Automatically Create Corporate Training Schedules Using Pabbly Connect

Learn how to automatically create corporate training schedules using Pabbly Connect with Google Sheets, Google Docs, and AI agents in this detailed tutorial. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect to Automate Training Schedules

To automatically create corporate training schedules, the first step is to access Pabbly Connect. Simply open your web browser and navigate to Pabbly.com/connect. This platform will serve as the central hub for integrating various applications like Google Sheets and Google Docs.

Once on the Pabbly Connect landing page, you can either sign in if you already have an account or click on the ‘Sign Up for Free’ button to create a new account. After signing up, you will receive 100 free tasks every month to explore the automation features.

2. Create a Workflow in Pabbly Connect

After logging into Pabbly Connect, you will be directed to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button, and a dialog box will appear asking for a name for your workflow. Name it ‘Automatically Create Corporate Training Schedules Using AI Agent’ and select a folder to save it in.

Once you click on ‘Create’, you will see a blank workflow interface. This is where you will set up triggers and actions. The trigger will be set to Google Sheets, indicating that whenever a new row is added, an action will follow. This is crucial for automating the training schedule generation.

3. Set Up Google Sheets as a Trigger in Pabbly Connect

In this section, you will configure Google Sheets as the trigger application in Pabbly Connect. Select ‘Google Sheets’ as the trigger application and then choose the trigger event ‘New or Updated Spreadsheet Row’. This means that every time a new employee’s details are added to your Google Sheets, it will trigger the subsequent actions.

After selecting the trigger, Pabbly Connect will provide you with a webhook URL. You need to copy this URL and set it up in your Google Sheets. Go to the ‘Extensions’ menu, select ‘Add-ons,’ and then click on ‘Get Add-ons’ to install the Pabbly Connect Webhooks add-on if you haven’t done so already.

• Install the Pabbly Connect Webhooks add-on.
• Paste the webhook URL into the add-on settings.
• Set your trigger column (e.g., column F).

Once this setup is complete, every new row added to Google Sheets will automatically send the data to Pabbly Connect, allowing you to generate training schedules seamlessly.

4. Generate Training Schedule Using AI Agent

Now that you have set up Google Sheets as a trigger, the next step is to generate the training schedule using an AI agent. In Pabbly Connect, select OpenAI as your action application and choose ‘ChatGPT’ as the action event. This integration will allow you to generate content based on the employee details captured from Google Sheets.

To establish the connection, you will need to log into your OpenAI account and provide the necessary API token. After successfully connecting, you will create a prompt that instructs the AI on what content to generate. For example, you can specify the format and details like employee name, training topic, and preferred time slots.

• Provide a clear prompt for the AI.
• Map the employee details from Google Sheets into the prompt.
• Specify the tone and content structure you want the AI to follow.

Once the prompt is set, click on ‘Save and Send Test Request’ to generate the training schedule content. This content will now be ready for the next step in your workflow.

5. Create Document in Google Docs and Send Email

The final step involves creating a document in Google Docs and emailing it to the respective employee. In Pabbly Connect, select Google Docs as your action application and choose the action event ‘Create a Blank Document’. This document will contain the training schedule generated by the AI agent.

After establishing the connection with Google Docs, you will need to map the document name dynamically, including the employee’s name and training topic. Once the document is created, you will append the generated content from the AI agent into this document.

Map the document name dynamically for each employee. Append the training schedule content into the document. Use Google Drive to share the document as a PDF link.

Finally, set up the Gmail action in Pabbly Connect to send the email with the PDF link of the training schedule attached. This completes the automation process, allowing you to send personalized training schedules to employees without manual intervention.

Conclusion

In this tutorial, we explored how to automatically create corporate training schedules using Pabbly Connect with Google Sheets, Google Docs, and AI agents. By streamlining the process, you can save time and ensure that each employee receives their training schedule efficiently. This integration not only simplifies your workflow but also enhances productivity across your organization.