How to Build an AI Agent to Auto-Analyze Typeform Client Surveys Using Pabbly Connect

Learn how to automate the analysis of Typeform client surveys using Pabbly Connect. This step-by-step tutorial covers integration with Google Sheets and AI agents. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integrating Typeform

To begin automating the analysis of Typeform client surveys, you need to access Pabbly Connect. This powerful automation platform allows you to connect various applications seamlessly. Start by visiting the Pabbly Connect landing page and log in to your account.

After logging in, you will see a dashboard with various options. Click on the ‘Create Workflow’ button to initiate a new automation process. You will be prompted to name your workflow, which could be something like ‘AI Agent for Typeform Analysis’. This sets the stage for the integration process.

2. Creating the Trigger Step with Typeform in Pabbly Connect

In this section, we will set up the trigger step using Typeform. The trigger will activate whenever a new survey response is submitted. Choose Typeform as your trigger application and select the ‘New Entry’ event. Click on the ‘Connect’ button to establish a connection with your Typeform account. using Pabbly Connect

• Select ‘Add a New Connection’ if you haven’t connected Typeform yet.
• Authorize Pabbly Connect to access your Typeform account.
• Choose your specific form from the dropdown menu.

After successfully connecting, Pabbly Connect will prompt you to perform a test submission to capture the response data. Complete a test submission in Typeform to ensure Pabbly Connect can retrieve the data accurately.

3. Analyzing Responses with an AI Agent via Pabbly Connect

Next, we will configure the action step to analyze the collected responses using an AI agent. Select OpenAI as your action application in Pabbly Connect and choose the ‘Generate Summary’ event. This integration allows the AI agent to analyze the feedback received from Typeform. using Pabbly Connect

To connect OpenAI, you will need an API key. Follow the prompts to create a new API key on the OpenAI platform and paste it into Pabbly Connect. After connecting, you will set the prompt for the AI agent, instructing it to summarize the survey responses effectively.

• Map the feedback fields from Typeform to the AI prompt.
• Ensure the AI model selected is appropriate for generating summaries.

Once everything is configured, run a test to see if the AI agent generates a summary based on the test submission from Typeform. This step is crucial to ensure the integration works as intended.

4. Storing Results in Google Sheets Using Pabbly Connect

The final step involves storing the analyzed data in Google Sheets. Select Google Sheets as your action application and choose ‘Add a New Row’ as the action event. This setup allows you to automatically add the summarized data into a designated Google Sheet. using Pabbly Connect

Connect your Google Sheets account to Pabbly Connect by selecting your spreadsheet and the specific sheet where the data will be stored. Map the fields from the AI summary and Typeform responses to the respective columns in Google Sheets.

Map the name, email, store location, and feedback details. Ensure the AI-generated summary is also mapped to the correct column.

After mapping all necessary fields, click on ‘Save and Send Test Request’ to finalize the setup. Check your Google Sheets to verify that the data has been added correctly, confirming that the entire workflow is functioning seamlessly.

5. Conclusion: Automate Your Typeform Analysis with Pabbly Connect

In conclusion, using Pabbly Connect to automate the analysis of Typeform client surveys can significantly enhance your workflow efficiency. By integrating Typeform, an AI agent, and Google Sheets, you can eliminate manual data entry and analysis, allowing for real-time insights into client feedback.

This automation not only saves time but also provides valuable data analysis, enabling better decision-making for your business. Start using Pabbly Connect today to streamline your survey analysis process!