Author: Nitin Maheshwari

Learn how to automate document data extraction and CRM storage using Pabbly Connect, integrating Google Drive, OpenAI, and Salesforce seamlessly. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Document Data Extraction

To start using Pabbly Connect for document data extraction, first visit the Pabbly website. You can do this by typing Pabbly.com/connect into your browser. After reaching the landing page, you will see options to sign in or sign up.

If you are a new user, click on ‘Sign Up for Free’ to create an account. Existing users should click on ‘Sign In’. Upon signing in, you will be directed to the dashboard where you can manage your workflows. This is the hub where all integrations will be set up.

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2. Creating a New Workflow in Pabbly Connect

To create a new workflow in Pabbly Connect, click on the ‘Create Workflow’ button. You will need to provide a name for your workflow, such as ‘Using AI Agent for Document Data Extraction and CRM Storage’. Select the appropriate folder to save this workflow, ensuring it is organized properly.

• Click on the ‘Create’ button after naming your workflow.
• You will see two boxes appear: one for Trigger and one for Action.

In this workflow, the trigger application will be Google Drive, where you will upload your documents. The action application will be OpenAI, which will help extract the necessary data from the uploaded documents. This setup will automate the process of extracting data and storing it in your CRM.

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3. Setting Up Google Drive as a Trigger in Pabbly Connect

Now that you have set up the workflow, it’s time to configure Google Drive as the trigger application in Pabbly Connect. Select Google Drive from the list of applications and choose the trigger event as ‘New File in Folder’. This means that the workflow will start every time a new file is uploaded to a specific folder.

Next, you will need to connect your Google Drive account. Click on ‘Connect’, and if you already have a connection, you can select it. Otherwise, click on ‘Add New Connection’ and sign in to your Google account. Grant the necessary permissions to allow Pabbly Connect to access your Google Drive.

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4. Using OpenAI to Extract Document Data

After setting up Google Drive, the next step is to configure OpenAI as the action application in Pabbly Connect. Select OpenAI from the list and choose the action event as ‘Extract Content from PDF/Image’. This action will allow you to pull data from the documents uploaded to Google Drive.

To connect OpenAI, click on ‘Connect’ and follow the prompts to enter your API key. This key is essential for the integration, allowing Pabbly Connect to communicate with OpenAI. After successfully connecting, configure the extraction settings by specifying the type of data you want to extract, such as client names, emails, and inquiry details.

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5. Storing Extracted Data in Salesforce

Finally, to store the extracted data, you will set Salesforce as the action application in Pabbly Connect. Choose ‘Create Lead’ as the action event, which will allow the extracted data to be saved as a lead in your Salesforce account.

Connect your Salesforce account by clicking ‘Connect’ and following the authorization steps. Once connected, you will need to map the fields from the OpenAI response to the corresponding fields in Salesforce, such as first name, last name, email, and phone number. This ensures that all data is accurately captured and stored in your CRM.

After completing the setup, click on ‘Save’ and send a test request to ensure everything is working correctly. Once the test is successful, your automation is ready to go, allowing seamless document data extraction and CRM storage using Pabbly Connect.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate document data extraction and CRM storage by integrating Google Drive, OpenAI, and Salesforce. This powerful automation streamlines your workflow, saving time and ensuring accuracy in data handling.

Learn how to use Pabbly Connect to extract data from boarding passes and automate travel management efficiently. Follow our step-by-step tutorial. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Travel Management

To begin automating travel management, access Pabbly Connect by visiting the official website. Sign in to your account or create a new one to start using the platform. Pabbly Connect offers a user-friendly interface for managing integrations.

Once logged in, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button. A dialog box will appear prompting you to name your workflow, such as ‘AI Agents to Extract Data from Boarding Passes’. Select a folder to save your workflow, then click the ‘Create’ button.

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2. Setting Up the Trigger with Google Drive

In this step, we will configure the trigger for our workflow using Pabbly Connect with Google Drive. Select Google Drive as your trigger application. The trigger event will be set to ‘New File in Specific Folder’. This setup ensures that whenever a boarding pass is uploaded, it will trigger the workflow.

• Choose the Google account linked to your Pabbly Connect.
• Grant necessary permissions for Pabbly Connect to access your Google Drive.
• Select the folder where the boarding passes will be uploaded.

After setting up the connection, click on the ‘Save and Send Test Request’ button to capture the response from the latest file uploaded. This step confirms that your setup is correct and ready to capture boarding passes.

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3. Configuring the AI Agent for Data Extraction

Next, we will configure the AI agent within Pabbly Connect to extract data from the boarding passes. Select your AI agent, such as OpenAI, as the action application. The action event will be ‘Extract Content from PDF Image’. This allows the AI agent to read and extract necessary information from the uploaded boarding pass.

To connect the AI agent, you will need an API token. Click on the prompt to generate a new token from your OpenAI account. Once generated, paste the token into the Pabbly Connect setup. Specify the model to use, such as GPT-4, and map the image PDF URL from the previous step.

