How to Upload and Process Files in OpenAI with Make.com (100% Automated)

Introduction

If you're someone looking to upload and process files with OpenAI, you're in the right place. In this article, I will guide you step-by-step on how to upload files, process them, and delete them if necessary. Stick with me until the end to gain a comprehensive understanding.

Introduction: Automating File Processing with AI

Hello everyone, my name is Yashika Jen, the founder of Automates AI. At Automates AI, we develop automated systems for businesses that harness the power of artificial intelligence. One crucial aspect of these systems is file processing, which we frequently utilize in nearly every automation. Given its importance, I've decided to create a tutorial on this topic, as many others might also need these capabilities in their automation processes.

Setting Up Your Automation

Software Requirements

For this automation, we will use Make.com. You can find the link in the description below. We leverage Make.com for creating automation workflows, and there's even a free plan available! We'll also use the OpenAI API for AI functionalities. You’ll need to sign up at opena.com, and enable File Search.

Setting Up the Vector Store

Navigate to the Vector Store section.
If you don't have one, click on the Create button and provide a name for it (e.g., My GPT Vector Store).
Make sure to remember the Vector Store name for later use.

Automating File Upload and Processing

Triggering the Automation

The automation is designed to be 100% automated, running on a trigger and action basis.

Go into Make.com and set up the Google Drive trigger to watch a specified folder for new files.
Select your Google Drive account and choose the folder you want to monitor.

Downloading and Uploading Files

To ensure compatibility with OpenAI, we will convert files to PDF:

Once a file is detected, you’ll download it to convert it into a PDF format.
Utilize the OpenAI module to upload the file. Connect your OpenAI account and input your API keys.

Adding Files to the Vector Store

After uploading the file, select the Add files to Vector Store option in OpenAI.
Ensure that you select your previously created Vector Store and map out the file ID from the previous actions.

Processing the File

Now it’s time to send a message to your assistant instructing it to process the uploaded file.
Choose the assistant you created, select the role as "user," and provide a brief command stating that the file was uploaded and needs analysis.

(Optional) Deleting the File

To keep things tidy, you may want to delete the file after processing:

Select the HTTP module to make a request to delete the file from the Vector Store.
Fill in the required API URL, method as DELETE, and provide necessary authorization with your OpenAI API key.

Creating the Google Document

Finally, use the processed information to create a new Google Document summarizing the analysis:

Specify the document name, format it as needed, and include the response from OpenAI.

Conclusion

You have now successfully set up an automated system for uploading and processing files with OpenAI using Make.com. This can efficiently streamline your workflow, especially for tasks requiring data analysis.

Feel free to drop any questions in the comments below, and don’t forget to check out my affiliate link for Make.com in the description if you're interested in building your own automation. Thank you for your time and have a great day!

Keywords

OpenAI
Make.com
File Processing
Automation
Google Drive
Vector Store
Assistant
API

FAQ

Q1: Do I need to have coding skills to set this up?
A1: No coding skills are required. The process can be handled through a user-friendly interface in Make.com.

Q2: Is there a cost associated with using Make.com or OpenAI?
A2: Make.com has a free plan available, while OpenAI may have usage charges depending on the API usage.

Q3: Can I automate this process for multiple files?
A3: Yes, you can adjust the automation setup in Make.com to accommodate processing multiple files.

Q4: What type of files can I upload?
A4: While various file types can be uploaded, it's recommended to convert them into PDF to ensure compatibility with OpenAI.

Q5: Can I reuse the Vector Store?
A5: Yes, you can create and manage multiple Vector Stores according to your needs for different projects.