Part 4 Bot Building - When Plans Fail ...Improvise

Part 4 Bot Building - When Plans Fail ...Improvise

Picking up from where we left off: My bot had checked all the boxes but failed to deliver the goods. No new tab. No data. Just my growing frustration and a Google Sheet that refused to cooperate.

Where It Went Wrong:

  1. PDF Uploads: The bot couldn’t retain information when restarted. Every time I walked away, I had to re-upload the PDFs. Ultimately what I wanted but at the testing phase…annoying, but manageable.
  2. Google Sheet Integration: The API worked… except when it didn’t. Creating a new tab dynamically was hit-or-miss.
  3. Free Plan Woes: I burned through my 100 daily credits trying to troubleshoot. My assumption that one step equals one credit? Laughable. Each step used four credits. Goodbye, free plan.

The Pivot:

I realized I needed a simpler solution. Instead of creating new tabs dynamically, I decided to:

  • Manually upload the PDFs (a small sacrifice).
  • Create a fresh Google Sheet for each new run removing complexity.
  • Adjust the API to populate data without requiring new tabs.


Tools That Saved the Day:

  • Relevanceai: Despite the hiccups, it handled the core data extraction like a champ.
  • Google API: Once I figured it out, it was magical (and infuriating).
  • LLM Assistance: For someone who didn’t know about coding, this was my lifeline.


The Result:

After six to eight hours of trial and error, I managed to get a functional process—though not as elegant as I’d hoped. The data moved, the colors appeared, and the dream of operational efficiency survived another day.

But I know I can do better!

So the story doesn’t end here. Spoiler - I pivoted again to a more elegant solution...that worked :)

---------------------------------

As a CEO or business owner of a $3M+ company, are you:

?? Looking to streamline operations for smoother scaling? ?? Frustrated with profit leak, bottlenecks & constant firefighting in your business? ? Interested in a fresh perspective on maximizing your business value?

DM me—I’d be happy to share one clear solution to any operational or efficiency challenge you’re facing right now. Let’s connect and discuss how to drive impactful results.

Visit our website to learn more: www.scalinggrp.com/

Carlos Meza

Business Scaling Specialist | 2x Tech CEO | Helping founder led companies operationalize and scale their business | Growth Focused | B2B Sales & Marketing Leader

2 个月

It is very impressive that you got this far. Thanks for sharing your journey specially with a humor spin to it.

It’s great to see the persistence pay off, even through the setbacks! It’s these "aha" moments that lead to breakthrough solutions. It’s clear that your ability to pivot and adapt has led to progress, and I can’t wait to see how this next iteration works out. Keep pushing the boundaries!

Tim Kneller

Helping investors make great returns and solving property problems for landlords and people who want to sell their property fast.

2 个月

Perseverance certainly paid off in the development of this bot. It seems that what you have here is a prototype and further refinement will give you a nicer and cleaner outcome. I look forward to seeing what happens next.

Zoe Shinkins

Specialising in Designing Energy Efficient Buildings | Reducing CO2 & Energy Costs | Creating a Sustainable Business | Helping You on the Road to Net Zero & Beyond !

2 个月

A great story of perseverance - really is the secret of all triumphs !

Troy Hipolito

Add an Additonal $10-$30k Monthly | Build Multichannel Systems, Proven Strategies, & Training via | Our 90-day Client Acquisition Program | For Coaches, Consultants & B2Bs with High-Ticket Offers | Inventor of Skoop SaaS

2 个月

Fantastic perseverance, Susan! Your post perfectly captures the iterative, often frustrating, but ultimately rewarding journey of bringing a project to life. Looking forward to Part 5!

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