This is a process for emailing a proposal to a customer after reviewing it.
The creator registers the proposal file and email address.
By attaching an image file of the proposal, it can be reviewed by AI (ChatGPT).
After a human review, it can be emailed to the customer.
Worker (#of Swimlane: 2)
Sales Department
Review Organization
Assigned to all members of the specified organization.
Business Flow (Complexity of Workflow: 15)
11. Creation/review request
The proposal creator will register the items required for creating and reviewing the proposal. (The proposal file is assumed to be in Google Slides.)
31x. Review response and confirmation
The proposal creator will refer to the review results and take appropriate action.
22-1. Review
Reviewers will review submitted proposals.
152-2. Re-review
The reviewers will review the resubmitted proposal.
36x1. Review preparation
The workflow platform prepares the data required for the ChatGPT review.
33x2. ChatGPT Image Review
The workflow platform will ask ChatGPT to review the proposal (image).
10x3. Set Subject
35x4. Review preparation
The workflow platform prepares the data required for the ChatGPT review.
34x5. ChatGPT Image Review
The workflow platform will ask ChatGPT to review the proposal (image).
Business Process Variables (#of Data Item: 19)
Company Nameq_corp_name19
Name of the company to whom the proposal is submitted, to be used at the time of submission
Department Nameq_div_name20
The name of the department to which the proposal is submitted. This will be used when submitting the proposal.
Operatorq_person_name21
Name of person to whom the proposal is submitted, used at the time of submission
Operator Email Addressq_person_mailaddr22
Email of person to whom the proposal is submitted, used at the time of submission
Proposal: Titleq_original_proposal_title5*
Proposal title (same as proposal file name)
Proposal: Fileq_proposal_file23*
Proposal: Image File (for AI review)q_proposal_image15
Images sent during AI review are stored
AI Review Requestq_prompt29
Stores the prompts requested during AI review
(See Notes for the initial prompt values)
AI Review Resultsq_completion16
The results of the AI review are stored
Main Target Categoriesq_target_department8*
Appropriate departments to propose to
Main Target Industriesq_target_industry9*
Keywordq_keyword3
Characters used in the proposal document that indicate the characteristics of the proposal. (Comma separated, multiple entries allowed)
This archive contains the BPMN icons that are not available in the Basic edition.
Notes
As of 2024-11-19, only image files can be attached to OpenAI ChatGPT: Chat, so you will need to convert your creation into an image file and attach it. In the future, it is expected that the number of file types that can be attached will increase, making conversion to an image file unnecessary.
Example prompt for AI (ChatGPT) integration
The attached image is a draft proposal for business improvement.
Please evaluate from the following perspectives and provide suggestions for improvement.
・Is it easy to read?
・Are there any errors or misleading parts?
・Are there any statements that are leaps in logic?
・Do the before/after images accurately express the related content?
・Is there consistency with the contents described in the proposal outline?
- Do you think the contents of this proposal are logically consistent? If there are any inconsistencies, please point them out in detail.
- Do you think the images and text work together appropriately? Please point out if the images complement the text or if there is any redundancy.
- Please let us know how effective the images and text of this proposal are compared to the proposals of competitors. Please let us know if there are any issues or areas that need improvement regarding the consistency of the images and text of this proposal.
- Please evaluate whether the images and text in the proposal are appropriate for the intended target audience, and in particular whether the content resonates with them. Please let us know if the images and text at the end of the proposal are effective in encouraging action, and if there is anything that can be improved.
