How to Build an AI Agent to Auto-Extract Donation Receipts to Google Sheets Using Pabbly Connect

Learn how to automate the extraction of donation receipts to Google Sheets using Pabbly Connect. Step-by-step tutorial for seamless integration. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate the extraction of donation receipts to Google Sheets, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website at paby.com/connect/inr. This platform allows you to create seamless workflows without any coding skills.

Once on the landing page, you will see two options: ‘Sign In’ and ‘Sign Up for Free.’ If you are a new user, click on ‘Sign Up for Free’ to get started. Existing users should select ‘Sign In’ to access their dashboard where you can create your automation workflow.

2. Creating a New Workflow in Pabbly Connect

After signing in, you will be directed to your dashboard. Click on the ‘Create Workflow’ button to initiate the setup process. You will be prompted to name your workflow; enter a descriptive name such as ‘Auto Extract Donation Receipts to Google Sheets.’ Choose a folder for saving your workflow. using Pabbly Connect

• Select an existing folder or create a new one.
• Click on the ‘Create’ button to proceed.

This action will take you to the workflow window, where you can set up triggers and actions. Triggers are events that start the workflow, while actions are responses to those triggers. Here, you will be selecting Google Drive as your trigger application.

3. Setting Up Google Drive as the Trigger Application

In the workflow window, search for and select ‘Google Drive’ as your trigger application. For the trigger event, choose ‘New File in Specific Folder.’ This setup will ensure that the workflow is triggered whenever a new donation receipt is uploaded to the specified folder. using Pabbly Connect

• Ensure that your selected folder is shareable with edit access.
• Click on ‘Connect’ to link your Google Drive account.

After connecting, select the specific folder where you will upload donation receipts. Once set up, click on ‘Save and Send Test Request’ to ensure the connection is working properly. This will capture the latest file uploaded in the Google Drive folder.

4. Using OpenAI to Extract Data from Receipts

For the next step, you will integrate OpenAI as the action application to extract content from the uploaded donation receipts. Search for ‘OpenAI’ and select it as your action application. Choose ‘Extract Content from PDF/Image’ as the action event. using Pabbly Connect

Connect your OpenAI account by entering the API key. Map the PDF URL from the previous Google Drive step.

Once the connection is established, you will enter a prompt for extraction. Define the structured output in JSON format that specifies the details you want extracted, such as donor name, donation amount, and date. After setting this up, click on ‘Save and Send Test Request’ to test the extraction process.

5. Adding Extracted Data to Google Sheets

Finally, to store the extracted information, you will add another action step and select ‘Google Sheets’ as the application. Choose the action event ‘Add New Row’ to insert the extracted data into your spreadsheet. using Pabbly Connect

Connect your Google Sheets account using the same method as before. Select the spreadsheet and the specific sheet where data will be added.

Map the extracted fields from OpenAI to the corresponding columns in Google Sheets. After mapping all necessary fields, click on ‘Save and Send Test Request’ to confirm that the data is correctly added. Check your Google Sheets to verify that the data appears as expected.

Conclusion

By following these steps, you can effectively automate the extraction of donation receipts to Google Sheets using Pabbly Connect. This integration not only saves time but also minimizes manual entry errors, ensuring your data is organized and accessible. Explore the capabilities of Pabbly Connect to enhance your workflow and efficiency in managing donation records.