Auto Generate Document Summaries Using Pabbly Connect and OpenAI

Learn how to auto-generate document summaries using Pabbly Connect in conjunction with Google Sheets, Google Docs, and OpenAI. Follow our step-by-step tutorial! Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Document Summaries

To auto-generate document summaries using Pabbly Connect, start by accessing the platform. Type the URL Pabbly.com/connect in your browser. Once you reach the landing page, you will see options to sign in or sign up for free. If you are new, signing up will take less than two minutes and you will receive 100 free tasks upon account creation.

After signing in, you will be directed to the all apps page. Click on the ‘Access Now’ button for Pabbly Connect. Once on the dashboard, locate the ‘Create Workflow’ button on the right side. Click it to start the integration process.

2. Setting Up Google Sheets as Trigger Application

In this step, we will set Google Sheets as the trigger application in Pabbly Connect. You need to name your workflow, for example, ‘Google Sheets to OpenAI to Google Docs’. Next, select Google Sheets as the trigger application and choose the event ‘New or Updated Spreadsheet Row’. This event will initiate the workflow when a new row is added or updated in your Google Sheet.

• Select Google Sheets as Trigger Application
• Choose the Trigger Event: New or Updated Spreadsheet Row
• Copy the Webhook URL provided by Pabbly Connect

After copying the webhook URL, go to your Google Sheet. Navigate to Extensions > Add-ons > Get Add-ons and search for ‘Pabbly Connect Webhooks’. Install the add-on if it’s not already installed. Once installed, go back to Extensions > Pabbly Connect Webhooks > Initial Setup. Paste the copied webhook URL and set the trigger column, usually the last column with data.

3. Connecting OpenAI for Summary Generation

Now that Google Sheets is set up, the next step involves connecting OpenAI through Pabbly Connect. Choose OpenAI as the action application and select the action event ‘Generate Content’. Click on ‘Connect’ and create a new connection by providing your OpenAI API key. You can find this key in your OpenAI account under the API section.

Once connected, you will need to configure the parameters for the OpenAI model. Set the AI model to ‘text-davinci-002’ for optimal performance. Specify the prompt for summarization, maximum tokens, and other parameters such as temperature and frequency penalty. Ensure that the prompt clearly instructs OpenAI to summarize the content from your Google Sheet.

• Set AI Model: text-davinci-002
• Define the Prompt for Summary
• Configure Maximum Tokens and Temperature Settings

Click on ‘Save and Send Test Request’ to test the connection. You should receive a summary of the content provided in the Google Sheet, confirming successful integration with OpenAI through Pabbly Connect.

4. Creating Google Docs for Summary Storage

After generating the summary, the next step is to create a Google Doc to store this summary. In Pabbly Connect, add another action step and select Google Docs as the application. Choose the action event ‘Create Blank Document’. Connect your Google Docs account and authorize Pabbly Connect to access it.

Next, you will need to map the document name. Use the title from your Google Sheet as the document name. Click on ‘Save and Send Test Request’ to create the document. After successful creation, you will receive a document ID that will be used in the next step.

Select Google Docs as Action Application Choose Action Event: Create Blank Document Map Document Name Using Title from Google Sheet

Once the document is created, proceed to the next step to append the summary to this document. Select Google Docs again and choose the action event ‘Append Paragraph to Document’. Map the document ID and insert the summary generated by OpenAI.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

5. Testing Integration and Conclusion

To finalize the process, test the integration by adding a new row in your Google Sheet. Ensure that the new content triggers the workflow in Pabbly Connect, generating a summary and creating a Google Document with the summary included. Check the Google Document to confirm that the title and summary appear correctly.

This integration successfully automates the process of summarizing content from Google Sheets to Google Docs using OpenAI with the help of Pabbly Connect. You can now streamline your document summarization tasks with this setup. For any adjustments or troubleshooting, refer back to the workflow in Pabbly Connect.

By following this tutorial, you can efficiently manage your document summaries without manual effort, leveraging the power of automation through Pabbly Connect.