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Why Use AI Automation?

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Content of Presentation

Why use ai automation (5 min)
Time savings for repetitive tasks
Always on, never sick
Can set it and it always does what you want
Can deliver tailored and personalized updates across a broad spectrum
Example of AI Automation (5 min)
> Emails >
What is AI Automation (10k Foot Key Concepts)(10 min)
Trigger
Forms (new rows)
Time
Events
Steps
Zapier > Make > In Coda
GIGO
Outcome
Goes to row
Sends email
Creates doc
2 Examples specific for Click Use Case, Built and Concepts Explained
One from Courtney (5 min) (
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Meeting actions - Zoom >(Transcription > Video (Gemini)
Gemini
Decisions
Risks Discussed
Actions
logged in coda
Meeting Logger
Search
Name
Actions
Decisions
Risks logged
Date
Adam Lundquist's Personal Meeting Room
- Take an action item (AI) - Go to a toast place in Tribeca and discuss upcoming plans on November 27 - Spend 1 day in Coda - Use Coda as a single source of truth - Stop using Myspace for marketing
- Use Coda as a single source of truth - Discontinue use of Myspace for marketing
* AI can be complex and it's risky to let it go without structure * It can be risky to use a new system like coda
October 24 2024
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One from Michael (5 min) (
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Show how email trigger (specific account > trigger).
Form
Each
Row company
Date
Body
Subject Line
Newsletter comes in
Companies Mentioned
Specific News
Email
Name
Date
Body
Summary
E&O: Software as a Medical Device
Here's what's new in FDA-regulated Software as a Medical Device....
Fwd: New bill asks Medicaid to cover PDTs. More Apple-AliveCor.
Thu, 24 Oct 2024 15:17:54 -0400
exitsandoutcomes.com Issue 176 Get E&O Mondays <https://exitsandoutcomes.us19.list-manage.com/track/click?u=cb777ca790addd96d38989aa9&id=991604b53f&e=a10e979d46> or Become a Paying Subscriber <https://exitsandoutcomes.us19.list-manage.com/track/click?u=cb777ca790addd96d38989aa9&id=d8388436ae&e=a10e979d46> Issue 176 Digital health research from Brian Dolan E&O Fridays. Welcome back to E&O Fridays, a paying subscribers-only weekly newsletter focused on the world of digital pharma products and FDA-regulated digital health. <https://exitsandoutcomes.us19.list-manage.com/track/click?u=cb777ca790addd96d38989aa9&id=91036ed97d&e=a10e979d46> *Here's what's going on in FDA-regulated and pharma-focused digital health this week...* - *Click Therapeutics received <https://exitsandoutcomes.us19.list-manage.com/track/click?u=cb777ca790addd96d38989aa9&id=fb804af1c5&e=a10e979d46> Breakthrough Device Designation from the FDA for CT-132, a prescription digital therapeutic that aims to be an "adjunctive preventive treatment for episodic migraine in patients aged 18 years and older" once it is fully developed.* - *Wise Therapeutics inked <https://exitsandoutcomes.us19.list-manage.com/track/click?u=cb777ca790addd96d38989aa9&id=b5affaf8a5&e=a10e979d46> a deal with RxHealth to use its app distribution platform to enable providers to "prescribe" their digital therapeutic for reducing stress and anxiety, Personal Zen. Wise tells me the company has made Personal Zen <https://exitsandoutcomes.us19.list-manage.com/track/click?u=cb777ca790addd96d38989aa9&id=928bde7425&e=a10e979d46> available under the FDA's public health emergency waiver for digital health devices targeting psychiatric disorders. The announcement with RxHealth also suggests that providers can use the new Remote Therapeutic CPT codes as a way to get payment for monitoring their patients' use and adherence to Personal Zen. Wise is still eyeing FDA submissions in the future, but may also launch another mental health-focused digital therapeutic under the FDA's waiver in early 2023. * - *Apple-AliveCor: Earlier today the panel of judges at the ITC that is mulling over whether to ban the importation of Apple Watches because an ITC judge found the device to infringe on AliveCor's patents, announced that it would not enforce an import ban (if it decides on one next week) until after the appeals process is finished over at the US Patent Office's court system, which recently ruled that Apple did not infringe on AliveCor's patents. So, the ITC may still announce plans for a ban on imports of Apple Watches next week, but it won't enforce it unless AliveCor's appeal at PTAB prevails at some point in the future.* - *In a letter to the agency, Abbott suggested that the FDA reconsider its guidance document priorities for next year. Among other things, the company asked it to add a draft guidance to its priority list that describes "**a process to evaluate a predetermined change control plan for digital health devices."* - *News you know: **Virtual reality behavioral health companies BehaVR and OxfordVR announced <https://exitsandoutcomes.us19.list-manage.com/track/click?u=cb777ca790addd96d38989aa9&id=5ce9409405&e=a10e979d46> plans to merge along with a new $13 million in funding from Optum Ventures, Oxford Science Enterprises, Confluent Health, Accenture Ventures, Chrysalis Ventures and Thornton Capital.