How to Use Pabbly Connect to Extract Research Proposals Data From PDFs to Google Sheets

Learn how to automate the extraction of research proposals data from PDFs to Google Sheets using Pabbly Connect. Step-by-step guide included. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect to Start Your Automation

To begin automating the extraction of research proposals data from PDFs to Google Sheets, you need to access Pabbly Connect. Start by visiting the Pabbly Connect landing page by searching for Pabbly.com/connect in your browser.

Once on the landing page, you will see two options: ‘Sign In’ and ‘Sign Up for Free.’ If you are a new user, click on ‘Sign Up for Free’ to create an account. Existing users can simply click on ‘Sign In’ to access their dashboard. After logging in, you will be directed to the Pabbly apps where you can select Pabbly Connect.

2. Create a New Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the button that says ‘Create Workflow.’ You will then be prompted to name your workflow and choose a folder to save it in.

For example, you could name your workflow ‘Use AI to Extract Research Proposal Data from PDFs to Google Sheets’ and save it in a folder named ‘Automations.’ After naming your workflow, click on the ‘Create’ button to proceed.

• Click on ‘Create Workflow’.
• Name your workflow appropriately.
• Select the folder to save your workflow.

Once your workflow is created, you will enter the workflow window, which is crucial for setting up triggers and actions.

3. Set Up Google Drive as the Trigger Application

In this section, you will set Google Drive as your trigger application in Pabbly Connect. This means that whenever a new research proposal is added to your Google Drive, it will trigger the workflow.

Select Google Drive as your trigger application and choose the trigger event as ‘New File in a Specific Folder.’ Click on ‘Connect’ to link your Google Drive account. You will then need to choose an existing connection or create a new one by signing in with your Google account.

• Select Google Drive as the trigger application.
• Choose ‘New File in a Specific Folder’ as the trigger event.
• Connect your Google Drive by signing in with your account.

After connecting, select the folder where your research proposals will be stored. Ensure that this folder is shareable, allowing anyone with the link to access it. This is critical for the AI agent to read the documents.

4. Integrate OpenAI to Extract Data from PDFs

Next, you need to integrate OpenAI as the action application in Pabbly Connect to extract data from the PDFs. Choose OpenAI and select the action event as ‘Extract Details from a PDF or Image.’ Click on ‘Connect’ and either select an existing connection or create a new one by entering your OpenAI API key.

To obtain your API key, visit the OpenAI API key page and create a new secret key. Once you have the key, paste it into Pabbly Connect. Then, select the OpenAI model you want to use and map the PDF URL from the previous step.

Select OpenAI as the action application. Choose ‘Extract Details from a PDF or Image’ as the action event. Map the PDF URL and enter your prompt for extraction.

After mapping the details, click on ‘Save and Send Request’ to extract the data from your research proposal PDF.

5. Add Extracted Data to Google Sheets

Finally, the last step is to send the extracted data to Google Sheets using Pabbly Connect. Select Google Sheets as your action application and choose the action event ‘Add a New Row.’ Click on ‘Connect’ to link your Google Sheets account.

Once connected, select the spreadsheet and the specific sheet where you want to add the data. You will need to map the extracted fields from OpenAI to the corresponding columns in your Google Sheet.

Select Google Sheets as the action application. Choose ‘Add a New Row’ as the action event. Map the extracted data to the appropriate columns in your sheet.

After completing the mapping, click on ‘Save and Send Test Request’ to add the data to your Google Sheets. With this setup, every time a new research proposal is added to your Google Drive, the data will be automatically extracted and organized in Google Sheets without any manual effort.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the extraction of research proposals data from PDFs to Google Sheets. By integrating Google Drive, OpenAI, and Google Sheets, you can streamline your data collection process efficiently.

With this automation, you can save time and reduce manual work, making it ideal for academic coordinators and research analysts. Start using Pabbly Connect to enhance your workflow today!