Has anyone created a ChatGPT project to help read Salesforce report exports to look for trending talking points? I'm hoping to standardize report exports and regularly import them to a ChatGPT projects with selected Prompts. Looking for best practices or any landmines to be aware of
Thanks Pat! Good recommendations. I'm also planning to supply a definition of all the report headings to see if that helps
Have you tried this and gotten anything useful? I do a lot of building with OpenAI Assistants/Agents and I'm not sure you'll get great results with this approach (though obviously it depends on the depth of your prompt and what kind of results you are looking to get). IMO, what you are going to get back will be very surface level and not so interesting. In theory, you could supply data to ChatGPT and have it calculate Win-Rate, but it won't tell you WHY the win-rate is going up or down or how to fix it. There would be so much more data/steps/context needed for truly useful insights. I think the best approach is to use AI to cut down on the time it takes to do the analysis, which should open your time up to think about the talking points. But, again, this is just my experience and maybe you or someone else has a better approach then I've tried.
I'm working on something now that takes win/loss data, the competitors who we were up against, and if we lost the competitor that we lost to and reasons to create an analysis of why we lose to certain competitors. My goal is to have new data piped into the analysis every week, or every 50 new lost leads to update a report for our product marketing teams. Happy to collaborate.