Integrate & automate with ChatGPT, AI in FPA: Your questions answered, AI interview prep

Sep 07, 2023

1-2-3 Newsletter - Read Time - 4 Mins

Hello, and welcome to a another edition of the Tech for Finance 1-2-3 Newsletter where we have:

1. Tutorial - How to integrate & automate with ChatGPT + Zapier

2. Expert resources - AI in FP&A: Your Questions Answered + An Excel & automation guru to follow.

3. Tech tools - Master your interview prep, boost your browsing, quickly find and organise files using AI.

1/ How to integrate & automate with ChatGPT + Zapier

One of our limitations as 'non-developers', is we can't just write APIs to connect our applications.

Middleware integration and automation platforms have existing for years (Zapier, Make, IFTT etc)

Their biggest limitation?

You've got to know how to build a workflow. I.e you've got to know what the step-by-step is.

But what if you could simply ask AI to create the workflow for you?

And what if it saved you the cost of a developer?

In this tutorial, we'll be using the ChatGPT Zapier plugin to create a workflow.

Step 1 - Create a Zapier account

Head over to Zapier and sign up or start free


Step 2 - Install the ChatGPT Plugin

[NOTE - You need to be a Pro user to use the Plugin]

Go into the GPT-4 model drop down. Click plugins -> then go to the store -> then search for Zapier.


Step 3 - Outline the workflow you want to create

You'll need to make sure that the Zapier plugin is enabled before you do this (you can see the tick box in the above image.

I won't paste the entire prompt here as you'll be able to see them in the images below.

But there's a few things to highlight in the way we're prompting.

1. You need to reference using the Zapier plugin in the prompt, otherwise it may not be activated

2. 'Create a Zap' is the output we're wanting

3. Requesting any points to clarify before ChatGPT proceeds is an excellent way of ensuring better outputs


Step 4 - Confirm and create the Zap

When you click the link 'Confirm and create this Zap' you'll be taken through to Zapier to complete the workflow.

You'll need to ensure all of the relevant accounts are connected to Zapier (Stripe, Slack etc)

You can then go on to test.

It's important to remember that the workflows that are created may not be perfect every time, so a little experimentation may be required.

And as always, if ChatGPT got something wrong, or the Zap it produced isn't what is expected / doesn't work. Continue the chat until you get the output you require.


2/ Expert Resources

A few weeks ago, I had the honour of being a guest speaker on the FP&A Today podcast hosted by Paul Barnhurst.

In our discussion we cover:

  • How should finance leadership use AI and adapt it in their team ethos and processes?

  • What are the most common use cases for AI in FP&A, and accounting post ChatGPT?

  • Ethical questions in AI and Finance (eg. Do we own the model that AI built?)

  • What are the differences between AI in big vs small companies

  • What are the secrets of effective Prompting in finance?

  • Privacy, security, AI and Finance - what are the risks?

  • Best advice for getting started with AI in finance

  • Favorite non ChatGPT AI tools you have seen

  • Lessons from building a new finance AI tool

  • The last thing we used Generative AI for

  • Clarifying tasks with your AI Chat

And much much more.

Check out the full podcast "AI in FP&A: Your Questions answered" on audio and on video:

Audio Links

And watch on YouTube here.


My friend Richard Nero - Principle Consultant and Developex | Excel Guru | Automation expert - recently produced an Excel cheat sheet that I think you'll love.

Check out the post here.

And make sure to follow Richard for more Excel and Automation insight.

3/ Tech Tools

1. InterviewCoachAI - Master your interview prep with AI here.

2. Jarvis - Browse Smarter with an AI browser extension here.

3. Dokkio - Find and organise your files quickly with AI here.

IMPORTANT - Always read the data policy for any tools you try. If you’re ever unsure. Make sure your data, and any customer or supplier data is anonymised.

NOTE - I am not affiliated with any of the tools in this e-mail.

So that’s it for this week.

Until Next Time


👨‍💻Connect with me on LinkedIn

🎧Subscribe to the Podcast

📺Watch on YouTube

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