How to Build an AI Agent to Auto-Summarize Google Forms Lease Inquiries Using Pabbly Connect

Learn how to automate the summarization of Google Forms lease inquiries using Pabbly Connect with this detailed step-by-step guide. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To begin automating Google Forms lease inquiries, first access Pabbly Connect by navigating to Pabbly.com/connect in your browser. This platform is essential for creating seamless integrations between various applications.

Once on the landing page, you will see two options: ‘Sign In’ for existing users and ‘Sign Up for Free’ for new users. If you are new, click on ‘Sign Up for Free’ to create an account, which takes just two minutes. Existing users should click ‘Sign In’ to access their dashboards.

2. Creating a New Workflow in Pabbly Connect

After logging into Pabbly Connect, you will be directed to the dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. This is where you will set up the automation for summarizing Google Forms lease inquiries.

When prompted, name your workflow something descriptive, such as ‘Build an AI Agent to Auto-Summarize Google Forms Lease Inquiries.’ Select a folder for organization, like ‘AI Automations,’ and then click ‘Create’ to proceed.

• Click on ‘Create Workflow’.
• Name your workflow.
• Select a folder for the workflow.
• Click ‘Create’ to finalize.

Now that your workflow is created, you will see two main sections: Trigger and Action. The Trigger is what starts the automation, while the Action is what happens as a result. In this case, you will set Google Forms as the trigger application.

3. Setting Up Google Forms as the Trigger

In the Trigger section of Pabbly Connect, select Google Forms as your trigger application. Choose the trigger event as ‘New Response Received’ to capture responses from your Google Forms. This setup allows the automation to start whenever a new lease inquiry is submitted through the form.

Pabbly Connect will generate a webhook URL, which you will need to insert into your Google Form. This URL acts as a bridge, transferring data from Google Forms to Pabbly Connect. Copy the webhook URL and follow the instructions provided by Pabbly Connect to link your form.

• Select Google Forms as the trigger application.
• Choose ‘New Response Received’ as the trigger event.
• Copy the webhook URL provided.
• Insert the webhook URL into your Google Form settings.

This setup ensures that every time a new form response is submitted, it will automatically be sent to Pabbly Connect for further processing.

4. Linking Google Sheets to Pabbly Connect

After setting up the trigger, the next step is to link Google Sheets to Pabbly Connect. This is essential for recording the summarized lease inquiries. In your Google Form response section, click on the ‘Link to Sheets’ option to create a new spreadsheet for storing responses.

Once the spreadsheet is created, return to Pabbly Connect and set up the action application as Google Sheets. Choose the action event as ‘Add Row’ to ensure that each new inquiry is recorded in your spreadsheet. This integration allows for systematic tracking of lease inquiries.

Go to your Google Form responses. Click on ‘Link to Sheets’ to create a new spreadsheet. In Pabbly Connect, select Google Sheets as the action application. Choose ‘Add Row’ as the action event.

This process ensures that all inquiries submitted through the Google Form are recorded in Google Sheets, ready for summarization.

5. Using AI Agent to Summarize Responses

The final step involves using an AI agent, such as OpenAI, to summarize the lease inquiries received in Google Sheets. In Pabbly Connect, set the action application to OpenAI and select the action event as ‘Generate Summary’. This integration allows you to create a concise summary of each inquiry.

In the prompt section, input the details you want summarized, such as the name, move-in date, budget, location, and special requests. By mapping these fields from the Google Sheets response, you ensure that the summary is dynamic and updates with each new inquiry submitted.

Set OpenAI as the action application. Choose ‘Generate Summary’ as the action event. Map the fields from Google Sheets to the prompt. Click ‘Save and Send Test Request’ to generate the summary.

Once the summary is generated, it will automatically be updated in your Google Sheets, completing the automation process. This integration through Pabbly Connect allows you to efficiently manage lease inquiries without manual intervention.

Conclusion

In this tutorial, we explored how to automate the summarization of Google Forms lease inquiries using Pabbly Connect. By integrating Google Forms, Google Sheets, and an AI agent, you can streamline your workflow and save valuable time. This step-by-step process empowers you to manage lease inquiries efficiently.