How to Build an AI Agent to Summarize Documents from Your PC Using Pabbly Connect

Learn to create an AI agent to summarize documents from your PC using Pabbly Connect. Follow this detailed tutorial for seamless integration. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Sync Your Local Folder with Google Drive Using Pabbly Connect

To build an AI agent that summarizes documents from your PC, the first step is to sync a folder on your local storage with Google Drive. This is essential for ensuring that any document added to your local folder is automatically uploaded to Google Drive. Using Pabbly Connect, you can facilitate this synchronization process seamlessly.

First, download and install the Google Drive desktop application. After installation, launch the application and sign in with your Google account. Follow these steps to sync your folder:

• Click on the ‘Get Started’ button.
• Choose the folder you want to sync with Google Drive.
• Complete the setup process.

Once the folder is synced, any file added to this specific folder will automatically appear in your Google Drive. This setup is crucial as it allows Pabbly Connect to monitor the folder for new files and trigger subsequent actions in your AI agent workflow.

2. Create the AI Agent Workflow in Pabbly Connect

Now that your folder is synced with Google Drive, it’s time to create the AI agent workflow in Pabbly Connect. Start by logging into your Pabbly Connect account and navigating to the dashboard. Click on the ‘Create Workflow’ button to begin.

Give your workflow a name, such as ‘AI Agent for Document Summary,’ and select the appropriate folder within your Pabbly Connect account. This workflow consists of a trigger and an action. The trigger will initiate the workflow whenever a new file is detected in your synced Google Drive folder.

• Select Google Drive as the app for the trigger.
• Choose the trigger event as ‘New File in Specific Folder’.
• Connect your Google Drive account to Pabbly Connect.

After connecting, select the folder you synced earlier. This setup allows Pabbly Connect to monitor for new files and react accordingly, forming the backbone of your AI agent.

3. Generate Document Summary Using OpenAI and Pabbly Connect

With the trigger set, the next step is to generate a summary of the uploaded document using OpenAI. In your Pabbly Connect workflow, add an action step to send the new file to OpenAI for summarization.

To do this, select OpenAI as the app in the action step and choose the action event as ‘Extract Content from PDF/Image’. Connect your OpenAI account by entering your API key. If you don’t have an API key, you can generate one from your OpenAI dashboard.

Select the OpenAI model (e.g., GPT-4 Mini) for summarization. Map the PDF or image URL from the Google Drive trigger response. Provide a prompt for the summary request.

After setting this up, click on ‘Save and Send Test Request’ to generate the summary. This integration allows Pabbly Connect to facilitate communication between your Google Drive and OpenAI, ensuring that your document is processed efficiently.

4. Store Summary in Google Sheets Using Pabbly Connect

The final step involves storing the generated summary in Google Sheets. This can be done by adding another action step in your Pabbly Connect workflow. Search for Google Sheets and select it as the app.

Choose the action event as ‘Add New Row’ and connect your Google Sheets account. Once connected, select the spreadsheet where you want to store the data. Map the fields to include the file name, file URL, and summary generated by OpenAI.

Map the file name from the Google Drive response. Map the file URL from the Google Drive response. Map the summary from the OpenAI response.

After mapping these fields, click on ‘Save and Send Test Request’. This will add a new row in your Google Sheets with all the relevant details, showcasing how Pabbly Connect streamlines the entire process from document upload to summary storage.

5. Testing Your AI Agent Workflow with Pabbly Connect

With your AI agent fully set up, it’s time to test the workflow. Add a new document to the synced folder on your local PC. Within moments, the file should sync to Google Drive, and Pabbly Connect will detect the new file.

After approximately 10 minutes, the AI agent will generate a summary of the document and store the details in your designated Google Sheets. You can verify this by checking your Google Sheets for the newly added row with the file name, URL, and summary.

This testing phase confirms that your AI agent is functioning correctly. If everything works smoothly, you can use this setup for various documents, making it a versatile tool for summarizing content. With Pabbly Connect, you can easily adapt this workflow for other applications as well.

Conclusion

In this tutorial, we explored how to build an AI agent to summarize documents from your PC using Pabbly Connect. By integrating Google Drive, OpenAI, and Google Sheets, you can automate the summarization process effectively. This setup not only saves time but also enhances productivity by streamlining document management.