* - *Pfizer is building out a new team called "Digital Health & Medicines" headed up by longtime digital therapeutics entrepreneur Edward Cox, who spent the past few years at Eversana and previously was CEO of Dthera. Job descriptions <https://exitsandoutcomes.us19.list-manage.com/track/click?u=cb777ca790addd96d38989aa9&id=af471c818a&e=a10e979d46> for new positions on the Pfizer DHM team explain: "Pfizer’s digital health products are designed to establish Pfizer as an industry leader in this digital health, addressing unmet needs and improving patient outcomes. Our initial products will provide benefits around the drug for patients in core therapeutic areas of interest for Pfizer. Given this intersection, the Strategy and Assessment Associate will spend extensive time working directly with peers in TA-aligned business units, including Global Marketing leaders and regional and country-level leaders focused on biopharma commercialization, as well as BD team members with relevant experience. This role will also liaise extensively with Digital Health Startups and other organizations, with the goal of building industry relationships and launching partnerships."* - *Germany did not remove any prescription digital therapeutics from its national formulary (DiGA program) this week, but it did lower the price of one. Interestingly, this digital health program already went through a price reduction, which I noted last month in a round-up of DiGA changes published in E&O Fridays Issue 172: "Selfapy's course on depression. Price: Lowered from €540 to €290.94." Now, it is permanently listed at an even lower price point: €217.18 for 90 days of use.* - *One more thing... In case you somehow missed it this week: This investigation <https://exitsandoutcomes.us19.list-manage.com/track/click?u=cb777ca790addd96d38989aa9&id=5e164839bd&e=a10e979d46> by STAT News and The Markup is worth reading. It digs into how 50 virtual care startups use online marketing tools that sometimes send personal health information to the big tech companies' servers. Much of what they uncovered falls outside of HIPAA, but it raises important ethical questions. Lots to consider, but after reading it, one of the many questions I have: What would it mean for the future of digital health if companies were not allowed to use digital marketing channels?* *Did a friend forward this to you? You, too, can win friends and influence people via newsletter forwards by clicking right here <https://exitsandoutcomes.us19.list-manage.com/track/click?u=cb777ca790addd96d38989aa9&id=a5a7e32a54&e=a10e979d46>. Become the newsletter-forwarder we both know you were meant to be. Act fast! This offer won't last forever (I am not immortal). * New Senate bill aims to clarify how state Medicaid plans can pay for prescription digital therapeutics The Digital Therapeutics Alliance is backing a new bill on Capitol Hill this week that asks CMS to clarify for state Medicaid plans how they can provide assistance to help beneficiaries pay for prescription digital therapeutics. The same Senator that introduced the DTA's last bill is the lead sponsor on this one: Sen. Shelley Capito (R-WV). Sen. Jeanne Shaheen (D-NH) is once again the first to co-sponsor. The group hopes to tuck the bill into the big year-end omnibus spending bill for the fiscal year 2023. Unlike the Access to Prescription Digital Therapeutics bill that E&O has been tracking for years, this one is not focused on creating a new Medicare benefit category for PDTs. It just aims to make it clear to state Medicaid leaders around the country that they have the authority to pay for PDTs via medical assistance programs. Massachusetts' Medicaid plan MassHealth was the first in the country to step up and pay for prescription digital therapeutics when it signed a deal with Pear Therapeutics to give its members access to reSET-O and reSET. Pear has since used this win to try to convince other states to do the same -- with mixed results. For example, here's a recent lobbyist effort from Pear in the state of Connecticut: "Currently reSET and reSET-O are preferred on the MassHealth non-drug formulary with no [prior authorization]. We have requested CT Medicaid to mirror coverage like MassHealth given the high need in CT for more evidence-based treatments for Substance and Opioid Use Disorders. Currently, some employers in the CT private sector (The Hartford, Prime Therapeutics) offer commercial coverage for reSET and reSET-O but citizens in the Medicaid program are not able to access these treatments. CMS has recently designated unique HCPCS code A9291 Prescription digital behavioral therapy, FDA cleared, per course of treatment. This allows Payors, including Medicaid, to cover PDTs via the pharmacy (NDC Code) or DME (medical/HCPCS Code A9291) benefit. The state of Michigan recently appropriated $1.5 Million of federal state opioid response grant funding to develop a pilot program integrating innovative prescription digital therapeutics to assist individuals with opioid use disorder with recovery. The pilot program integrating innovative prescription digital therapeutics will use evidence-based technologies modeled on a specific form of cognitive behavioral therapy combined with fluency training in conjunction with contingency management for opioid use disorders, known as community