How to Use Pabbly Connect to Automate Travel Management with AI Agents

Learn how to use Pabbly Connect to extract data from boarding passes and automate travel management efficiently. Follow our step-by-step tutorial. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Travel Management

To begin automating travel management, access Pabbly Connect by visiting the official website. Sign in to your account or create a new one to start using the platform. Pabbly Connect offers a user-friendly interface for managing integrations.

Once logged in, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button. A dialog box will appear prompting you to name your workflow, such as ‘AI Agents to Extract Data from Boarding Passes’. Select a folder to save your workflow, then click the ‘Create’ button.

2. Setting Up the Trigger with Google Drive

In this step, we will configure the trigger for our workflow using Pabbly Connect with Google Drive. Select Google Drive as your trigger application. The trigger event will be set to ‘New File in Specific Folder’. This setup ensures that whenever a boarding pass is uploaded, it will trigger the workflow.

• Choose the Google account linked to your Pabbly Connect.
• Grant necessary permissions for Pabbly Connect to access your Google Drive.
• Select the folder where the boarding passes will be uploaded.

After setting up the connection, click on the ‘Save and Send Test Request’ button to capture the response from the latest file uploaded. This step confirms that your setup is correct and ready to capture boarding passes.

3. Configuring the AI Agent for Data Extraction

Next, we will configure the AI agent within Pabbly Connect to extract data from the boarding passes. Select your AI agent, such as OpenAI, as the action application. The action event will be ‘Extract Content from PDF Image’. This allows the AI agent to read and extract necessary information from the uploaded boarding pass.

To connect the AI agent, you will need an API token. Click on the prompt to generate a new token from your OpenAI account. Once generated, paste the token into the Pabbly Connect setup. Specify the model to use, such as GPT-4, and map the image PDF URL from the previous step.

• Enter a prompt to specify what details to extract, like traveler name and flight number.
• Use structured output to receive the response in JSON format.
• Test the AI agent by clicking ‘Save and Send Test Request’ to ensure data is extracted correctly.

Once the data extraction is successful, you will receive the extracted details in a structured format, ready for the next step.

4. Recording Data in Google Sheets

After extracting the necessary data, the next step is to record this information in Google Sheets. Within Pabbly Connect, select Google Sheets as the action application and set the action event to ‘Add New Row’. This ensures that every time data is extracted, it will be stored in your travel management sheet.

Connect to Google Sheets by selecting your existing connection or creating a new one. Choose the spreadsheet where you want to store the data, such as ‘Travel Management Sheet’. Then, map the extracted data fields like employee name, flight number, departure date, and departure time to the respective columns in the sheet.

Finally, click ‘Save and Send Test Request’ to create a new row in your Google Sheets. Verify that the data has been recorded correctly by checking your sheet for the new entry.

5. Testing the Automation Workflow

Now that everything is set up, it’s time to test the entire automation workflow using Pabbly Connect. Upload a test boarding pass to the designated Google Drive folder. Monitor the workflow to see if the trigger captures the new file and if the AI agent successfully extracts the data.

After waiting for a few minutes (as Google Drive may take up to 10 minutes to process the new file), check your Google Sheets to confirm that the new entry has been created. This test validates that the automation is functioning as intended.

If the data appears correctly in your Google Sheets, congratulations! You have successfully created an AI agent using Pabbly Connect to automate travel management by extracting data from boarding passes.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate travel management by extracting data from boarding passes with AI agents. By following these steps, you can streamline your travel data management efficiently.