Automate Utility Bill Payments Effortlessly with Pabbly Connect

Learn how to automate utility bill payments using Pabbly Connect with an AI agent for seamless management. Follow this step-by-step guide! Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate utility bill payments, the first step is to access Pabbly Connect. Open your web browser and navigate to Pabbly.com/connect. This platform is essential for integrating various applications seamlessly.

Once on the Pabbly Connect landing page, you will see options to sign in or sign up. If you are a new user, click on ‘Sign up for free’ to create an account. Existing users should click on ‘Sign in’ to access their dashboard. This is where you will manage your automation workflows.

2. Creating Your Workflow in Pabbly Connect

After signing in, the next step involves creating a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button. You will then be prompted to name your workflow and select a folder to save it in. Name it something descriptive, like ‘Automating Utility Bill Payments with AI Agent’.

Once the workflow is created, you will enter the workflow window where triggers and actions are set. Triggers define when the workflow starts, while actions determine what happens next. For this automation, we will set Google Drive as the trigger application.

• Click on ‘Select Trigger Application’ and search for Google Drive.
• Choose ‘New File in Specific Folder’ as the trigger event.
• Connect your Google Drive account to Pabbly Connect.

After setting up the trigger, ensure that you select the correct folder in Google Drive where your utility bills will be uploaded. This step is crucial for the automation to function correctly.

3. Extracting Bill Details Using AI Agent

Once the trigger is set, the next step is to extract the bill details using the AI agent integrated within Pabbly Connect. Select the action application as OpenAI. This AI will read the bill details from the uploaded PDF.

For the action event, choose ‘Extract Content from PDF/Image’. You will need to connect your OpenAI account to Pabbly Connect. Follow the prompts to enter your OpenAI API key. This key is necessary for the AI to function properly in extracting data.

• Map the PDF URL from the previous step into the AI agent.
• Enter a prompt like ‘Extract details from the given PDF’.
• Generate a structured output JSON to define the data format.

After configuring the AI agent, run a test to ensure that it can successfully extract the required details from the PDF bill. This will confirm that your automation is working as intended.

4. Adding Extracted Data to Google Sheets

With the bill details extracted, the next step is to add this data to Google Sheets using Pabbly Connect. Select Google Sheets as your action application and choose ‘Add a New Row’ as the action event.

Connect your Google Sheets account by signing in and granting the necessary permissions. Once connected, select the spreadsheet and the specific sheet where you want to store the extracted bill details. This ensures that all your data is organized.

Map the extracted details like customer name, email, due date, and amount into the respective columns of your Google Sheet. Click ‘Save and Send Test Request’ to confirm the data is added successfully.

After saving the data, check your Google Sheet to verify that the information has been added correctly. This step finalizes the automation process, allowing for seamless tracking of utility bills.

5. Conclusion: Effortless Utility Bill Management with Pabbly Connect

In conclusion, automating utility bill payments using Pabbly Connect streamlines the process significantly. By integrating Google Drive, OpenAI, and Google Sheets, you can easily manage your bills without manual entry.

This automation not only saves time but also helps prevent missed payments by keeping all your bill details organized in one place. Start using Pabbly Connect today to enhance your utility bill management!