reinforcement approach. We are asking this committee to: Request coverage under Medicaid for PDTs for OUD and SUD and, or Grant a budget line item to be used by CT Medicaid to develop a pilot program integrating innovative prescription digital therapeutics to help people in CT with substance use disorder or opioid use disorder on their recovery journey." I suspect that if this new bill passes, then Pear wouldn't have to make its case this way. Here's what the new bill's text shows that it aims to do. Three things: - The bill directs CMS to provide guidance to states on methods for paying for prescription digital therapeutics - It directs CMS to provide technical assistance to states that "seek to incur an expenditure" for providing medical assistance to cover PDTs; - And it provides a definition for "prescription digital therapeutics". The other older PDT Access bill will have to come back in the new Congress. The need for a Medicare benefit category isn't solved by the Medicaid clarification bill introduced this week. Clinical trials: Blue Note Therapeutics, Pear Therapeutics, Wise Therapeutics This is a recurring feature of E&O Fridays that digs into new digital health-related clinical trials as well as updates to others that E&O mentioned in previous issues. *Completed: Pear's trial of a new gamified version of reSET-O for opioid use disorder* At the end of November, Pear's study on a new gamified version of its flagship prescription digital therapeutic, reSET-O, finished up. No results yet. Here's the brief on the study <https://exitsandoutcomes.us19.list-manage.com/track/click?u=cb777ca790addd96d38989aa9&id=7a4d3bde04&e=a10e979d46> : "This is a randomized, controlled, open-label, decentralized study to evaluate patient engagement with PEAR-008, a game-based digital therapeutic for the treatment of opioid use disorder. PEAR-008 is a new version of reSET-O, an FDA-authorized mobile application treatment (available by prescription only) for opioid use disorder. The study will examine if changing the application's delivery format and enhancing clinical content affects how patients use and interact with the intervention." *Now recruiting: Wise Therapeutics study on a gamified digital therapeutic for social anxiety disorder* Wise also changed up the study design for this trial <https://exitsandoutcomes.us19.list-manage.com/track/click?u=cb777ca790addd96d38989aa9&id=3eb1852d98&e=a10e979d46> by reducing the arms from three to two. While the company had two experimental groups before it now only has one and a placebo group: "This study aims to assess the feasibility and efficacy of the digital therapeutic ABM-01 in adults ages 22-65 with SAD. Participants access ABM-01 on their mobile smart phone and complete treatment over a period of 30 days. Enrolled participants will be randomly assigned to one of two groups (Experimental Group and Placebo Control) and be assessed over five periods of time (Baseline Session, 30-Day Treatment Phase, Post-Treatment Session, 6-Month Follow Up Session, 12-Month Follow Up Session)." *New: Blue Note Therapeutics re-launches a study observing longterm follow-up on its two prescription digital therapeutics for cancer care, attune and cerena* More on the study <https://exitsandoutcomes.us19.list-manage.com/track/click?u=cb777ca790addd96d38989aa9&id=00c5ac2e25&e=a10e979d46> here: "The RESTORE extension study is a non-interventional, long-term follow-up study with people who participated in the study referred to as RESTORE (NCT05227898). The purpose of this extension study is to understand the durability of the effects of two digital software devices on anxiety and other indicators of psychological and physical health in participants of the RESTORE study in the 6-months after study completion. Subjects who were enrolled and not withdrawn from the original RESTORE study are eligible to participate. People who consent to participate will be asked to electronically complete a set of questionnaires at 3 months and 6 months following the scheduled date of their RESTORE end-of-study visit." Links to E&O's reports, databases, newsletters The Exits & Outcomes site is designed to make it easy to find long-form research reports, databases, and past newsletter editions. Click below for dedicated pages for each of those categories: - Read through the long-form E&O research reports here <https://exitsandoutcomes.us19.list-manage.com/track/click?u=cb777ca790addd96d38989aa9&id=aef419eaeb&e=a10e979d46> . - Search and sort the E&O databases here <https://exitsandoutcomes.us19.list-manage.com/track/click?u=cb777ca790addd96d38989aa9&id=6321ae73ba&e=a10e979d46> . - Skim more than 200 past issues of E&O newsletters here <https://exitsandoutcomes.us19.list-manage.com/track/click?u=cb777ca790addd96d38989aa9&id=ff2b6abe94&e=a10e979d46> . So ends *Issue 176 *of E&O Fridays. *Help me E&O subscribers, you're my only hope*: If you learned something from today's issue, would you forward this newsletter to someone you think might be interested? [image: Exits & Outcomes] Digital health research, news, and analysis from Brian Dolan. If you no longer wish to receive these paid subscriber emails, you can unsubscribe <https://exitsandoutcomes.us19.list-manage.com/unsubscribe?u=cb777ca790addd96d38989aa9&id=c76693329c&e=a10e979d46&c=46745dcd99> . Exits & Outcomes · 32 Independence Rd · Bedford, MA 01730-2434 · USA
