Create GPT actions issue: ChatGPT - Zapier actions - Populate Google docs template

[bulandundonnelly]

Hi Guys,

I’ve created a custom GPT that uses Zapier actions to populate a document template in google docs with answers from users (the answers are also improved upon by the GPT). However the document fails to populate the fields with any content instead remains blank. I’m wondering is the issue with the instructions or somewhere else. I’ve tired rewriting the instructions numerous times to address the issue. below is an example, other than that I’m stuck. Thanks for reading!

Populate Google Docs:
Use the responses to fill in the predefined tags in the Lean Canvas Google Docs template:
{Problem}
{Customer Segments}
{Unique Value Proposition (UVP)}
{Solution}
{Channels}
{Revenue Streams}
{Cost Structure}
{Key Metrics}
{Unfair Advantage}

[PaulBellow]

Are you getting an error?

What’s your Zapier actions look like?

[bulandundonnelly]

Thanks for the reply Paul, below is a screen shot of the issue. If you have time please have a look:

[PaulBellow]

What’s your prompt? Or what is the Zapier action doing? Is it creating it with just those placeholders?

[wellswang]

What’s your Action schema looks like? I guess GPT pass the wrong paramters

[bulandundonnelly]

Basically Zapier is supposed to integrate and automate the process of populating the doc template in Google Docs based on users responses to a series of guided questions.

[bulandundonnelly]

Yes! I did get a wrong paramters error message

[jr.2509]

Does it have to be a Google doc? If not, have you considered to just rely on code interpreter within your CustomGPT to create a Word document for download?

[henrypieterson]

you’re facing an issue with populating a Google Docs template using Zapier and custom GPT responses. Here are a few steps and considerations to help you troubleshoot and resolve the issue:

Step-by-Step Troubleshooting

1. Check the Template Tags:

• Ensure that the tags in your Google Docs template exactly match the placeholders you’re using in your instructions. Tags are case-sensitive and must be identical.

2. Verify Zapier Setup:

• Double-check the Zapier workflow to ensure that the data from the GPT responses is correctly mapped to the Google Docs fields. Each response from GPT should be properly mapped to the corresponding tag in the Google Docs template.

3. Test the Data Flow:

• Test each step of the Zapier workflow to see where the data might be getting lost. Use Zapier’s built-in testing tools to inspect the output of each step.

4. Review API Limits:

• Ensure that you are not hitting any rate limits or data size constraints imposed by the Google Docs API or Zapier.

5. Use Plain Text:

• Ensure that the data being sent to Google Docs is plain text and not formatted in a way that Google Docs cannot interpret.

Example Instructions

Here’s an example of how you might structure the instructions to ensure clarity and proper data mapping:

Step 1: Collect and Improve Responses

1. Collect user responses for each section of the Lean Canvas.
2. Use GPT to refine and improve these responses.
3. Store each improved response in a variable.

Step 2: Populate Google Docs Template

1. In Zapier, create an action step to “Create Document from Template” using the Google Docs integration.
2. Map the improved responses to the corresponding fields in the template:

• Problem → {Problem}
• Customer Segments → {Customer Segments}
• Unique Value Proposition (UVP) → {Unique Value Proposition (UVP)}
• Solution → {Solution}
• Channels → {Channels}
• Revenue Streams → {Revenue Streams}
• Cost Structure → {Cost Structure}
• Key Metrics → {Key Metrics}
• Unfair Advantage → {Unfair Advantage}

Sample Workflow in Zapier

1. Trigger:

• The trigger can be a form submission or any other event where user responses are collected.

2. Action 1: Use GPT to Improve Responses:

• Send each user response to the GPT model and get the improved version.

3. Action 2: Create Google Docs from Template:

• Select your Google Docs template.
• Map each improved response to the corresponding template tag.
• For example:
  • Improved Problem → {Problem}
  • Improved Customer Segments → {Customer Segments}

Example Zapier Action Configuration

1. Action: Create Document from Template

• Template Document: Select your Lean Canvas template.
• Field Mappings:
  • Problem → {{Problem}}
  • Customer Segments → {{Customer Segments}}
  • Unique Value Proposition (UVP) → {{Unique Value Proposition (UVP)}}
  • Solution → {{Solution}}
  • Channels → {{Channels}}
  • Revenue Streams → {{Revenue Streams}}
  • Cost Structure → {{Cost Structure}}
  • Key Metrics → {{Key Metrics}}
  • Unfair Advantage → {{Unfair Advantage}}

Common Pitfalls

• Template Tags Mismatch: Ensure no extra spaces or formatting differences exist between the tags in the template and the data mapping.
• Data Flow Breaks: Check each step in Zapier to confirm that data is passing through correctly.
• API Errors: Review any error messages from Zapier or Google Docs for clues about what might be going wrong.

If you still encounter issues after following these steps, please provide more details about your Zapier setup, including screenshots if possible. This will help in diagnosing the problem more accurately.

Best of luck with your automation ! Let me know if you need any further assistance.

[bulandundonnelly]

Thanks a million for the detailed reply!!! heartbeat: