Auto-Generate Google Sheets Reports Using Pabbly Connect and AI Agent

Learn how to auto-generate Google Sheets reports using Pabbly Connect and AI Agent with this step-by-step tutorial. Streamline your reporting process effortlessly! 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 begin automating your Google Sheets reports, you need to access Pabbly Connect. Start by typing Pabbly.com/connect in your browser. This will take you to the Pabbly Connect homepage where you can either 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 log in. After signing up, you will receive 100 free tasks each month to explore the features of Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, navigate to the dashboard. Click on the ‘Create Workflow’ button to start a new automation. You will be prompted to name your workflow; enter ‘Auto-generate Google Sheets Reports using AI Agent’ and select a relevant folder.

Once your workflow is named, you will see two main sections: Trigger and Action. The Trigger is what starts the workflow, and the Action is what happens in response. In this case, the trigger will be a new row added to Google Sheets, and the action will involve generating a report using AI Agent.

• Click on ‘Create’ to confirm your workflow setup.
• Select Google Sheets as your trigger application.
• Choose ‘New or Updated Spreadsheet Row’ as the trigger event.

With this setup, every time a new salesperson is added to Google Sheets, the automation will be triggered, facilitating the report generation process through Pabbly Connect.

3. Setting Up Google Sheets Integration

To connect Google Sheets with Pabbly Connect, you will need a webhook URL. After selecting Google Sheets as the trigger, copy the webhook URL provided by Pabbly Connect.

Next, go to your Google Sheets, click on ‘Extensions’, and select ‘Add-ons’. Search for ‘Pabbly Connect Webhooks’ in the Google Workspace Marketplace and install it. Once installed, refresh your Google Sheets to see the new options.

• Click on ‘Initial Setup’ under Pabbly Connect Webhooks.
• Paste the webhook URL you copied earlier.
• Define a trigger column (e.g., column G) that will send data to Pabbly Connect.

After setting this up, click on the ‘Send Test’ button to ensure the connection is working properly. This step confirms that your Google Sheets is now integrated with Pabbly Connect.

4. Integrating AI Agent for Report Generation

With Google Sheets now connected to Pabbly Connect, the next step is to integrate your AI Agent, such as OpenAI. Select OpenAI as your action application in Pabbly Connect and choose the ‘Generate Content’ action event.

To establish the connection, you will need to log into your OpenAI account. If you already have a connection, select it; otherwise, create a new connection by clicking on ‘Add New Connection’ and entering your OpenAI API key.

Select the model (e.g., GPT-4) to generate the report. Provide a detailed prompt for the AI to follow, specifying the sales data format. Map the fields from Google Sheets to the prompt to automate data entry.

Once the AI has generated the content, you can then proceed to the next steps to save the report in Google Docs using Pabbly Connect.

5. Saving Reports to Google Docs and Google Drive

The final step involves saving the generated report to Google Docs and uploading it to Google Drive. In Pabbly Connect, select Google Docs as the action application and choose ‘Create Document’ as the action event.

After connecting Google Docs, provide a dynamic name for the document, such as ‘Weekly Sales Report for [Salesperson Name]’. This ensures that each report is uniquely named based on the salesperson.

Use the mapped data from the AI response to append the report content. Create a new folder in Google Drive to save the reports. Upload the report as a PDF file to the designated Google Drive folder.

This process ensures that every report is automatically generated and stored, streamlining your reporting workflow with the help of Pabbly Connect.

Conclusion

By following these steps, you can effectively automate the generation of Google Sheets reports using Pabbly Connect and AI Agent. This integration simplifies the reporting process, saving you time and effort while enhancing productivity.