**Relevance to Digital Therapeutic Companies:** The email provides updates on regulatory and industry developments relevant to companies developing prescription digital therapeutics (PDTs): * **Breakthrough Device Designation:** Click Therapeutics received FDA designation for its CT-132 PDT for episodic migraine. * **PDT Distribution Partnership:** Wise Therapeutics partnered with RxHealth to distribute its Personal Zen PDT for stress and anxiety. * **Medicaid Reimbursement:** A new Senate bill aims to clarify how state Medicaid plans can provide assistance for PDTs. * **Abbott's Guidance Request:** Abbott suggested that the FDA consider a draft guidance on evaluating change control plans for digital health devices. * **Clinical Trials:** Updates on clinical trials for PDTs from Blue Note Therapeutics, Pear Therapeutics, and Wise Therapeutics. These developments indicate a growing interest from regulatory agencies, healthcare providers, and patients in the potential of PDTs. They also highlight the challenges faced by companies in navigating the regulatory and reimbursement landscape.
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Conclusion and Questions (10 min)

The presentation will be built and presented in Adam’s (NDIB’s) Coda account on a publicly linked Coda doc for anyone to attendee to use, the automations will use by built using zapier. They automations will stay live for 30 days. Click has the ability and right to copy and use the automations as they see fit.

Things to do
Check if this works in Gemini [Pull my api key]

Forms and Data:

What do You Want to Automate
What is your first name?
What is your email?
What is one thing you wish you could automate?
What city and state did you grow up in?
Responses won't be saved because this doc is in play modeSubmit

Form Results Database
Name
Email
How You Would Use AI
What City and State Did You Grow up In
🤖 AI Response
Adam
Using ai for meeting notes
Boston
Hi Adam, I'm writing to you today to share 3 ideas on how you can use Coda, Zapier, and Chat-GPT to automate meeting notes and revolutionize your work process. 1. **Utilize Coda's Note-Taking Capabilities:** Coda offers robust note-taking features that allow you to easily capture key points, action items, and decisions during meetings. Integrate Chat-GPT to generate summaries of the notes, providing you with a clear and concise record of your discussions. 2. **Automate Note Distribution with Zapier:** Zapier seamlessly connects different apps, enabling you to automate the distribution of meeting notes. Set up a Zap that triggers an email to all attendees once Coda notes are finalized, ensuring that everyone has immediate access to the information. 3. **Enhance Meeting Preparation with Chat-GPT:** Leverage the power of Chat-GPT to prepare for meetings by generating agenda templates, providing insights on relevant topics, and summarizing key points from previous discussions. This will help you start meetings on the right foot and make them more productive. Just like the iconic Freedom Trail in Boston, which connects historical landmarks, these tools can seamlessly collaborate to create an efficient and automated path for meeting note-taking. Let's unlock the potential of AI and redefine your meeting experience. Best regards, Adam Lundquist
Michael
Market research and competitive intelligence
Bern
Hi Michael, I hope this email finds you well! I wanted to share some ideas on how you can leverage Coda, Zapier, and ChatGPT to tackle your challenge with automating market research and competitive intelligence. Given that you hail from Bern, the city known for its historical significance and beautiful architecture, let's harness these tools to build a solution as impressive as the Zytglogge clock tower! 1. **Consolidated Data Dashboard with Coda**: Use Coda to create an interactive dashboard that compiles various data sources about your market and competitors. For instance, you could integrate data from relevant websites, social media platforms, and newsletters into a single Coda workspace. Coda's flexible layouts will allow you to create visuals and tables that summarize competitors’ strategies, product releases, and market trends. You can even embed links or snippets for direct access to additional resources, making it easy to reference when crafting strategic decisions—much like the way Bern's architecture flawlessly combines functionality with beauty. 2. **Automation Workflows with Zapier**: Set up automated workflows using Zapier to gather real-time data. You can create Zaps that automatically collect data from Google Alerts (for competitor news) or news websites about your industry and route that information to your Coda dashboard. This will save you the time of manually tracking developments, allowing you to stay informed with fresh insights, similar to how the River Aare keeps the city's pulse alive with its constant flow. 3. **AI-Driven Insights using ChatGPT**: Finally, integrate ChatGPT to analyze the data collected in Coda. With the help of specific prompts, you can generate insights about emerging trends or summarize competitors' strengths and weaknesses. This could serve as an intelligent assistant that helps inform your research and strategy, akin to how the Federal Palace in Bern serves as a hub for Swiss political decision-making. By combining these three powerful tools, not only can you streamline your market research and competitive intelligence efforts, but you'll also free up valuable time to focus on developing innovative strategies for your business. Wishing you great success in your automation journey! Best, Adam Lundquist
