Effortless Salary Slip Data Extraction with Pabbly Connect

Learn how to automate salary slip data extraction using Pabbly Connect, Google Drive, and Open AI for efficient payroll automation. 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. Accessing Pabbly Connect for Salary Slip Automation

To start automating salary slip data extraction, you need to access Pabbly Connect. Open your browser and visit Pabbly.com/connect. Here, you will find options to sign in or sign up for free.

If you are a new user, click on the ‘Sign up for free’ button to create an account. Existing users can simply click on ‘Sign in’. Once logged in, navigate to the Pabbly Connect dashboard to begin creating your workflow for salary slip data extraction.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button. Name your workflow, for instance, ‘AI Agent for Salary Slip Data Extraction’ and choose a folder to save it in.

• Select the folder where you want to save the workflow.
• Name your workflow appropriately.
• Click on the ‘Create’ button to proceed.

This action opens the workflow window where you can set triggers and actions. The trigger is the event that starts the workflow, while actions are the tasks executed in response.

3. Setting Up Google Drive as the Trigger

In the workflow window, select Google Drive as your trigger application. Choose the event ‘New File in a Specific Folder’ to ensure that the workflow triggers when a new salary slip is uploaded.

Click on the ‘Connect’ button to link your Google Drive account with Pabbly Connect. If prompted, sign in with your Google account and grant necessary permissions. Make sure the folder you select for salary slips is shared with editor access.

4. Using AI Agent for Data Extraction

Now, select Open AI as your action application in Pabbly Connect. Choose the action event ‘Extract Content from PDF/Image’. Connect your Open AI account by providing the API key, which you can generate from the Open AI API key page.

Map the PDF URL of the uploaded salary slip from the Google Drive trigger response. This mapping allows the AI agent to dynamically fetch the correct URL each time a new slip is uploaded.

• Select the model, typically GPT-4 Mini, for better results.
• Set the prompt to instruct the AI on what details to extract.
• Enter the structured output JSON to define the output format.

Once configured, click on ‘Save and Send Test Request’ to ensure the AI agent successfully extracts the details from the salary slip.

5. Adding Extracted Data to Google Sheets

After extracting the data using the AI agent, the next step is to add this information into Google Sheets. Select Google Sheets as your action application and choose the ‘Add a New Row’ action event.

Connect your Google Sheets account in Pabbly Connect, then select the spreadsheet and sheet where you want to store the extracted data. Map all relevant fields from the AI agent’s response to the corresponding columns in your Google Sheets.

Map employee name, employee code, designation, and other relevant fields. Click on ‘Save and Send Test Request’ to finalize the integration. Check Google Sheets to confirm that data is added correctly.

This completes the workflow, allowing for seamless data extraction and storage without manual intervention.

Conclusion

This tutorial demonstrated how to automate salary slip data extraction using Pabbly Connect. By integrating Google Drive, Open AI, and Google Sheets, you can streamline payroll processes effectively.