Automating Questionnaires for Research Projects with Pabbly Connect and AI Agent

Learn how to automate questionnaires for research projects using Pabbly Connect and AI Agent. Follow our step-by-step guide for seamless integration. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Questionnaire Automation

To automate questionnaires for research projects, the first step is to access Pabbly Connect. Start by visiting the Pabbly Connect website and either sign in or sign up for free. New users can explore the platform with 100 free tasks per month.

Once logged in, navigate to your dashboard and select Pabbly Connect to begin creating your automation workflow. This powerful tool allows seamless integration between various applications, making it ideal for automating research project questionnaires.

2. Creating Your Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button to set up your automation. Name your workflow as ‘Automating Questionnaires for Research Projects using AI Agent’ and choose a folder for organization.

• Click on the ‘Create’ button to proceed.
• This opens the workflow window where you can set triggers and actions.

In this window, select Google Sheets as the trigger application and choose the event as ‘New or Updated Spreadsheet Row’. This allows Pabbly Connect to monitor your Google Sheets for any new entries that will trigger the questionnaire generation process.

3. Connecting Google Sheets to Pabbly Connect

To connect Google Sheets with Pabbly Connect, you will need to copy the provided webhook URL. This URL will facilitate communication between Google Sheets and your automation workflow.

Open your Google Sheets, navigate to Extensions > Add-ons > Get Add-ons, and search for ‘Pabbly Connect Webhooks’. Install this add-on and refresh your spreadsheet. After refreshing, go to Extensions > Pabbly Connect Webhooks > Initial Setup. Here, paste the copied webhook URL and set the trigger column (e.g., column D).

4. Setting Up AI Agent Integration in Pabbly Connect

Once Google Sheets is connected, the next step is to set up the AI Agent integration. In Pabbly Connect, select OpenAI as your action application and choose the action event as ‘Charge’. If you haven’t connected your OpenAI account yet, you will need to do so by providing your API key.

You can obtain the API key from the OpenAI API key page by creating a new secret key. After entering the key in Pabbly Connect, select the AI model (e.g., GPT-4) and map the relevant fields from the Google Sheets trigger response, such as title, introduction, target audience, and estimated completion time.

• Map the title and introduction from the trigger response.
• Click on ‘Save and Send Test Request’ to generate the questionnaire.

The AI Agent will process the information and produce a questionnaire based on the mapped details, streamlining your research project.

5. Finalizing the Workflow and Documenting Results

After generating the questionnaire, the next step is to create a Google Doc to store the results. In Pabbly Connect, select Google Docs as the action application and choose the action event as ‘Create a Blank Document’. Connect your Google Docs account and name the document based on the title of your research project.

Next, append the generated questionnaire to the newly created Google Doc. Select the same Google Docs application and choose the action event as ‘Append a Paragraph to Document’. Map the document ID from the previous step and insert the questionnaire content.

Switch on the mapping button to insert the document ID. Save and send the request to complete the documentation process.

Finally, update your Google Sheets with the link to the newly created document, ensuring that all results are easily accessible.

Conclusion

In conclusion, automating questionnaires for research projects using Pabbly Connect and AI Agent streamlines the process significantly. By integrating Google Sheets, OpenAI, and Google Docs, researchers can efficiently generate and manage their questionnaires without manual intervention. This automation not only saves time but also enhances productivity in research endeavors.