We're excited to introduce Fabi Workflows, the easiest way to analyze any data with AI, SQL and Python, and automate insights to Slack, email, Google Sheets.
In this video we build a workflow from scratch that analyzes opportunities using natural language processing and sends an AI-generated executive summary and report via email.
0:00 Introduction
0:28 Overview of workflow we'll build
1:39 Start building the workflow
2:40 Using AI to analyzes a Notes field
7:39 Generating an executive summary with AI
8:50 Pushing a Python DataFrame to Google Sheets
10:10 Building an email
13:17 Conclusion
Additional resources:
Template we walked through: https://www.fabi.ai/template-gallery/...
Blog post introducing workflows with detailed written tutorial: https://www.fabi.ai/blog/introducing-...
Fabi.ai documentation: https://docs.fabi.ai/introduction