How to Use Pabbly Connect for AI-Powered Data Extraction from PDFs to Google Sheets

Learn how to automate data extraction from licensing agreements PDFs to Google Sheets using Pabbly Connect. Step-by-step 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. Accessing Pabbly Connect for Automation

To begin using Pabbly Connect for automating the extraction of licensing agreements from PDFs to Google Sheets, start by navigating to the Pabbly Connect landing page. Simply type Pabbly.com/connect in your browser to access it.

Once on the landing page, you will see options to either sign in or sign up for free. If you are a new user, click on the sign up for free option to get started with 100 free tasks each month. Existing users should click on the sign in button to access their accounts.

2. Creating a Workflow in Pabbly Connect

After signing in to Pabbly Connect, you will be directed to your dashboard. To create a new workflow, click on the create workflow button. You will then be prompted to name your workflow; choose a descriptive name like ‘AI Extraction of Licensing Agreements.’ Select a folder to save your workflow, such as automations.

• Click on create to proceed.
• This opens the workflow window where you can set triggers and actions.

In this window, you will set a trigger for your workflow. Select Google Drive as your trigger application and choose the event new file in specific folder. This will initiate the workflow whenever a new licensing agreement PDF is uploaded to the specified folder.

3. Setting Up Google Drive Trigger in Pabbly Connect

To configure the Google Drive trigger in Pabbly Connect, click on the connect button. If you haven’t connected Google Drive before, select add a new connection. You will be prompted to sign in with your Google account.

Once signed in, grant the necessary permissions for Pabbly Connect to access your Google Drive. After allowing the permissions, select the folder where your licensing agreements are stored, ensuring that it is shared with the setting anyone with the link can edit. This is crucial for the AI to read the documents.

4. Extracting Licensing Agreements Data Using AI

With the Google Drive trigger set up, the next step is to extract data from the PDF using an AI agent. For this, select OpenAI as your action application in Pabbly Connect. Choose the action event extract content from PDF/image.

• Connect your OpenAI account by entering the required API key.
• Map the PDF URL from the previous Google Drive step.
• Set the prompt to instruct the AI on what data to extract.

After configuring these settings, click on save and send test request. This will trigger the AI to extract the necessary details from the uploaded licensing agreement PDF.

5. Adding Extracted Data to Google Sheets

Once the data is extracted, the final step is to add it to Google Sheets. In your Pabbly Connect workflow, add another action step and select Google Sheets as the application. Choose the action event add a new row.

Connect your Google Sheets account by clicking on sign in with Google. After selecting your account and allowing permissions, choose the specific spreadsheet and sheet where you want to store the extracted data. Then, map the details extracted from the previous AI step to the corresponding fields in Google Sheets.

Finally, click on save and send test request to add the extracted data to your Google Sheets. You can verify that the data has been successfully added by opening the spreadsheet.

Conclusion

Using Pabbly Connect, you can efficiently automate the process of extracting licensing agreements data from PDFs and adding it to Google Sheets. This integration not only saves time but also reduces manual errors, making your workflow seamless and organized. Start using Pabbly Connect today to enhance your productivity!