Adam
adam@nerdsdoitbetter.com
PPC Ads
Boston
Hi Adam, I've been thinking about your challenge with automating PPC ads, and I have a few ideas that could help using Coda, Zapier, and Chat GPT: **1. Automation of Ad Creation and Optimization** Zapier can be used to connect Chat GPT to your ad platform (e.g., Google Ads). Chat GPT can then automatically generate ad copy, keywords, and even optimize ad performance based on real-time data. This would save you hours of manual labor and ensure that your ads are always up-to-date. **2. Real-Time Monitoring and Reporting** Coda can be used as a central hub for monitoring the performance of your PPC ads. Zapier can pull data from your ad platform and populate it in Coda, allowing you to track metrics such as clicks, conversions, and ROI. Chat GPT can then analyze the data and provide insights into which ads are performing well and which need to be improved. **3. Personalized Ad Targeting** Chat GPT can analyze data from your CRM or website to identify patterns and segment your audience. This information can then be used by Coda to create personalized ad campaigns that target specific groups of users with relevant messaging. For instance, if you're from Boston, you could create ads that highlight the city's rich history, such as the Boston Tea Party or the Freedom Trail. These are just a few ideas to get you started. With the power of these tools, you can automate many of your PPC operations and free up your time to focus on other aspects of your business. Best regards, Adam Lundquist
Tom
Landing page copy
Portland Maine
Hi Tom, I hope this email finds you well. I understand that you're looking for ways to automate your landing page copy. Here are three ideas on how you can use Coda, Zapier, and ChatGPT to streamline this process: 1. **Use Coda to create a template for your landing page copy.** This template can include all the essential elements of a high-converting landing page, such as a headline, subheadline, call to action, and benefits list. You can then use Zapier to automatically populate this template with data from your CRM or other systems. 2. **Use Zapier to connect Coda to ChatGPT.** This will allow you to use ChatGPT to generate landing page copy based on the data in your Coda template. For example, you could use ChatGPT to generate a headline that is tailored to your target audience. 3. **Use ChatGPT to proofread and edit your landing page copy.** ChatGPT can help you identify errors in grammar, spelling, and punctuation. It can also suggest improvements to the clarity and flow of your copy. In addition to these specific ideas, I would also recommend checking out the following resources: * [Coda's documentation on automation](https://help.coda.io/en/articles/5051740-Automating-tasks) * [Zapier's documentation on connecting Coda and ChatGPT](https://zapier.com/apps/coda/integrations/chatgpt) * [ChatGPT's documentation on writing landing page copy](https://help.openai.com/en/articles/6782935-How-to-write-landing-page-copy-with-ChatGPT) I hope these ideas help you solve your biggest AI issue. Best of luck! Sincerely, Adam Lundquist
Adam
adam@nerdsdoitbetter.com
I would like to automate copywriting
Andover, Mass
Hi Adam, Hope you're doing great! I wanted to share a few ideas on how you can leverage Coda, Zapier, and ChatGPT to tackle your biggest AI challenge: automating copywriting. **1. Content Generation with Coda and ChatGPT:** * Integrate ChatGPT with Coda using a formula to generate on-demand copywriting assets. * Create a Coda document with prompts and instructions for ChatGPT, generating tailored content based on specific requirements. * This streamlines the content creation process, enabling you to quickly produce high-quality copy directly within Andover's historic town hall. **2. Automated Content Scheduling with Zapier:** * Connect Coda to your social media accounts or email marketing platform using Zapier. * Trigger workflows that automatically schedule and publish your generated content, freeing up your time for more strategic tasks at the renowned Phillips Academy. * This integration ensures consistent content delivery, maximizing your reach and impact. **3. AI-Powered Content Optimization with ChatGPT:** * Integrate ChatGPT with Coda to analyze and optimize your existing copywriting. * Use prompts to request suggestions for improving readability, tone, and overall effectiveness. * Harness the power of AI to enhance your content strategy and elevate your brand's voice, mirroring the transformative impact of the American Revolution that shaped Andover. I hope these ideas inspire you to unlock the full potential of AI for automating copywriting. Let me know if you have any questions. Sincerely, Adam Lundquist
Michelle
note taking and emailing out action items to meeting attendees
