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

– 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.

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

– 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.

– 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.