Effortlessly Summarize and Share Internal Reports Using Pabbly Connect

Learn how to use Pabbly Connect to automate the summarization and sharing of internal reports via Google Chat and Google Drive. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To begin automating the summarization of internal reports, you will first need to access Pabbly Connect. This platform allows you to integrate various applications seamlessly, enabling efficient workflows.

Visit the Pabbly Connect homepage by entering the URL in your browser. If you are a new user, click on ‘Sign Up Free’ to create an account and receive 300 tasks every month. Existing users should click on ‘Sign In’ to log into their accounts.

2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button located in the top right corner of the dashboard.

• Name your workflow, for example, ‘Use an AI Agent to Auto-Summarize and Share Internal Reports Effortlessly’.
• Select a folder to save your workflow, such as ‘Auto’.

After naming and selecting the folder, click on the ‘Create’ button to finalize your workflow setup.

3. Setting Up Triggers for Google Drive

In this section, you will set up a trigger within Pabbly Connect to monitor your Google Drive for new file uploads. This is crucial for automating the summarization process.

Select Google Drive as your trigger application and then choose the trigger event as ‘New File in Specific Folder’. This ensures that every time a new PDF report is uploaded to the designated folder, Pabbly Connect will capture this event.

• Connect your Google Drive account by clicking on ‘Connect’ and selecting ‘Add New Connection’.
• Grant necessary permissions for Pabbly Connect to access your Google Drive.

Once connected, select the specific folder where your reports are stored, and save the settings to complete the trigger setup.

4. Using OpenAI to Summarize Reports

Next, you will integrate OpenAI within Pabbly Connect to extract content from the uploaded PDF reports. This step is essential for generating summaries automatically.

In the action step, select OpenAI as your application and choose the action event ‘Extract Content from PDF or Image’. This will allow Pabbly Connect to send the PDF file to OpenAI for processing.

Connect your OpenAI account by entering the API key obtained from your OpenAI account settings. Map the PDF URL from the previous step to ensure the correct file is processed.

After configuring the OpenAI settings, click ‘Save and Send Test Request’ to generate the summary, which will be used in the next step.

5. Sharing Summaries on Google Chat

Finally, to share the generated summaries, you will connect Google Chat with Pabbly Connect. This allows for real-time communication of insights with your team.

Select Google Chat as your action application and choose the action event ‘Create Message’. This will enable Pabbly Connect to send the summary directly to your specified Google Chat space.

Enter your Google Chat webhook URL, which can be obtained from your Google Chat settings. Map the summary generated from OpenAI as the message content.

Click ‘Save and Send Test Request’ to finalize the setup. Your summary should now appear in the designated Google Chat space, keeping your team informed effortlessly.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the summarization and sharing of internal reports via Google Chat and Google Drive. By following these steps, you can save time and enhance team communication effectively.