AI Builder

The AI Builder is a function that allows for conversation with AI, connecting with OpenAI via an OpenAI key, all via the spreadsheet.

AI Builder Properties

AI BUILDER

• OpenAI Key - Enter a key generated by OpenAI. This can be done via OpenAI on their API Platform. Click this link to create your own API key.

• Personality Presets - Select an item from the dropdown to define an AI personality. These options provide pre-canned, editable content for the Personality Description field.

For example: ChatGPT Default -

"You are a helpful and friendly AI assistant. Your goal is to assist users with a wide range of questions, from technical topics to general conversation. You provide clear, engaging, and informative responses while maintaining a professional yet approachable tone."

• Personality Description - Define your own, or edit a pre-canned personality description.

AI personalities can be used to customize the AI chat responses and conversations to fit the specific user experience. For example, you could prompt the AI to respond as if it were a storyteller or an analytical expert, and each of its responses would be adapted to that style.

• Model - Select from the dropdown to specify the OpenAI model used. Choose the 'custom' option to specify your own finetuned model. With custom selected you will need to supply the ID of the fine tuned model.

OpenAI offers many models, each serving a specific purpose. GPT-4.1 and GPT-4.1 mini are the most flexible, which is why they power ChatGPT. o3, o3-pro, and o4-mini deliver advanced reasoning for solving complex problems, while GPT-4.1 nano focuses on speed and affordability. There is certainly a significant amount of overlap in the capabilities of the different models, but generally, one should stand out as the best balance between power and price.

• Temperature - adjust the creativity of the AI model. Ranges from 0 to 2, from least to most creative. The higher the value, the more inconsistent and ambiguous it can be

• Max Tokens - Define the maximum number of tokens that can be used with the AI model.

• Tokens are units of text that AI models use to understand and generate responses.

  • 1 token = ~ 4 characters or ¾ of a word

    • 1 million tokens = ~750,000 words (about a whole book)

    • You can use tools such as Tozenizer to see how units of text are ready by OpenAI

• There are input tokens (your prompt) and output tokens (the model's response)

  • Example: If you send 100 tokens as input and receive 200 tokens as output, you'd be charged for 300 tokens.

• Series - create multiple AI bots with a single function by adding multiple series.

  • Name - Enter a value to name the series

  • Source - Bind to a cell containing the information that is being sent to the AI tool

  • Destination - Bind to a cell that will return the results of the query to the AI tool

• Keep Chat Memory - check this to save all previous chat responses and questions in sent to the AI. This is unchecked by default

• Triggered by - set a trigger for the AI using conditional logic.