Custom GPT With Document Archive and Ongoing Sync
To avoid confusing the AI model, we created separate GPTs for documents vs. emails. We received documents in 10+ file formats including PC and Mac formats, Evernote exports, and access to a Google Drive with more files that would also be continually updated. Many of the PDF files we received were images with scans of text including handwritten notes. First, we converted all of the files into one standard format. For image-based PDFs, we used an AI model with vision to OCR the text (this turned out to be far more effective than attempting to use actual OCR techniques). Then, we chunked all the data and uploaded it to Supabase with vector embeddings, built an n8n API layer to retrieve the data, and set up a custom GPT with access to the n8n tools.
Custom GPT With Access to Email Archive
We were provided with massive email archives in different formats: from Outlook, Mac Mail, Gmail, and more. The client didn't know if there was overlap between the files. We converted all the emails into one friendly format, de-duplicated them, then built a tool to chunk them and store them in a vector database. Then, we used n8n to build a simple API layer that could query the database. Finally, we crafted a custom GPT with careful prompting and custom tools so it could call these n8n endpoints securely to search and retrieve emails.
Proxy Chatbot
One of the primary ways users can interact with Proxy is with the chat assistant. We built it on the Claude Agent SDK, and they can access it through a chat interface online (using Voiceflow) or by texting the Proxy phone number. The agent has message validators that help constrain its responses, access to numerous research tools that give it access to Proxy data, and a persistent memory that allows it to personalize its approach to each user across platforms. For text messaging, it changes its response style to use shorthand and avoid long, overwhelming messages. Proxy can also check in on users over time proactively and listen to voice messages. It functions as a knowledgeable thinking partner.
