I Built an AI That Understands Every Phone Call Automatically 🤯

Learn how to automate phone call summaries into Google Sheets using Pabbly Connect. This detailed tutorial guides you through the integration process step-by-step. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Phone Call Automation

To begin automating your phone call summaries, you need to access Pabbly Connect. Open a new tab and navigate to the Pabbly Connect landing page. Here, you will find options to sign in or sign up for free. If you’re a new user, signing up gives you access to 100 free tasks every month.

Once logged in, create a new workflow by naming it appropriately. This workflow will be the foundation for automating the recording of your phone call details into Google Sheets. Pabbly Connect serves as the central platform that facilitates this integration.

2. Setting Up the Trigger with Pabbly Connect

After creating your workflow in Pabbly Connect, the next step is to set up a trigger for your automation. Select ‘Bola AI’ as your trigger application. This will initiate the process every time a new call is made.

• Choose ‘Watch Call Completion’ as the event.
• Click on the connect button to establish the connection.
• Copy the webhook URL provided by Pabbly Connect.

Next, you will need to integrate this webhook URL into your Bola AI settings. This connection ensures that every call made is captured and sent to Pabbly Connect, allowing for seamless data handling.

3. Filtering Data in Pabbly Connect

Once your trigger is set up, the next step is to filter the incoming data. This is crucial to ensure only relevant call details are logged. In Pabbly Connect, add a filter action to specify which calls should proceed in the workflow.

• Set the filter application as ‘Filter by Pabbly’.
• Configure the filter to check if the transcription contains specific keywords.

This filtering process ensures that only calls with significant content are recorded in your Google Sheets. By utilizing Pabbly Connect, you can manage your data efficiently and effectively.

4. Generating Summary and Category with OpenAI

After filtering the data, the next step involves generating a summary and category for the calls using OpenAI. In Pabbly Connect, add an action step to connect with OpenAI, selecting ‘Chat GPT’ as the event.

Enter the necessary prompts to guide the AI in generating a summary and category based on the call transcription. The prompts should be specific, focusing on customer intent and key details. This AI-driven process enhances the quality of the information you log.

5. Logging Data into Google Sheets via Pabbly Connect

With the summary and category generated, the final step is to log all this data into Google Sheets. In your Pabbly Connect workflow, set Google Sheets as your action application and select ‘Add New Row’ as the event.

Map the relevant fields from the previous steps, including the agent’s number, customer phone number, transcription, category, and summary. This ensures that every detail from the call is recorded accurately in your Google Sheets.

Conclusion

By following these steps, you can automate the process of summarizing phone calls into Google Sheets using Pabbly Connect. This integration not only saves time but also enhances the accuracy of your records, making it a valuable tool for any business.