Data Workflows To Save You Time

Welcome to The Workflow!

Welcome back to another edition of The Workflow, where we explore the latest in the world of workflow automation. Today, we're going deep into all things data. We’re going to review three data tools that can save you time, walk through how to develop an internal request management workflow, and finally, provide you with a mega AI prompt for data labeling. Let’s dive in!

Today’s Topics

• Three data tools to save you time

• Workflow of the week: internal request management

• Prompt of the week: data labeling

• Workflow automation news

• Workflow Tweet of the week

Read time: 8 minutes

Three data tools to save you time

Managing and cleaning data can be an absolute time suck. Inconsistent data formats, duplicate entries, and incomplete records can create a labyrinth of inefficiencies, leading to inaccurate insights and flawed decision-making. But we have some tools to help you with this. We’re going to walk through three data tools you can try to take your data processing, management, and analysis game to the next level.

Coefficient: Your Google Sheets AI copilot

Coefficient is one of our favorite new data products. They’ve harnessed the power of ChatGPT and have brought AI-powered formulas directly into your spreadsheets. It’s a plugin that works in Google Sheets, and with their custom formulas, you can do things like classify, tag, summarize, format, and map data directly in your spreadsheet. For example, if you wanted to tag a list of data, you could create a column with their formula =GPTX_TAG(text, tags) and it’d automatically tag your data with the proper tags—no vlookups needed! It can also auto-generate charts and graphs based on your data as well.

Recommended workflow: Cleaning, formatting, and tagging data in Google Sheets.

Julius AI: The ChatGPT of data analysis

Julius AI is an AI-powered data analyst. It started as a standalone chatbot experience where you could upload your data and ask it to do pretty much anything—create charts and graphs, summarize the data, find insights across your datasets—and recently, the Julius AI team has released workflows, which allow teams to automate these data workflows in bulk and create multi-step processing automations.

Recommended workflow: Data analysis, data manipulation (e.g. combine two CSVs), and complex data cleaning workflows.

Airtable: Build internal data applications

Airtable is a no-code database and internal app-building tool. And we have to admit, it’s probably one of our favorite tools. If you’re looking to do more than just reporting and analysis with your data, and have it power collaborative workflows and interfaces, then you’ll want to check out this tool. You can easily create relational databases, develop drag-and-drop collaborative interfaces on top of them, automate integrations with Airtable’s workflows, and so much more.

Recommended workflow: Developing data-powered internal applications and central data storage.

Build an internal request management application

In our workflow spotlight this week, we’re going to build an internal request management application with Airtable. This workflow can be used by marketing teams fielding requests from internal partners, by product teams fielding feedback from other employees, and more.

Here’s the high-level workflow on how to build this with Airtable:

• Create an Airtable request form (and share it with your partners)

• Create a Requests table in Airtable to store form submissions

• Create an Assignee table in Airtable with your team members

• Link the Requests and Assignee table with a lookup field

• Create a public Airtable Interface with a Kanban board visualization so partners can see where requests are in your queue and who’s working on them

• Create an email automation with Airtable Automations to automate communication between you and your partner teams

• Create a private Airtable Dashboard Interface to track metrics on your process (e.g. time to complete, tasks per employee, etc).

Prompt of the week: data labeling

We’re adding a new prompt of the week section to The Workflow. The goal is to help improve your AI prompting across a variety of workflows. To fit this week’s data theme, check out the below prompt to automatically label your datasets. You could add this prompt into a Zapier workflow or modify it to use with a file upload in an AI chatbot experience.

You are tasked with tagging a piece of content using a provided list of tags. Your goal is to accurately identify and apply relevant tags to the content.

Here is the list of tags you should use:
<tags>
{{TAGS}}
</tags>

Here is the content you need to tag:
<content>
{{CONTENT}}
</content>

Your task is to analyze the content and assign appropriate tags from the provided list. Each tag should be relevant to the themes, topics, or key elements present in the content.

Follow these steps to complete the task:

1. Carefully read through the entire content.
2. Identify the main themes, topics, and key elements in the content.
3. Compare these identified elements with the provided list of tags.
4. Select the most relevant tags that accurately represent the content.
5. Apply the chosen tags to the content.

Present your output in the following format:
<tagged_content>
[Original content in one columns with tags listed in a corresponding column]
</tagged_content>

Additional guidelines:

- Apply tags to the smallest relevant portion of the content.
- If a larger portion of the content fits under a more general tag, you may use nested tags.
- Do not create or use any tags that are not in the provided list.
- If you believe a relevant tag is missing from the list, do not add it. Only use the tags provided.
- If no tags from the list are relevant to the content, output "No relevant tags found" for that item.

Proceed with tagging the content using the provided instructions and format.

Workflow automation news

• Airtable’s new Cobuilder unlocks instant no-code app creation: You can now describe what you want in words, and Cobuilder takes your idea from concept to reality, generating a customizable application in seconds. This means you can easily build and customize intuitive internal apps much faster.

• OpenAI announces SearchGPT: Step aside Google. OpenAI is making a play to be the next leader in web search with their recent prototype launch of SearchGPT, which has new search features, like real-time sources and visual results, to make getting questions answered even easier.

• Blaze 2.0 launches to make marketing easy: Blaze uses AI and automation to scan millions of online signals to help modern companies target the right potential customers as soon as they show interest.

Workflow Tweet of the week

Ways To Connect

1. Ask a Workflow Question: Submit a workflow question, and I’ll answer it in a future edition or respond to you directly.

2. Get Featured: Are you automating personal or business workflows? If so, I’d love to feature you in The Workflow! Reach out with your workflow, automation tip, or related content.

3. Book a 1:1 Call: Grab time with me to discuss all things automation, whether it’s specific automations for your business, AI and no code tool recommendations, or whatever you’re looking for help with.

4. Work With My Agency: Do you work at an AI, no code, or SaaS startup? Are you looking to better educate your users? Find out how Onboard can help put your user education on auto-pilot.

Thanks for reading!

Garrett from The Workflow

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