How to Build an AI Agent to Auto-Generate Investor Updates from Google Sheets Using Pabbly Connect

Learn how to use Pabbly Connect to automate investor updates from Google Sheets. This detailed tutorial guides you through the process step-by-step. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating investor updates, first access Pabbly Connect by visiting the official website at www.Pabbly.com/connect. Here, existing users can sign in, while new users can sign up for a free account, which includes 100 free tasks per month.

Once logged in, navigate to the Pabbly Connect dashboard. To initiate the automation process, click on the ‘Create Workflow’ button located in the top right corner. A pop-up will prompt you to name your workflow. Enter a descriptive name such as ‘AI Agent to Auto-Generate Investor Updates from Google Sheets’ and choose a folder for organization.

2. Setting Up the Trigger with Google Sheets in Pabbly Connect

The next step involves configuring the trigger in Pabbly Connect. Select Google Sheets as the trigger application and choose the event ‘New or Updated Spreadsheet Row’. This means that whenever a new investment update is added to your Google Sheets, it will trigger the automation workflow.

After selecting the trigger application and event, Pabbly Connect will generate a unique webhook URL. Copy this URL to establish a connection between your Google Sheets and Pabbly Connect. To do this, open your Google Sheets, go to Extensions, then Add-ons, and select Get Add-ons. Search for ‘Pabbly Connect Webhooks’ and install it if you haven’t done so already.

• Install the Pabbly Connect Webhooks add-on.
• Refresh your Google Sheets after installation.
• Access the Pabbly Connect Webhooks from Extensions and set up the webhook URL.

In the setup dialog, paste the copied webhook URL and specify the trigger column (e.g., Column E). Click on Submit to finalize the setup. Ensure to activate the ‘Send On Event’ option to allow data to be sent to Pabbly Connect whenever a new entry is made.

3. Configuring Action Step Using OpenAI in Pabbly Connect

After setting up the trigger, the next step is to configure the action using OpenAI in Pabbly Connect. Select OpenAI as the action application and choose the event ‘ChatGPT’. This action will allow the AI agent to generate a summary email based on the investment data provided.

To connect OpenAI with Pabbly Connect, click on the ‘Connect’ button and add a new connection by providing your OpenAI API token. If you don’t have one, generate it from your OpenAI account by creating a new secret key. Once connected, select the AI model (e.g., GPT-4 Mini) and input a detailed prompt that instructs the AI on how to generate the email.

• Set the AI model to GPT-4 Mini for optimal performance.
• Craft a prompt that includes key metrics like revenue, growth, and new features.
• Map the data fields dynamically from the previous step.

After entering the prompt and mapping the necessary fields, click on the ‘Save and Send Test Request’ button. Pabbly Connect will then generate the email content using the AI agent, which will be displayed in the response section.

4. Drafting Emails for Investors Using Gmail in Pabbly Connect

Now that the AI agent generates the email content, the next step is to draft these emails in Gmail using Pabbly Connect. Add another action step and select Gmail as the application. Choose the event ‘Create Draft’ to prepare emails for each investor based on the generated content.

Connect your Gmail account by clicking on the ‘Connect’ button. If you have an existing connection, you can select it. Specify the email subject, recipient email, and the content generated by the AI. Ensure that the email is labeled correctly (e.g., ‘Investor Updates’) for easy tracking.

Map the recipient email from the investor details captured earlier. Set the subject line to include the quarter and key metrics. Select the email content type as plain text.

After configuring the email draft settings, click on the ‘Save and Send Test Request’ button. This will create a draft email in your Gmail account, ready for review and sending to your investors.

5. Testing the Integration of Pabbly Connect with Google Sheets and Gmail

To ensure that the integration is functioning correctly, it is essential to test the entire workflow in Pabbly Connect. Add new investment data to your Google Sheets, and observe how the trigger captures this data and passes it through the automation process.

Once you add a new row with updated investment details (e.g., Q3 2024 metrics), Pabbly Connect will trigger the AI agent to generate the email. After a few moments, check your Gmail account to see if the draft email has been created with the updated information.

This testing phase confirms that your AI agent built with Pabbly Connect is successfully generating investor updates automatically. You can refine the process further by adjusting prompts or settings as needed.

Conclusion

In this tutorial, we explored how to build an AI agent using Pabbly Connect to automate investor updates from Google Sheets. By following these steps, you can save time and ensure your investors receive timely updates effortlessly.