Great Neck, NY
Hi Michelle, I'd like to suggest three ways you can use Coda, Zapier, and ChatGPT to solve your note-taking and action item emailing issue: 1. Create a Coda note for each meeting, then use Zapier to automatically send an email to attendees with a link to the note. You can customize the email template to include any relevant information, such as the meeting agenda or discussion points. 2. Use ChatGPT to generate summaries of your meeting notes. This can save you time and ensure that your summaries are clear and concise. You can then paste the summaries into your Coda notes or use them to create automated emails to attendees. 3. Integrate Zapier with your email service to automatically create tasks or action items in your project management tool based on specific keywords in your meeting notes. For example, you could set up a zap that creates a task in Asana for any line in your meeting notes that includes the phrase "action item." By combining these tools, you can automate your note-taking and emailing process, freeing up your time to focus on other tasks. Plus, you'll be able to improve the quality and accuracy of your meeting notes with the help of ChatGPT. I hope these ideas are helpful! Best regards, Adam Lundquist
Tony
Tmcdermott@clicktherapeutics.com
Search for news on digital therapeutics
Haddon Heights, NJ
Hi Tony, I hope you're having a great day in the heart of Haddon Heights. I'd like to share three ways you can use Coda, Zapier, and ChatGPT to automate your search for news on digital therapeutics: 1. **Coda + ChatGPT:** Create a Coda doc to list your search terms. Use ChatGPT to generate a custom query that searches for relevant news articles. 2. **Zapier + Coda:** Connect Zapier to Coda. Set up a trigger to automatically add new search results to your Coda doc when they're published. 3. **Zapier + ChatGPT:** Use Zapier to send a notification to your phone whenever ChatGPT finds a new article that matches your search query. This will give you real-time updates on the latest advancements in digital therapeutics. These integrations will streamline your research process and free up your time to focus on the important stuff. Like reminiscing about the epic Beatles concert at the Haddonfield Middle School. Best regards, Adam Lundquist
Sarah
Schoi@clicktherapeutics.com
Slide Formatting
Tenafly, NJ
Sarah, I hope this email finds you well. Here are three detailed ways you can utilize Coda, Zapier, and ChatGPT to tackle your biggest AI issue, slide formatting: 1. Use Coda's rich text editor to create and format presentations. Leverage Zapier to integrate Coda with your presentation software, such as Google Slides, to automatically update slides. This can save you countless hours spent on tedious formatting tasks and allow you to focus on delivering captivating presentations that will impress your audience. 2. Integrate Coda with ChatGPT using Zapier. Utilize ChatGPT's capabilities to generate high-quality content for your slides. Automatically create visually appealing slide content, saving you time and effort. 3. Utilize the Tenafly Public Library's resources, such as the Makerspace, for hands-on training and support in using these tools. Engage with other community members, including the Tenafly Education Foundation, to explore innovative ways to leverage AI for your presentation needs. Remember, like the iconic George Washington Bridge that connects Tenafly to New York City, Coda, Zapier, and ChatGPT can bridge the gap between you and your AI goals. Best regards, Adam Lundquist
Avanti
Time sheets
Cupertino, CA
Hi Avanti, I hope this finds you well among the tech-savvy streets of Cupertino, home to the legendary Apple Park and Silicon Valley's bustling innovation hub. I understand your desire to automate time sheets and here are three potential solutions using Coda, Zapier, and ChatGPT: 1. **Coda Form and Workflow:** Create a Coda form for time tracking, linking it to a workflow that automatically compiles the submissions into a spreadsheet. This eliminates manual entry and ensures accuracy. 2. **Zapier Integration:** Connect Coda to your existing time tracking system using Zapier. Zapier can automatically create new entries in Coda when employees clock in or out, saving you time and hassle. 3. **ChatGPT Script Generation:** Task ChatGPT with generating a natural language script that automates the process of checking submitted time sheets for errors or inconsistencies. This frees up your team to focus on higher-priority tasks. These solutions leverage Cupertino's reputation as a center for technological advancement, offering you cutting-edge tools to streamline your time management processes. Best regards, Adam Lundquist
Courtney
clundquist@clicktherapeutics.com
Going to meetings
Los Angeles, California
