How to Use Pabbly Connect to Extract Donation Receipts Data from PDFs to Google Sheets

Learn how to use Pabbly Connect to automate the extraction of donation receipts data from PDFs to Google Sheets seamlessly. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for PDF Data Extraction

To extract donation receipts data from PDFs to Google Sheets, first access Pabbly Connect. This powerful automation tool allows you to integrate various applications without any coding skills. Start by visiting Pabbly Connect and signing in to your account.

Once logged in, you will see the dashboard. From there, create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow appropriately, such as ‘Extract Donation Receipts Data from PDFs’. This sets the foundation for your automation process.

2. Setting Up the Trigger in Pabbly Connect

In this step, you will set up the trigger that initiates the workflow. Select Google Drive as your trigger application. This is crucial because the process starts when you upload a new PDF file to your Google Drive.

• Choose the trigger event as ‘New File in Folder’.
• Specify the folder you will use for uploading donation receipts, such as ‘Donations’.
• Connect your Google Drive account to Pabbly Connect by following the prompts.

Once the connection is established, you can test the trigger by uploading a sample PDF file to the specified folder. This ensures that Pabbly Connect can detect new files correctly.

3. Using OpenAI to Extract Data from PDFs

After setting up the trigger, the next step is to extract data from the uploaded PDF using OpenAI. In Pabbly Connect, select OpenAI as the action application. This AI agent will process the PDF content and extract the necessary information.

Choose the action event as ‘Extract Content from PDF/Image’. You will need to enter your OpenAI API token to authenticate the connection. Make sure to copy the token from your OpenAI account and paste it into Pabbly Connect. This step is essential for enabling the AI to access your data.

• Map the PDF URL from Google Drive to the corresponding field in OpenAI.
• Set the model to GPT-4 Mini for optimal data extraction.
• Define the prompt as ‘Extract the data from the PDF’.

After configuring these settings, you can test this action to ensure that Pabbly Connect successfully retrieves the information from the PDF.

4. Sending Extracted Data to Google Sheets

Once the data is extracted, the next step is to send it to Google Sheets for easy analysis. In your Pabbly Connect workflow, add another action step and select Google Sheets as the application.

Choose the action event as ‘Add New Row’. This allows you to input the extracted data into your Google Sheets document. Connect your Google Sheets account to Pabbly Connect and select the spreadsheet where you want to store the data.

Map the fields from the OpenAI response to the corresponding columns in Google Sheets. Ensure that each piece of extracted data has a designated column in your spreadsheet.

After mapping the fields, save the configuration and send a test request. This will verify that the extracted data from the PDF is correctly entered into your Google Sheets.

5. Finalizing and Testing Your Pabbly Connect Workflow

With all components set up, it’s time to finalize your Pabbly Connect workflow. Make sure to review each step to confirm that the trigger, action, and mappings are correctly configured. This will ensure a smooth automation process.

Next, upload a new PDF receipt to the designated Google Drive folder. Wait for the processing time, as Pabbly Connect will check for new files at intervals. After a few minutes, check your Google Sheets to see if the new data has been added.

If everything works as intended, you have successfully created an automated workflow using Pabbly Connect to extract donation receipts data from PDFs to Google Sheets. This automation saves you time and ensures accurate data entry.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the extraction of donation receipts data from PDFs to Google Sheets. This integration streamlines your workflow, allowing for efficient data management and analysis.