How to Auto Generate Documents Summary using AI Agent with Pabbly Connect

Learn how to use Pabbly Connect to automatically generate document summaries using AI Agent, Google Sheets, and more in this detailed tutorial. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Document Summary Generation

To auto-generate document summaries using AI Agent, the first step is to set up Pabbly Connect. Start by signing up for a free account using the link provided in the description. Once registered, access the dashboard and click on the ‘Create Workflow’ button.

In the workflow setup, give your new workflow a name, such as ‘AI Agent for Document Summary’. Choose the appropriate folder for your Pabbly Connect account and click on ‘Create’ to begin.

2. Connecting Google Sheets to Pabbly Connect

Next, you need to connect Google Sheets to Pabbly Connect. In the trigger step, select Google Sheets as the app. For the trigger event, choose ‘New or Updated Spreadsheet Row’. This allows Pabbly Connect to monitor your Google Sheets for any new entries.

• Choose Google Sheets as the app.
• Select the trigger event as ‘New or Updated Spreadsheet Row’.
• Copy the webhook URL provided by Pabbly Connect.

To complete the connection, go to your Google Sheets, click on Extensions, and then on Add-ons. Search for ‘Pabbly Connect Webhooks’ and install it. After installation, refresh your Google Sheets, and set up the initial configuration by entering the webhook URL and selecting the trigger column.

3. Configuring the Webhook in Google Sheets

After installing the Pabbly Connect Webhooks add-on, it’s time to configure the webhook. Click on ‘Initial Setup’ in the add-on menu. In the setup dialog, select the sheet you want to monitor and paste the webhook URL you copied earlier.

• Select the Google Sheets document you want to monitor.
• Paste the webhook URL into the designated field.
• Specify the trigger column where new data will be entered.

After entering these details, click on ‘Send Test’ to verify the connection. If successful, you will see a confirmation message. This indicates that your Google Sheets is now connected to Pabbly Connect, ready to send data for document summarization.

4. Sending Document Links to AI Agent via Pabbly Connect

With Google Sheets connected, the next step is to send the document links to the AI Agent via Pabbly Connect. In the action step, select OpenAI as the app. Choose the action event as ‘Extract Content from PDF or Image’ to process the document links.

Connect your OpenAI account by entering the API key, which you can obtain from your OpenAI dashboard. After connecting, select the OpenAI model you want to use, such as ‘gpt-3.5-turbo’. You will also need to map the document link from the trigger step to the PDF/Image URL field in this action step.

5. Updating Google Sheets with Generated Summaries

The final step involves updating your Google Sheets with the summaries generated by the AI Agent. Add another action step in Pabbly Connect and select Google Sheets again. This time, choose the action event as ‘Update Row’ to insert the summary directly into the corresponding row.

Map the row index from the trigger step to specify which row to update. For the document summary, select the response from the OpenAI action step. Click on ‘Save and Send Test Request’ to finalize the update. Once completed, the summary will appear in your Google Sheets, confirming that the AI Agent has successfully processed the document.

Conclusion

In this tutorial, we demonstrated how to auto-generate document summaries using AI Agent through Pabbly Connect. By integrating Google Sheets and OpenAI, you can streamline the summarization process efficiently. Follow these steps to harness the power of automation in your document management tasks.