How to Build an AI Agent to Auto-Summarize Gmail Client Proposals Using Pabbly Connect

Learn how to build an AI agent to auto-summarize Gmail client proposals using Pabbly Connect. Step-by-step guide for seamless integration. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin building your AI agent to auto-summarize Gmail client proposals, you first need to access Pabbly Connect. Visit the website and either sign in if you are an existing user or sign up for a free account to get started.

Once logged in, you will be directed to the Pabbly apps window. Here, you should select Pabbly Connect by clicking on the ‘Access Now’ button, which will take you to the dashboard where you can create your workflow.

2. Creating a Workflow in Pabbly Connect

In your Pabbly Connect dashboard, click the ‘Create Workflow’ button located at the top right corner. A dialog box will prompt you to name your workflow. Enter a name such as ‘AI Agent to Auto Summarize Gmail Client Proposals’.

Next, select a folder to save your workflow. Choose a specific folder from the dropdown menu, for example, select the folder labeled ‘AI Agents’. After naming your workflow and selecting the folder, click the ‘Create’ button to finalize the setup.

• Navigate to the Pabbly Connect dashboard.
• Click ‘Create Workflow’ and name it.
• Select a folder to save your workflow.

Your workflow is now created, and you will see two windows: one for triggers and one for actions. This is where the actual automation process will begin.

3. Setting Up the Trigger in Pabbly Connect

The next step involves setting up the trigger for your workflow in Pabbly Connect. For this, select the ‘Email Parser’ as your trigger application. This feature allows you to connect your Gmail account to Pabbly Connect.

Choose the trigger event as ‘New Email Received’. Pabbly Connect will provide you with a forwarding email address. Copy this address and log into your Gmail account. In Gmail, navigate to settings, go to the ‘Forwarding and POP/IMAP’ tab, and add this forwarding address to enable email parsing.

• Select ‘Email Parser’ as the trigger application.
• Set the trigger event to ‘New Email Received’.
• Copy the forwarding email address and add it to Gmail settings.

After setting up the forwarding address, send a test email with an attachment to ensure that your Gmail is properly connected to Pabbly Connect.

4. Filtering Emails in Pabbly Connect

Once the trigger is set, the next step is to filter the emails to ensure only client proposals proceed through the workflow in Pabbly Connect. For this, add a filter action.

Select ‘Filter by Pabbly’ as your action application, and set the action event to ‘Filter Values’. Configure the filter to check for the existence of an attachment link in the received email. This ensures that only emails with proposals are processed further in the workflow.

Add a filter action to check for attachment links. Set the action event to ‘Filter Values’. Ensure only emails with valid proposals are processed.

After setting up the filter, you can proceed to the next action step in your workflow to extract details from the attachments.

5. Extracting Details Using an AI Agent

The final step is to extract the details from the attachment using an AI agent. In this case, select ‘OpenAI’ as your action application and choose the action event as ‘Extract Content from PDF or Image’.

Connect OpenAI to Pabbly Connect by generating an API token. Once connected, map the attachment link from the previous step as the source for extraction. Write a prompt for the AI agent to specify what details you want extracted, such as client name, project scope, and budget.

Select ‘OpenAI’ for extracting details from attachments. Map the attachment link for extraction. Specify the details you want in the prompt.

After configuring the AI extraction, you can add another action to save the extracted data into Google Sheets, ensuring all client proposal details are systematically recorded for easy access.

Conclusion

Using Pabbly Connect, you can effectively automate the process of summarizing client proposals received via Gmail. By integrating various applications like OpenAI and Google Sheets, you streamline your workflow, saving time and improving efficiency in handling client requests.

This tutorial demonstrated how to set up an AI agent to auto-summarize Gmail client proposals, ensuring that you can quickly review and respond to important emails without manual effort.