Forum Discussion
End goal is to be able to ask chatgpt any kpi's such as profit margin for the day, specific crew revenue generation, ie give chatgpt full access to the data so I can ask it any questions I need. Copilot is terrible at giving this information even though its already integrated into the account. I'd like to flow from Jobber-Zapier-google sheet-chatgpt. Right now if I want to know what my profit margins were for my mowing routes the 2 crews did for the day I have to manually add up the line item price for the services we did, do a bunch of manual calculations etc its very time consuming. I'd love to just be able to ask chatgpt what the revenues, margins etc where for daily, monthly and annually.
- Randy_Warner14 days agoContributor 4
Hey evista0120! I think this is a great goal. Unfortunately there aren't any "off the shelf" solutions yet. The core concept that you are referring to here will need to use a method called Retrieval-Augmented Generation (RAG). In short, this is where your question would be used to retrieve specific, relevant data from your business database, and then that data would be provided to the LLM (OpenAI/ChatGPT) as context for generating the final answer. This is totally possible to achieve with a few solutions however the initial investment wouldn't be a small one.
My guess is that you would regularly be asking the same questions. In my experience a solid dashboard with the KPIs that matter to you and dynamic user inputs for things like dates, users/crews, etc. could deliver the same information for a fraction of the cost.
Back to your original point though, I've often thought it would be fun to create an Alexa app to connect to your database for a similar experience as you have described although I'm not sure what the overall demand would be for a solution such as this.