming text data into manageable chunks. Generate embeddings for the text to facilitate tagging. Insert the processed data into a Pinecone vector database. Query the database for relevant tags and context. Log the results in Google Sheets for record-keeping. Send alerts via Slack for any errors during processing.

1. 1
   Import the Customer Auto-tagging workflow template.
2. 2
   Configure the webhook trigger with the desired endpoint.
3. 3
   Set up the Google Sheets integration with your account.
4. 4
   Connect the Pinecone and OpenAI integrations with your credentials.
5. 5
   Test the workflow by sending sample data to the webhook.