How to Create Interactive Polls and Survey Questions using Pabbly Connect

Learn how to create interactive polls and survey questions using Pabbly Connect with Google Sheets and OpenAI. Follow this step-by-step tutorial for seamless integration. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Survey Automation

To start creating interactive polls and survey questions, you first need to access Pabbly Connect. This platform facilitates the integration of various applications, including Google Sheets and OpenAI. Open your browser and go to pabby.com/connect to reach the Pabbly Connect homepage.

On the homepage, you will see options to sign in or sign up. If you are new to Pabbly Connect, click on ‘Sign Up Free’ to create an account, which gives you 100 free tasks every month. Existing users can simply sign in. Once logged in, navigate to the Pabbly Connect dashboard to begin creating your workflow.

2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button located in the top right corner. This step is crucial for setting up the automation process. You will need to name your workflow; for this tutorial, we will call it ‘Create Interactive Polls and Survey Questions using AI Agent’. using Pabbly Connect

• Choose the folder where you want to save your workflow.
• Click on the ‘Create’ button to proceed.

After creating the workflow, you will see two main components: Trigger and Action. The Trigger is the event that starts the workflow, while the Action is what happens as a result. In this case, the trigger will be a new entry in Google Sheets, and the action will involve generating survey questions using OpenAI.

3. Setting Up Trigger with Google Sheets in Pabbly Connect

To set up the trigger, select Google Sheets as your trigger application. This is crucial for capturing new data entries. Choose the trigger event as ‘New or Updated Spreadsheet Row’. This ensures that whenever a new detail is added to your Google Sheets, Pabbly Connect captures the event.

Once you select the trigger event, you will receive a webhook URL. Copy this URL as it will be used to connect Google Sheets with Pabbly Connect. Make sure that you have already created a Google Sheet with relevant fields such as survey topic, target audience, and type of survey.

4. Connecting Google Sheets to Pabbly Connect

To connect your Google Sheets with Pabbly Connect, you need to install the Pabbly Connect Webhooks add-on. Go to ‘Extensions’ in Google Sheets, select ‘Add-ons’, and then ‘Get Add-ons’. Search for ‘Pabbly Connect Webhooks’ and install it. After installation, refresh your Google Sheets.

• Click on ‘Extensions’ again and select ‘Pabbly Connect Webhooks’.
• Choose ‘Initial Setup’ and paste the webhook URL you copied earlier.
• Set the trigger column to the column where new data will be entered.

After successfully setting up the webhook, click on the ‘Send Test’ button to verify the connection. You should receive a confirmation that the test data was sent successfully. This step confirms that Pabbly Connect is properly capturing the data from Google Sheets.

5. Generating Survey Questions Using OpenAI

Now that your Google Sheets is connected to Pabbly Connect, the next step is to generate survey questions using OpenAI. In the Action step of your workflow, select OpenAI as your action application and choose the action event as ‘Chat GPT’. This step is vital for creating engaging and relevant survey questions.

To connect OpenAI with Pabbly Connect, click on ‘Connect’ to build a new connection. You will need to enter your OpenAI API token, which you can generate from your OpenAI account. Once connected, select the AI model you want to use, such as GPT-4, and enter a prompt that instructs the AI on what type of questions to generate.

Make sure to map the data from your Google Sheets to the prompt, so that the AI can generate questions based on the survey topic, target audience, and type of survey. After completing this setup, click on ‘Save and Send Request’ to generate the questions, which will then be sent back to your Google Sheets.

Conclusion

In this tutorial, we explored how to create interactive polls and survey questions using Pabbly Connect with Google Sheets and OpenAI. By following these steps, you can automate the process of generating engaging survey questions and streamline your feedback collection. Utilizing Pabbly Connect not only saves time but also enhances the quality of feedback you receive from your customers.