Automate Task Management Using AI Agent with Pabbly Connect

Learn how to automate task management using Pabbly Connect to integrate Google Drive, OpenAI, and Google Sheets seamlessly. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Automation

To automate task management using Pabbly Connect, you first need to access the platform. Start by navigating to Pabbly Connect by entering ‘Pabbly.com/connect’ in your web browser. This will take you to the Pabbly Connect homepage where you can sign up or log in.

If you are a new user, click on ‘Sign Up Free’ to create an account and receive 100 free tasks each month. Existing users can simply click on ‘Sign In’. After logging in, you will be directed to your Pabbly Connect dashboard, which is essential for creating your automation workflows.

2. Create a Workflow in Pabbly Connect

Once you are in your Pabbly Connect dashboard, the next step is to create a workflow. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. In the dialog box that appears, name your workflow something like ‘Automate Task Management Using AI Agent’. using Pabbly Connect

• Choose a folder to save your workflow.
• Select an existing folder or create a new one as needed.
• Click ‘Create’ to finalize your workflow setup.

After creating the workflow, you will see the two main components of automation: Trigger and Action. Triggers will initiate the automation process, while actions define what happens in response to those triggers.

3. Set Up Trigger with Google Drive

In this section, you will set up the trigger using Google Drive. Select Google Drive as your trigger application and choose the event ‘New File in Specific Folder’. This ensures that the workflow is activated whenever a new file is uploaded to the designated folder.

To connect your Google Drive with Pabbly Connect, click on ‘Connect’ and select ‘Add New Connection’. Sign in with your Google account and allow Pabbly Connect the necessary permissions. Once connected, select the specific folder where your project files will be uploaded.

4. Extract Tasks Using OpenAI

After setting up the trigger, the next step is to extract tasks from the uploaded file using OpenAI. In the action step, select OpenAI as your application and choose the action event ‘Extract Content from PDF or Image’. This action will allow you to extract actionable tasks from the uploaded project report. using Pabbly Connect

• Enter your OpenAI API token to establish a connection.
• Map the PDF URL from the previous trigger step to enable data flow.
• Provide a relevant prompt to guide the AI in extracting the necessary task details.

Once you have configured these settings, click ‘Save and Send Test Request’ to verify the connection and ensure that task details are successfully extracted.

5. Add Extracted Tasks to Google Sheets

Finally, to complete the automation process, you will add the extracted tasks into Google Sheets. Select Google Sheets as your action application and choose the event ‘Add a New Row’. This action will take the task details extracted by OpenAI and log them into your specified Google Sheets document.

Connect to Google Sheets by clicking ‘Connect’ and signing in with your Google account. Choose the spreadsheet and specific sheet where you want the tasks to be recorded. Map the fields accordingly, such as client name and task description, to ensure accurate data entry.

After mapping the necessary fields, click ‘Save and Send Request’. You should see a successful response indicating that the new row has been added to your Google Sheets. This completes the automation setup using Pabbly Connect.

Conclusion

In this tutorial, we demonstrated how to automate task management using Pabbly Connect to integrate Google Drive, OpenAI, and Google Sheets. By following the specified steps, you can streamline your workflow and enhance productivity effectively.