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Connect

1

Go to Settings → Integrations → OpenAI

2

Enter your OpenAI API key

3

Done

Get your API key from platform.openai.com/api-keys

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Actions

ActionExample Prompt
Generate textUse @OpenAI to write a product description for {{product}}
SummarizeUse @OpenAI to summarize this article in 3 bullet points
Analyze sentimentUse @OpenAI to analyze the sentiment of these reviews
Extract dataUse @OpenAI to extract company name, industry, and size from this text
TranslateUse @OpenAI to translate this text to Spanish
ClassifyUse @OpenAI to categorize these support tickets

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Models

ModelBest for
gpt-4oComplex reasoning, analysis
gpt-4o-miniFast, cost-effective tasks

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Examples

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Content generation

Use @OpenAI to write a personalized follow-up email for {{lead_name}} at {{company}}.
Reference their recent {{news}} and connect to our {{product}}.
Keep it under 100 words.

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Data extraction

Use @OpenAI to extract from this job posting:
- Job title
- Required skills (list)
- Years of experience required
- Salary range (if mentioned)

Output as JSON.

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Classification

Use @OpenAI to classify these customer messages:
- billing
- technical
- feature_request
- complaint
- other

Include confidence score.

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Tips

  1. Be specific — Detailed prompts get better results
  2. Provide examples — Show the format you want
  3. Use structured output — Request JSON for data extraction
  4. Iterate — Refine prompts based on results

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