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Here are five favorite quick-win automations using Make and the Voiceflow app, leveraging the Tag & Document API functionalities. These automations aim to inspire you and demonstrate the efficiency and potential of integrating Voiceflow with Make to streamline document and tag management processes.
Automated Document Upload and Tagging :
Description : Automatically upload new documents from a specified folder (e.g., Google Drive or Dropbox) to the Voiceflow Knowledge Base and attach predefined tags based on the folder name or document type.
Benefit : Saves time and ensures that documents are consistently categorized and uploaded without manual intervention, increasing organization and searchability.
Scheduled Document Update and Replacement :
Description : Set up a schedule to routinely check and update specific documents in the Knowledge Base. For example, replace outdated policy documents monthly with the latest versions from a designated source.
Benefit : Ensures that the most current information is always available in the Knowledge Base, reducing the risk of outdated data being used.
Document and Tag Synchronization with CRM :
Description : Integrate your CRM system (like Salesforce or HubSpot) with the Voiceflow Knowledge Base to automatically upload client-related documents and tag them with client-specific tags whenever a new client is added.
Benefit : Keeps client information up-to-date and easily accessible across platforms, enhancing client management and personalization.
Tag Management and Notification :
Description : Use a tag management automation that alerts relevant team members via email or Slack whenever a new tag is created or an existing tag is modified. This ensures team awareness and coordination regarding Knowledge Base changes.
Benefit : Improves collaboration and keeps team members informed about changes in document categorization, which could affect workflow or decision-making processes.
Bulk Document and Tag Archiving :
Description : Create an automation to archive and detach tags from documents that haven't been accessed or updated in a specified period. This can be triggered on a quarterly basis to keep the Knowledge Base lean and relevant.
Benefit : Helps maintain a clutter-free Knowledge Base by archiving outdated or irrelevant documents, ensuring users can quickly find current and necessary information.
These automations highlight the potential for enhancing efficiency and organization within the Voiceflow Knowledge Base using Make. They cater to high-demand scenarios where document management and categorization are crucial for productivity and accuracy.
Actions
Attach a KB Tag to a Document
Attaches a knowledge base tag to a document.
Create a KB Tag
Creates a new knowledge base tag.
Delete a Document
Deletes a document from the knowledge base.
Delete a KB Tag
Deletes a knowledge base tag.
Detach a KB Tag from a Document
Detaches a knowledge base tag from a document.
Get a Document
Returns information about a document by it's ID.
Get a KB Tag Label
Retrieves the label of a knowledge base tag by it's ID.
Make an API Call
Performs an arbitrary authorized API call.
Update a KB Tag
Updates the label of a knowledge base tag.
Upload a New Document by URL
Uploads a new document into the knowledge base by using a direct URL.
Searches
List Document Chunks
Returns the chunks of a document in the projects knowledge base.
Search Documents
Retrieves a list of documents based on the search criteria.
Check Your Email.
After submission, you'll receive an email from us with your unique License Key and link to install the app
. Be sure to check your junk/spam. Follow the link inside the email to install the app in your workspace.
Create A Connection.
With the app installed, go to your scenario and add the app module. Here you'll be prompted to Create a connection using your app API key and License Key from our email. That's it! You're ready to automate!
