Automate help article creation with Zapier using Tella's API 🚀

Hey there.

I'm Johnny and I run operations at Tella.

One of my responsibilities is making sure Tella's help center is up to date.

And with the release of Tella's public API, I'll show you how to automate the creation of help articles from videos that record in Tella using Zapier.

All right, so let's get started.

So the first thing you'll want to do is create a new zap.

So on the left hand side you're going to click Create Zaps.

And from here I'm just going to walk through kind of what my thought process is of when I want this app to trigger.

So essentially I want to add video to a playlist that contains the name Help Center.

And whenever that happens I want to fetch the video's transcript, use that transcript in an AI step to help me write the Help center article and then ask me to review it by sending me a slack notification So the first thing I would do to build this is select a trigger.

So I'm going to select a Tella trigger and here I'm going to only trigger this event when video is added to a playlist.

And actually I've connected my Tella account to Zapier already.

But if you haven't, you just need to simply click on this and then click connect a new account.

It'll then bring you to this page, just log into Tella.

So I'm just going to continue with Google, select my Google account and then select the organization that I want to associate this trigger with.

So it's going to be the main Tella organization and then it's going to just bring me back to Zapier.

So once we're back into Zapier we can click Continue and then we will want to test this trigger and we'll see that it pulled some sample data of a playlist that I have the playlist name which is called another test when the video was added to the playlist, the video's ID and the video's name.

So I'm just going to continue with this record and the next step I want is a filter step because I only want videos added to a playlist that contains Help center to run this workflow.

If it doesn't, I don't want it to run this workflow.

So I'm going to for only continues if I'm going to select playlist name condition is going to be if it contains and then Help center and then I'm just going to continue.

So we can test that out.

As you can see if you recall our playlist name initially triggered is called another test.

So this would have, this app would not have continued if I was just given this playlist.

But if I close out of this and I go back into Tella and then I click Continue and edit this record.

Let's say to make the playlist name contain Help center sharing for example and then continue with selected record.

Go back here, retest filter this zap would have continued because the help the playlist name contains Help Center.

So I'm just going to click Continue from here and now I am going to fetch the video transcript.

So I'm just going to go search for Tella again select Tella.

The action event I would want to use in this case is Find Video which finds a video by id.

Going to click Continue here and for video ID I am actually going to have a custom value and I hit this plus button for custom mapping I'm going to reference the video ID here used in the trigger and successful.

If no search results are fine, I going to stop this app.

In this case if multiple search results are found which shouldn't happen, it's going to just pick the first one which is fine.

So I'm going to click Continue and then I'm going to click Test step which is fetching the details of this video for me.

So it fetches the video id, the name, description, the number of views it has, aspect ratio, a lot of things about the video essentially.

And the part we care about is the transcript.

So we can see that the transcript status is ready.

The transcript language is English and the transcript text is what's wrong with my camera now please work.

so this is exactly what we want.

And then we're gonna close out of this and we're gonna add another step and that's going to be an AI step and we're going to select right and from here you can select the model, the AI model you want to use.

For this I'm going to actually select Google's 2.5 flashlight model that is provided for free through Zapier.

And in the input fields I'm going to click this, plus button for field mapping and then I'm going to go into step three which is fetching the details of my video and I'm going to look for the transcript text.

So this is what I want the transcript text and click save here.

Knowledge sources.

This is like helpful if you want the AI to reference this.

So possible idea is like giving the knowledge sources help articles you've written and that will Help it tailor the help articles to sound like the help articles that you've previously written.

So I'm actually going to do that.

I'm going to help.tella.com and I'm just going to look for a help article that I want to use as an example.

So let's say I want to use comments as an example.

I'm going to copy just the text that I have here and then go back into Zapier.

Use notion and assign into notion.

Access.

And then type.

It's going to be a page and I'm actually going to create the page really quick.

I'm going to refresh results and I'm going to select this comments help article.

I'm going to create that and that's added to my knowledge sources for this AI step.

So now we're just going to edit the prompt of the AI step.

So you can see Zapier has already generated some default writing prompt for us.

we can adapt this and I'm going to generate from prompt which will automatically generate some outputs that Zapier determines from the prompt I just wrote.

So it's going to include the article title, video transcript, tone styles.

So we're going to want to modify some of these.

we just want article body text and it is required the body of the help article.

And then I'm just going to have Zapier also help improve the prompt.

Click Improve prompt because it's determining that currently This sounds good to me.

I'm going to generate a preview.

This article or this video that I'm actually referencing Doesn't have the most detailed transcript.

So the AI is probably having a little bit of a harder time out what to actually include which it looks like in this case it actually did pretty decent.

So I'm actually just going to finish here and then I actually want a human in the loop step because I want to actually review this help article before it is published to our help center.

So I'm going to click request approval please review the following help article and it's going to be I'm going to reference the AI step the article title.

article body going to again reference that body.

approve label approved decline stop the run.

Yeah if it declines let the viewer.

Yes, I want that and I want this to be sent via Slack and.

Actually connect my Slack account Then for message type.

I want this to be sent to a user and I want this to be sent to me.

sun preview.

I also have it sent to me reviewer.

It could be anyone actually Continue test and sent a test and then, the next step is just connecting to whatever help, center you have.

Plain is ours, but it's actually not on the zapier list.

So I'm actually going to set up a custom, HTTPs request to their API.

but if you use like Zendesk or something else, you can also do that.

But for this purpose, this video, I'm not going to go through setting up the API for Plain.

That's what I'll do offline.

So let's actually go and now publish this zap, and test it.

All right, so now that it has been published, let's go back to our, Tella account.

And then I am going to add this Resetting Tella password to our, Help center account playlists.

And then I'm going to go back into Zapier, go to the run history refresh, we can see the, workflow ran and actually sent me a Slack to review.

So let's check Slack.

All right.

And now I can see that I got a message from Slackbot telling me to review this help article.

So I click Review step.

It'll actually open a new, tab for me that will bring me to go in and review this.

I can go in and edit, approve or decline it, and then it will continue to run.

I haven't hooked up the help, center creation part of it, once I do, if I approve, it'll create the Help Desk article.

If I decline, it won't.

Hope you enjoyed this video.

If you need any support, feel free to reach out.

Thanks.