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Automatically summarize ServiceM8 job details with AI Agent using Latenode’s visual editor and JavaScript blocks to extract key info, then trigger actions. Scale your intelligent automations affordably by paying only for execution time.
Connect AI Agent and ServiceM8 in minutes with Latenode.
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Create a New Scenario to Connect AI Agent and ServiceM8
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a AI Agent, triggered by another scenario, or executed manually (for testing purposes). In most cases, AI Agent or ServiceM8 will be your first step. To do this, click "Choose an app," find AI Agent or ServiceM8, and select the appropriate trigger to start the scenario.
Add the AI Agent Node
Select the AI Agent node from the app selection panel on the right.
AI Agent
Configure the AI Agent
Click on the AI Agent node to configure it. You can modify the AI Agent URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the ServiceM8 Node
Next, click the plus (+) icon on the AI Agent node, select ServiceM8 from the list of available apps, and choose the action you need from the list of nodes within ServiceM8.
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ServiceM8
Authenticate ServiceM8
Now, click the ServiceM8 node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your ServiceM8 settings. Authentication allows you to use ServiceM8 through Latenode.
Configure the AI Agent and ServiceM8 Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the AI Agent and ServiceM8 Integration
Use various Latenode nodes to transform data and enhance your integration:
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AI Anthropic Claude 3
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ServiceM8
Trigger on Webhook
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AI Agent
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring AI Agent, ServiceM8, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the AI Agent and ServiceM8 integration works as expected. Depending on your setup, data should flow between AI Agent and ServiceM8 (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
ServiceM8 + AI Agent + Slack: When a job is completed in ServiceM8, the AI Agent summarizes the job details and any feedback. If the AI identifies urgent issues, a Slack message is sent to a designated channel.
ServiceM8 + AI Agent + Google Sheets: When a new job is created in ServiceM8, the job data is sent to the AI Agent to extract key insights. These insights, along with the original job data, are then written to a Google Sheet for reporting purposes.
About AI Agent
Use AI Agent in Latenode to automate content creation, data analysis, or customer support. Configure agents with prompts, then integrate them into workflows. Unlike standalone solutions, Latenode lets you connect AI to any app, scale automatically, and customize with code where needed.
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About ServiceM8
Sync ServiceM8 field service data with other apps inside Latenode to automate scheduling, invoicing, and client communication. Use Latenode's visual editor to build custom workflows triggered by ServiceM8 events, avoiding manual data entry. Connect accounting, CRM, and marketing tools, extending ServiceM8's capabilities without complex coding.
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How can I connect my AI Agent account to ServiceM8 using Latenode?
To connect your AI Agent account to ServiceM8 on Latenode, follow these steps:
Can I automatically summarize ServiceM8 job notes using AI Agent?
Yes, you can! Latenode allows you to trigger AI Agent with new ServiceM8 notes. Extract key details and improve team efficiency.
What types of tasks can I perform by integrating AI Agent with ServiceM8?
Integrating AI Agent with ServiceM8 allows you to perform various tasks, including:
What data from AI Agent can I use in my ServiceM8 automations?
You can use any data AI Agent generates, like sentiment analysis or extracted entities, within your ServiceM8 workflows on Latenode for smart routing.
Are there any limitations to the AI Agent and ServiceM8 integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: