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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Action Item" from Workboard.

Add your action

An action happens after the trigger—such as "Analyze Images" in ChatGPT (OpenAI).

You’re connected!

Zapier seamlessly connects Workboard and ChatGPT (OpenAI), automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Action Item
Triggers when you select an action item on Workboard and push it to your Zap.
Trigger
Instant
Try It
- Goals by team
- Team
- Goals by me
Trigger
Instant
Try It
New Meeting
Triggers when you create a team meeting or 1on1 meeting on Workboard.
Trigger
Instant
Try It
- Team Name
  Required
- Company Name
  Required
Action
Write
- Workstream
- Description
  Required
- Note
- Due date
- Owner
- Assignee
Action
Write

- Message
- Images
  Required
- Max Tokens
Action
Write
- Text to Be Analyzed
  Required
- Model
  Required
- Analysis Type
  Required
- Info_1
- Temperature
- Top P
Action
Write

- Message
- Model
  Required
- Use Latest Stable Version
- Memory Key
- User Name
- Assistant Name
- Assistant Instructions
- Max Tokens
- Temperature
- Top P
- Info_2
Action
Write
- Text to be classified
  Required
- Categories
  Required
- Model
  Required
- Max Tokens
- Temperature
- Top P
Action
Write
- Model
  Required
- Name
- Action Item Description
- Instructions
- Tools
- New Files
- Existing Files
- Vector Store
- Metadata
Action
Write
- File
  Required
- Prompt
- Response Format
- Language of the Audio
Action
Write
- Prompt
- Model
  Required
- Action Item Description
- Values to Extract
  Required
Action
Write
- Prompt
- Model
  Required
- User
Action
Write
- Text to Be Summarized
  Required
- Model
  Required
- Max Tokens
- Temperature
- Top P
Action
Write
- File
  Required
- Prompt
- Response Format
- Temperature
Action
Write
- Name
- Recipient Email
  Required
- From Name
  Required
- Prompt
- Tone
  Required
- Body Type
  Required
- Info_3
- Model
  Required
- Max Tokens
- Temperature
- Top P
Action
Write
- Name_to_search_for
  Required
Action
Search
- Query
  Required
- Documents
  Required
Action
Search
- Filename To Search For
  Required
- File_purpose_to_search_for
- File
  Required
- Purpose
Action
Search or write

- WorkStream
  Required
- Tag
  Required
- Action item
Trigger
Instant
Try It
- Team
Trigger
Instant
Try It
New Workstream
Triggers when you select a workstream on Workboard and push it to your Zap.
Trigger
Instant
Try It
- Team
- WorkStream
  Required
- Workstream objective
  Required
Action
Write
- Metric
  Required
- Metric Data
  Required
- Metric Type
  Required
Action
Write
- Message
- Images
  Required
- Max Tokens
Action
Write
- Text to Be Analyzed
  Required
- Info_1
- Max Tokens
- Model
  Required
- Temperature
Action
Write
- Copy
- Model
  Required
- Text to be classified
  Required
Action
Write
- Model
  Required
- Message
- Instructions
- Memory Key
- Images
  Required
- File_clarification
- Files
- Max Tokens
- Temperature
- Top P
- Tools
- Response Format
- Tool Choice
- Info_2
Action
Write
- Message
  Required
- Assistant
- Assistant Name
- Assistant_instructions
- Model
  Required
- Tools
- Memory Key
- New Files
- Existing Files
- Response Instructions
Action
Write
- Name
- New Files
- Existing Files
- Metadata
Action
Write
- Prompt
- Model
  Required
- Action Item Description
- Values to Extract
  Required
Action
Write
- Info_1
- Info_2
- Model
  Required
- Prompt
- Temperature
- Max Tokens
- Stop Sequences
- Top P
- Frequency Penalty
- Presence Penalty
Action
Write
- Info_1
- Info_2
- Model
  Required
- Input
  Required
- Voice
  Required
- Response Format
- Speed
Action
Write
- File
  Required
- Purpose
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Filename To Search For
  Required
- File_purpose_to_search_for
Action
Search
- Name_to_search_for
  Required
- Model
  Required
- Name
- Action Item Description
- Instructions
- Tools
- New Files
- Existing Files
- Vector Store
- Metadata
Action
Search or write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Workboard and ChatGPT (OpenAI) to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate ChatGPT (OpenAI) on the Zapier blog

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About Workboard

Workboard is the team performance app managers choose for themselves: goals, priorities, actions, reports and feedback aligned in one easy app.

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About ChatGPT (OpenAI)

ChatGPT is an AI tool built by OpenAI that enables conversational automation.

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