# Workflow design help (using APIs and AI) **URL:** \ **Category:** Ask for Help\ **Tags:** call-api\ **Created:** [December 16, 2024, 12:09am UTC](https://community.glideapps.com/t/workflow-design-help-using-apis-and-ai/78619 "2024-12-16T00:09:13Z")\ **Posts on this page:** 6\ **Page:** 1
**Author:** ![blairrorani](https://sea2.discourse-cdn.com/flex002/user_avatar/community.glideapps.com/blairrorani/32/43426_2.png) [@blairrorani](https://community.glideapps.com/u/blairrorani)\ **Post date:** [December 16, 2024, 12:09am UTC](https://community.glideapps.com/t/workflow-design-help-using-apis-and-ai/78619/1 "2024-12-16T00:09:13Z")
I’m hoping to get some feedback on my approach to solving a client’s problem using Glide and specifically my current workflow. Goal: I can press a button and get a list of leads I can call. Yes that sounds easier said than done 🙂 Here is the detailed version: Client sells non-gmo food ingredients. 1. Specify an product category, e.g. energy drinks 2. Provide a URL and search for similar companies using the keyword “energy drinks” (via exa.ai Find Similar API) 3. Get specified number of websites that match query along with sub-pages from top-level domain based on “list company location, products and ingredients” as response. Result could be …com/our-products or …/store or it could be that each category of product has it’s own sub-page, e.g. …com/jelly-lollies, …/sauces… 4. **Click a button!** 5. Enrich the org data (using Apollo API) 6. Use AI to check for the most likely place to start looking for products and their ingredients. Example: chobani.com.au/our-products, however depending on the site structure, this page may not be obvious or it might just be …com/ 7. Use Apify’s API to crawl the specified URL (that is most likely to contain product and ingredient info), call a Glide webhook and request data as JSON which is stored in a glide column. 8. Use AI to read this response and identify a list of products and their ingredients. 9. Take the non-gmo ingredient list my client sells and compare it to the crawl data/ingredients, and get a **list of ingredient categories that a client uses** , e.g. sweetners, starches, protein powder, as well as **“[non-gmo ingredient] used in [client’s product, e.g. snack bar”** so the sales rep knows what to discuss with lead. Using AI for this vs. logic, but I think I’d need to split data into arrays to get the lists I need. 10. Find any people in specific roles at the lead company, e.g. R&D (using Apollo API) 11. Find any news or other info about the company that could be a hook or opening discussion point, including any companies that the person worked at previously that my client has also worked with, based on organisation names in Pipedrive. 12. Create a summary in Glide for each call using all the inputs above. 13. Allow for call summary notes 14. Generate follow-up email, edit and send using a Glide action. 😮‍💨 And that’s it! Steps 4…12 are executed via a workflow that is triggered at the push of a button. I’m most interested in feedback on the AI-powered steps especially: 6: Not all website structures are the same so my prompt needs to account for this and fall-back to the high-level domain if nothing suitable is found, maybe a confidence score is needed in prompt? 8: Not as hard as my prompt returns JSON, 9: Hardest and most crucial: I need to know which ingredients to discuss and which product the lead will use the ingredient in, e.g. sweetners (used in Jelly lollies) and to get output in a form I can use to display lists. I’m thinking these prompts might need to be document to text or something other than generate text but open to suggestions. ![Screenshot 2024-12-16 at 11.02.25](https://us1.discourse-cdn.com/flex002/uploads/glideapps/original/3X/a/c/aca6a96a4bbe55b625523d8de560ef0df8a7966d.png) Here is a screen showing the steps broken down so I can trigger and test each step in the workflow, but they are actually all triggered by a **Research** button one screen up from this one. ![Screenshot 2024-12-16 at 11.03.16](https://us1.discourse-cdn.com/flex002/uploads/glideapps/original/3X/c/5/c57cdfae398f6f81f0634102fdda318bf20f6852.png) I guess the final state will be that once the research step has been completed and the summary generated, then the status and/or button will update or be hidden and replaced with “View call summary” or similar. Yes there are a lot of steps, but each one on its own is reasonably straight forward. As with all AI-powered workflows, getting the right data in and outputs out is key which is what I’m hoping you can share your collective wisdom on. Thanks!!! ---
**Author:** ![ThinhDinh](https://sea2.discourse-cdn.com/flex002/user_avatar/community.glideapps.com/thinhdinh/32/49_2.png) [@ThinhDinh](https://community.glideapps.com/u/ThinhDinh)\ **Post date:** [December 17, 2024, 1:09am UTC](https://community.glideapps.com/t/workflow-design-help-using-apis-and-ai/78619/2 "2024-12-17T01:09:00Z")
Sounds like a nice flow. Most likely the part you will struggle most is the sub-pages. I understand it’s a must to try to pull all products and ingredients to match what your client is trying to sell? ---
**Author:** ![blairrorani](https://sea2.discourse-cdn.com/flex002/user_avatar/community.glideapps.com/blairrorani/32/43426_2.png) [@blairrorani](https://community.glideapps.com/u/blairrorani)\ **Post date:** [December 17, 2024, 2:32am UTC](https://community.glideapps.com/t/workflow-design-help-using-apis-and-ai/78619/3 "2024-12-17T02:32:07Z")
Yes, it is to automate the manual research required to find products and ingredients usually on a website. Any suggestions? ---
**Author:** ![blairrorani](https://sea2.discourse-cdn.com/flex002/user_avatar/community.glideapps.com/blairrorani/32/43426_2.png) [@blairrorani](https://community.glideapps.com/u/blairrorani)\ **Post date:** [December 17, 2024, 7:18am UTC](https://community.glideapps.com/t/workflow-design-help-using-apis-and-ai/78619/4 "2024-12-17T07:18:48Z")
I think the only reliable option is to crawl an entire website and then use AI to find their products and associated ingredients. I have run into the product page having different names like menu, recipes, solutions, catalogue etc because food and bev manufacturers all have slightly different offerings. ---
**Author:** ![blairrorani](https://sea2.discourse-cdn.com/flex002/user_avatar/community.glideapps.com/blairrorani/32/43426_2.png) [@blairrorani](https://community.glideapps.com/u/blairrorani)\ **Post date:** [January 25, 2025, 6:20am UTC](https://community.glideapps.com/t/workflow-design-help-using-apis-and-ai/78619/5 "2025-01-25T06:20:29Z")
Update: - Using Lindy.ai agent workflow thingy to do web research (produces really good results) - Trigger webhook to send data back to Glide formatted as JSON - Solve everything else by calling the CRM and other enrichment APIs - Summarise using Glide AI Working so far. ---
**Author:** ![ThinhDinh](https://sea2.discourse-cdn.com/flex002/user_avatar/community.glideapps.com/thinhdinh/32/49_2.png) [@ThinhDinh](https://community.glideapps.com/u/ThinhDinh)\ **Post date:** [January 25, 2025, 10:59am UTC](https://community.glideapps.com/t/workflow-design-help-using-apis-and-ai/78619/6 "2025-01-25T10:59:25Z")
Thanks a lot!