How to Build an AI Agent to Auto-Summarize Gmail Grant Applications Using Pabbly Connect

Learn how to automate Gmail grant applications summarization using Pabbly Connect, integrating Google Sheets and OpenAI effortlessly. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Automation

To start building your AI agent to auto-summarize Gmail grant applications, first access Pabbly Connect by typing ‘Pabbly.com/connect’ in your browser. This will take you to the Pabbly Connect landing page where you can sign in or sign up for free.

If you’re a new user, click on the ‘Sign Up for Free’ button. Completing this process will grant you 100 free tasks every month to explore the features of Pabbly Connect. After signing in, you will be directed to the dashboard where you can create and manage your workflows.

2. Create Your Workflow in Pabbly Connect

Once you are on the Pabbly Connect dashboard, click on the ‘Create Workflow’ option. You will be prompted to name your workflow; input a descriptive name such as ‘Build an AI Agent to Auto-Summarize Gmail Grant Applications’. Next, select a folder to save your workflow, preferably one related to AI.

After naming your workflow and selecting the folder, click on ‘Create’. You will now see the workflow interface with two main components: Trigger and Action. The Trigger indicates when the automation starts, and the Action specifies what happens next. In this case, the trigger will be a new email received in Gmail.

3. Set Up Gmail as the Trigger Application

For the trigger step, select Gmail as your application. The event you want to capture is when a new email arrives. To do this, you will need to use the Email Parser feature in Pabbly Connect. This will allow you to connect your Gmail account and capture incoming emails.

• Select Email Parser as the trigger application.
• Copy the Email Parser address provided by Pabbly Connect.
• Go to your Gmail settings and add this address as a forwarding address.

After setting up the forwarding, confirm the forwarding action in your Gmail account. Once confirmed, return to Pabbly Connect and click on ‘Recapture Email Parser Response’. This will allow you to capture the email data that will be summarized later.

4. Connect OpenAI for Summarization

Now that you have set Gmail as your trigger, the next step is to connect OpenAI as your action application. Select OpenAI and choose the action event ‘Summarize Email’. This connection will utilize the capabilities of your AI agent to summarize the content of the email.

To establish this connection, log into your OpenAI account. If you are creating a new connection, you will need to generate an API key by clicking on ‘Create New Secret Key’ in the OpenAI platform. Name the key appropriately, such as ‘Gmail Grants’, and copy it back to Pabbly Connect.

• Select the model you want to use; for cost-effectiveness, choose GPT-4 Mini.
• Enter a prompt that instructs the AI on what to summarize.
• Map the email content dynamically to summarize it effectively.

By mapping the email content, every new email received will automatically replace the previous content in the prompt, ensuring dynamic summarization.

5. Finalize the Integration with Google Sheets

After summarizing the email with OpenAI, the final step is to log the summarized data in Google Sheets. To do this, add another action step in Pabbly Connect and select Google Sheets as the application. Choose the action event ‘Add a New Row’.

Connect your Google Sheets account, select the correct spreadsheet where you want to store the data, and map the required fields such as date received, email address, subject, and summary. Once you have entered all necessary details, click on ‘Save and Send Test Request’ to verify if the data is being logged correctly.

Upon successful completion, check your Google Sheets to see if the new row with the summarized email details has been created. This ensures that every time a grant application email is received, it is summarized and recorded automatically, streamlining your workflow significantly.

Conclusion

In summary, using Pabbly Connect to automate the summarization of Gmail grant applications enhances efficiency and accuracy. By integrating Gmail, OpenAI, and Google Sheets, you can streamline your workflow and save valuable time. This process requires no coding skills and can be set up in just a few clicks.