Connect Gemini AI to SmartSuite
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Daniel Mirwis
I am using Gemini AI as a Google Workspace user and would like to connect it to SmartSuite as the AI assistant. This integration would enhance my workflow by allowing seamless interactioninteraction between the two platforms. It would be beneficial if this feature could be developed to improve efficiency and productivity.
Jon Darbyshire
Daniel Mirwis .Please see my comment above in my reply to Rob is what we are working on now. I don't think that this covers your specific request as I think you are requesting the ability to have an Chatbot type of feature where you can ask questions about the data in a solution or series of solutions. Can you please confirm if I am correct.
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Daniel Mirwis
Jon Darbyshire my original request from 2024 was when you released the SmartSuite AI Assistant which you need to connect to your own OpenAI via API. I am already working with Gemini so would have liked to have been able to connect the embedded Assistant to Gemini rather than OpenAI.
The AI Assist Action that you are referring to is another level :)
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Rob Tilley
Given the popularity of OpenAI is there a way we could link directly to OpenAI without having to program an API. We have HIPAA secure data and have a BAA with OpenAI but we cannot use Make, Zapier etc since they do not offer HIPAA security.
Jon Darbyshire
Rob Tilley: We are working now on an AI Assist Action in automations that will likely provide the capability you are requesting. This feature is in early beta and allow you to select from a series of AI models. The results of the AI action can then use used in following actions. We are 6-8 weeks away from moving this to Beta. If you would be willing to share more about your specific use case, we can review and let you for sure if this is covered if what we are working on.
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Rob Tilley
Jon Darbyshire We have the following use cases:
- Upon receipt of Medicaid funding authorization documents which contain HIPAA protected information we would like to "scrub" the documents using OpenAI per a set of completion criteria that must be met for the authorization to meet federal standards. This would return a checklist of met and unmet criteria to a text field.
- We would like our behavior professionals (psychologists) to be able to ask clinical questions to assist in creation of assessments and plans (probably not HIPAA secure required)
- We would like our final analyses and plans to be "scrubbed" by AI to determine whether they meet completion criteria as defined by state rules and practice standards.
Vasken was able to make a "scrub document" button with a text field return that accomplished task 1 but Make (the pass through automation) is not HIPAA secure, so we cannot use it.