How to Build an AI Agent to Auto-Summarize Mediation Notes Using Pabbly Connect

Learn how to create an AI agent to auto-summarize mediation notes with Pabbly Connect, integrating Google Drive, Google Docs, and OpenAI 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. Accessing Pabbly Connect for AI Agent Setup

To build an AI agent that auto-summarizes mediation notes, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website at www.Pabbly.com/connect. On the landing page, you will see options to sign in or sign up for free. If you are an existing user, simply sign in.

For new users, signing up grants you 100 free tasks each month. Once logged in, you will see the Pabbly apps window. Click on the ‘Access Now’ button for Pabbly Connect to proceed with the workflow creation process.

2. Creating a New Workflow in Pabbly Connect

After accessing Pabbly Connect, you need to create a new workflow for summarizing mediation notes. Click on the top right corner button labeled ‘Create Workflow’. A dialog box will appear, prompting you to name your workflow and select a folder.

• Name your workflow as ‘AI Agent to Auto Summarize Mediation Notes’.
• Select the folder where you want to save this workflow.

After naming your workflow and selecting the appropriate folder, click on the ‘Create’ button. This action sets up the workflow environment, displaying both the trigger and action windows needed for automation.

3. Setting Up the Trigger with Google Drive

The first step in your workflow is to set up the trigger. Select Google Drive as your trigger application. The trigger event should be set to ‘New File in Specific Folder’. This allows the workflow to activate whenever a new mediation note is uploaded to your designated Google Drive folder.

Click on the ‘Connect’ button to establish a connection with your Google Drive account. You will be prompted to authorize Pabbly Connect to access your Google Drive. Choose the appropriate Google account and click ‘Allow’. This grants the necessary permissions for the integration.

4. Extracting Content Using OpenAI

With the trigger set, the next step involves using OpenAI to extract content from the uploaded mediation notes. In the action application section, select OpenAI and choose the action event ‘Extract Content from PDF/Image’. This action will enable the AI agent to process the mediation notes and generate summaries. using Pabbly Connect

Connect to OpenAI by clicking the ‘Connect’ button and entering your API token. Once connected, map the web content link from the previous step to the appropriate field in OpenAI. This mapping allows the AI to access the uploaded document for data extraction.

• Set the prompt to specify what details you want extracted from the mediation notes.
• Use structured output to format the response in JSON for easier processing.

After configuring the prompt and structured output, click on ‘Save and Send Test Request’ to test the extraction process. The AI agent should generate a summary based on the mediation notes provided.

5. Creating the Summary Document in Google Docs

Once the summary is generated, the final step is to create a documentation of the summary in Google Docs. For this, select Google Docs as your action application and choose the action event ‘Create Document from Template’. This allows you to generate a new document using a predefined template. using Pabbly Connect

Connect to Google Docs and select your summary template. Map the necessary fields such as case number, case title, and mediation note summary to the corresponding placeholders in your template. After filling in the required details, click on ‘Save and Send Test Request’ to create the document.

Upon successful execution, you will receive a response indicating the document ID of the newly created summary document. You can then check your Google Drive folder to ensure the document has been generated correctly.

Conclusion

In this tutorial, we demonstrated how to build an AI agent to auto-summarize mediation notes using Pabbly Connect. By integrating Google Drive, Google Docs, and OpenAI, you can streamline the process of managing and summarizing lengthy mediation notes effectively. This powerful automation solution saves time and enhances productivity.