Create AI-Generated Market Research Reports with Pabbly Connect

Learn how to automate the creation of AI-generated market research reports using Pabbly Connect to integrate Google Forms, OpenAI, and Gmail seamlessly. 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 Market Research Automation

To create AI-generated market research reports, first access Pabbly Connect. This platform allows you to automate workflows without any coding skills. Simply visit the Pabbly website and sign in or create a new account.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can manage your workflows and integrations. Click on the ‘Create Workflow’ button to start setting up your automation for generating market research reports.

2. Setting Up Google Forms with Pabbly Connect

In this section, you will set up Google Forms as your trigger application using Pabbly Connect. This means that every time a new response is submitted through your Google Form, it will initiate the workflow.

• Open your Google Forms and create a new form for market research data collection.
• Ensure all required fields are filled out, including name, email, industry type, and customer pain points.
• Once your form is ready, go to the responses tab and click on ‘View in Sheets’ to connect it to Google Sheets.

This integration allows you to capture all responses in a structured format, which Pabbly Connect will use to generate reports automatically.

3. Integrating OpenAI for Report Generation

Next, you will integrate OpenAI to generate the market research report based on the data collected from Google Forms. This is done through Pabbly Connect, which connects Google Forms to OpenAI seamlessly.

In your Pabbly Connect workflow, select OpenAI as your action application. Choose the action event as ‘ChatGPT’ and connect it to your OpenAI account by entering your API key. This allows Pabbly Connect to communicate with OpenAI and generate reports based on the form submissions.

• Map the fields from Google Forms to the prompts in OpenAI, ensuring that all necessary data is included.
• For example, include consumer behavior insights and market trends in your prompt.
• Use dynamic mapping to ensure that new responses are always accounted for in the generated report.

This integration allows for the automatic generation of comprehensive market research reports, saving time and effort.

4. Sending Reports via Gmail with Pabbly Connect

After generating the report with OpenAI, the next step is to send it via Gmail. This is where Pabbly Connect excels by automating the email process, ensuring that reports reach clients promptly.

Select Gmail as your action application in the Pabbly Connect workflow. Choose the action event ‘Send Email’ and connect your Gmail account. This allows you to send the generated report directly to the client’s email.

Map the recipient’s email address from the Google Form submission. Set the email subject and body to include the generated market research report content. Click ‘Save and Send Test Request’ to ensure everything works correctly.

This automation ensures that every time a new market research report is generated, it is sent out to clients without manual intervention.

5. Creating Documents in Google Drive with Pabbly Connect

The final step in this automation process involves creating a sharable document in Google Drive. Using Pabbly Connect, you can automatically generate a Google Doc that houses the market research report.

Select Google Docs as your action application and choose the action event ‘Create Document from Template’. Connect to your Google account and select the template you created for market research reports.

Map the relevant data from OpenAI’s generated report into the document template. Specify the document name and location in your Google Drive. Click ‘Save and Send Test Request’ to create the document.

This allows you to maintain an organized repository of market research reports that can be easily shared with clients.

Conclusion

In this tutorial, we explored how to create AI-generated market research reports using Pabbly Connect. By integrating Google Forms, OpenAI, and Gmail, you can automate the entire process, saving time and ensuring accuracy in your reports.

This workflow demonstrates the power of Pabbly Connect in streamlining tasks and enhancing productivity. With these steps, you can efficiently manage market research and deliver insightful reports to your clients.