Hi Courtney, I hope you're having a great week in sunny Los Angeles! I'm reaching out to suggest three ways that Coda, Zapier, and ChatGPT can help you automate your meeting scheduling tasks. **1. Use Coda to create a centralized calendar.** This will allow you to see all of your meetings in one place, and you can easily add or remove attendees, change times, or cancel meetings. You can also use Coda to create custom views of your calendar, such as a view of all meetings with a certain topic or attendee. **2. Use Zapier to automate meeting reminders.** You can create a Zap that will automatically send you an email or text reminder before each meeting. This will help you stay on top of your schedule and avoid forgetting about any important meetings. **3. Use ChatGPT to generate meeting summaries.** After each meeting, you can use ChatGPT to generate a summary of the key points that were discussed. This will save you time and help you remember what was covered in the meeting. You can also use ChatGPT to create meeting notes in advance, which will help you stay focused during the meeting. I hope these ideas are helpful! Please let me know if you have any questions. Best regards, Adam Lundquist
Michael
mforzato@clicktherapeutics.com
Competitive intelligence
Bern
Michael, I hope this email finds you well amidst the vibrant tapestry of Bern, a city renowned for its art and political history. I understand your concern regarding automating competitive intelligence. Coda, Zapier, and ChatGPT together offer a powerful solution for this challenge. 1. **Centralize Data with Coda:** Create a shared Coda doc to gather and organize competitive data from web sources, scraping tools, and subscriptions. This will provide a single source of truth for your team. 2. **Automate Data Extraction with Zapier:** Connect Coda to Zapier to automatically extract and import data from multiple sources into your Coda doc. Triggers based on new data or changes can initiate these actions, keeping your competitive landscape up-to-date. 3. **Generate Insights with ChatGPT:** Train ChatGPT on your competitive data and prompt it to generate automated reports, identify trends, or answer specific questions. This will save you countless hours of manual analysis and provide valuable insights. Just as the Bears of Bern symbolize strength and resilience, these AI tools can empower your team to stay ahead of the competition. By harnessing the synergy of these technologies, you can transform your AI strategy and gain a competitive advantage. Best regards, Adam Lundquist
Linh
ltran@clicktherapeutics.com
note taking
Overseas
Hi Linh, I understand that note-taking is a challenge you're facing, and I'd like to suggest a few ways Coda, Zapier, and ChatGPT can help you automate this task: 1. **Coda for Seamless Note Organization:** Create a Coda doc for your notes and use its built-in tables and blocks to organize them by topic, project, or date. This will streamline your note-taking process and make it easier to retrieve information when you need it. 2. **Zapier to Automate Note Transfers:** Integrate Coda with Zapier to set up triggers that automatically create new notes in Coda whenever an email or message containing specific keywords arrives. For example, you could create a Zap that creates a note in your "Meeting Notes" doc every time you receive an email from your colleagues about a meeting. 3. **ChatGPT for Note Summarization and Assistance:** Use ChatGPT to summarize your notes, extract key points, and even generate follow-up questions or action items. This can save you time and help you stay on top of your tasks. As someone from Overseas, I'm reminded of the iconic storytelling traditions that have flourished there. Just as these stories have been passed down through generations, your notes can serve as a valuable record of your thoughts and insights. By automating note-taking, you can ensure that these stories are preserved and shared with ease. Best regards, Adam Lundquist
Rich
program updates going to the EC
Orlando, NJ
Hi Rich, I understand the frustration of having to manually update programs, especially with the demands of modern IT. Here are three innovative ways you can leverage Coda, Zapier, and ChatGPT to automate this process and streamline your workflow: 1. **Centralize Program Updates with Coda:** Create a central database in Coda to store information about all your software programs, including current versions, release dates, and update procedures. This database will serve as a single source of truth for your team, providing easy access to the latest information on all your programs. 2. **Automate Updates with Zapier:** Connect your Coda database to Zapier, an automation platform that allows you to create automated workflows. Set up triggers that automatically check for new software updates and initiate the update process accordingly. For example, you could create a Zap that sends an email notification to your team when a new update is available and triggers an automated update script to run at a specified time. 3. **Leverage ChatGPT for Documentation Assistance:** If you encounter any issues or require additional guidance during the update process, you can consult ChatGPT for support. ChatGPT is a powerful AI language model that can provide detailed instructions, answer questions, and even generate code snippets to facilitate the update process. By implementing these solutions, you can effectively automate program updates, freeing up your team's time and ensuring that your systems are always running the latest and most secure versions. Just like the famous Morristown Green, which has been a gathering place for centuries, these tools will provide a central and efficient platform for managing your software updates. Best regards, Adam Lundquist
Bre
bbanks@clicktherapeutics.com
Scheduling Meetings on Google Calendar with a lot of attendees
Glen Gardner, NJ
Hi Bre, I hope you're doing well! I was thinking about your biggest AI issue, which is scheduling meetings on Google Calendar with a lot of attendees. Here are 3 detailed ideas on how you can use Coda, Zapier, and Chat GPT to solve this issue, making your work in the scenic Glen Gardner, NJ even more efficient: **1. Use Coda to create a custom meeting scheduler.** You can create a table in Coda to track all of your meetings. Each row can represent a meeting, and you can include columns for the meeting title, date, time, attendees, and any other relevant information. You can then use Coda's built-in formulas to automatically send out meeting invitations to all of the attendees. **2. Use Zapier to connect Coda to Google Calendar.** You can use Zapier to create a zap that will automatically create a Google Calendar event for each new meeting that you add to your Coda table. This will save you the time and hassle of having to manually create each event. **3. Use Chat GPT to generate meeting summaries.** You can use Chat GPT to generate summaries of your meetings. This can be a helpful way to capture the key points of the meeting and share them with attendees who were not able to attend. I hope these ideas are helpful! Please let me know if you have any questions. Best regards, Adam Lundquist
Christina
csardo@clicktherapeutics.com
Note taking
New York, NY
Dear Christina, I understand your frustration with manual note-taking. Here are three ways to automate this task using Coda, Zapier, and ChatGPT: 1. **Coda and Zapier Integration:** Create a Zap that automatically sends notes from your email to a Coda doc. This way, you can easily capture ideas and document important conversations within Coda's structured table view. 2. **ChatGPT Note Summarizer:** Utilize ChatGPT to summarize lengthy notes or transcripts, extracting key points and providing an efficient overview. You can then consolidate these summaries in Coda for easy reference. 3. **ChatGPT Note Transcription Helper:** For important meetings or presentations, use ChatGPT to transcribe notes in real-time. Integrate this with Coda using Zapier to automatically populate your notes with transcribed text, saving you time and effort. Much like the bustling streets of New York City, these solutions offer multiple avenues to streamline your note-taking process. Just as Central Park provides a sanctuary amidst the urban landscape, these tools can help you create a seamless and efficient note-taking system. Best regards, Adam Lundquist
Brian Perrella
bperrella@clicktherapeutics.com
responding to email requests
Jamesburg NJ
Hi Brian, Hope you're having a great week in Jamesburg, the home of the "Jamesburg Pumphouse Gang." I'd like to share some ideas on how you can leverage Coda, Zapier, and ChatGPT to tackle your email automation challenges: 1. **Centralize Email Requests in Coda:** Create a Coda doc to serve as a centralized hub for all email requests. Use tables to organize and categorize them, and assign deadlines and statuses. Zapier can automatically populate this doc when new emails arrive in your inbox. 2. **Automate Responses with ChatGPT:** Integrate ChatGPT with Zapier to craft personalized email responses based on the content of incoming requests. For example, if someone asks about Jamesburg's historical landmarks, ChatGPT can provide a brief summary, which your Zapier workflow can then turn into an email response. 3. **Use Coda as a Collaboration Toolkit:** Share your Coda doc with colleagues who handle email requests. They can access and update it in real-time, ensuring that all responses are timely and consistent. This would be especially beneficial for businesses like "Princeton University," which has a large and distributed workforce. By leveraging these tools, you can streamline your email handling process, freeing up valuable time to focus on more strategic initiatives. Best regards, Adam Lundquist
Swati
meeting notes
Hicksville NY
Hi Swati, I know you're from Hicksville, NY, the birthplace of Walt Whitman. Since you're looking for ways to automate meeting notes, I have a few ideas: 1. **Use Coda to create a structured template for meeting notes.** This will help you capture all the important information in a consistent format. You can also create custom fields for specific types of meetings, such as project updates or client reviews. 2. **Use Zapier to connect Coda to your calendar.** This will allow you to automatically create a new note for each meeting that you schedule. You can also set up triggers to automatically send a note to attendees after the meeting. 3. **Use Chat GPT to generate summaries of meeting notes.** This can save you time and ensure that your notes are accurate and complete. You can also use Chat GPT to generate questions to ask during meetings, or to help you brainstorm ideas. These are just a few ideas to get you started. There are many other ways to use these tools to improve your meeting workflow. I'd be happy to chat with you further if you'd like to learn more. Best regards, Adam Lundquist
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