• Enter a prompt to specify what details to extract, like traveler name and flight number.
• Use structured output to receive the response in JSON format.
• Test the AI agent by clicking ‘Save and Send Test Request’ to ensure data is extracted correctly.

Once the data extraction is successful, you will receive the extracted details in a structured format, ready for the next step.

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4. Recording Data in Google Sheets

After extracting the necessary data, the next step is to record this information in Google Sheets. Within Pabbly Connect, select Google Sheets as the action application and set the action event to ‘Add New Row’. This ensures that every time data is extracted, it will be stored in your travel management sheet.

Connect to Google Sheets by selecting your existing connection or creating a new one. Choose the spreadsheet where you want to store the data, such as ‘Travel Management Sheet’. Then, map the extracted data fields like employee name, flight number, departure date, and departure time to the respective columns in the sheet.

Finally, click ‘Save and Send Test Request’ to create a new row in your Google Sheets. Verify that the data has been recorded correctly by checking your sheet for the new entry.

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5. Testing the Automation Workflow

Now that everything is set up, it’s time to test the entire automation workflow using Pabbly Connect. Upload a test boarding pass to the designated Google Drive folder. Monitor the workflow to see if the trigger captures the new file and if the AI agent successfully extracts the data.

After waiting for a few minutes (as Google Drive may take up to 10 minutes to process the new file), check your Google Sheets to confirm that the new entry has been created. This test validates that the automation is functioning as intended.

If the data appears correctly in your Google Sheets, congratulations! You have successfully created an AI agent using Pabbly Connect to automate travel management by extracting data from boarding passes.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate travel management by extracting data from boarding passes with AI agents. By following these steps, you can streamline your travel data management efficiently.

Learn how to automate the creation of Webflow items from form submissions using Pabbly Connect and AI agents. Step-by-step tutorial included. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

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1. Access Pabbly Connect for Automation

To create a Webflow item on Webflow form submission, you first need to access Pabbly Connect. This platform enables seamless integration between Webflow and other applications like AI agents.

To start, navigate to Pabbly Connect in your web browser. If you’re an existing user, click on the ‘Sign In’ button. New users can sign up for free and receive 100 free tasks to explore the platform.

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2. Create a New Workflow in Pabbly Connect

After signing in, you will be directed to the dashboard of Pabbly Connect. Here, you can manage your workflows. Click on the ‘Create Workflow’ button to begin setting up your automation.

When prompted, name your workflow (e.g., ‘Create Webflow Item on Webflow Form Submission using AI Agent’) and select a folder to save it in. This helps in organizing your workflows effectively.

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3. Set Up Trigger for Webflow Form Submission

In this step, you will set up a trigger for the Webflow form submission using Pabbly Connect. Select Webflow as your trigger application and choose the trigger event as ‘Form Submitted’. This event will initiate the workflow whenever a form is submitted.

Click on the ‘Connect’ button to establish a connection with Webflow. You will need to provide an API token from your Webflow account. After entering the token, select the site ID where the form is hosted and click on ‘Save and Send Test Request’ to ensure everything is connected properly.

• Select Webflow as the trigger application.
• Choose ‘Form Submitted’ as the trigger event.
• Provide the API token from Webflow.

Once the connection is established, you can capture the response from the form submission, which will be used in the next steps of the automation.

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4. Generate Content Using AI Agent

Next, you will set up an action in Pabbly Connect to generate content using an AI agent. Select OpenAI as your action application and choose the action event as ‘Chat GPT’ to create content based on the form submission.

Once connected, you will need to provide a prompt for the AI agent. This prompt should instruct the AI on what content to generate based on the title and description received from the Webflow form submission. Make sure to map the title and description from the previous step dynamically.

• Select OpenAI as the action application.
• Choose ‘Chat GPT’ as the action event.
• Provide a detailed prompt for the AI to follow.

This step allows the AI to generate a polished blog post suitable for your Webflow CMS based on the content submission.

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5. Publish the Generated Content on Webflow

Finally, you will set up another action in Pabbly Connect to publish the generated content on your Webflow site. Again, select Webflow as your action application and choose the action event as ‘Create Collection Item’.

After connecting, map the content generated by the AI agent to the appropriate fields in your Webflow CMS. You will need to provide the site ID and collection ID where the content will be published. Once everything is mapped, click on ‘Save and Send Test Request’ to publish the content.

To finalize the automation, you can add a subsequent action to publish the item immediately after it is created. This ensures that every form submission results in a live post on your Webflow site.

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Conclusion

In conclusion, using Pabbly Connect to automate the creation of Webflow items from form submissions enhances efficiency and reduces manual work. By following these steps, you can seamlessly integrate Webflow and AI agents to streamline content management for your business.

Learn how to automate script generation from Notion database items using Pabbly Connect, integrating AI Agent, Google Docs, and more. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To start generating video scripts automatically, you first need to access Pabbly Connect. Go to the Pabbly website and navigate to the Pabbly Connect page by entering ‘Pabbly.com/connect’ into your browser. This platform will help you integrate Notion with other applications.

Once on the Pabbly Connect page, you will see options to sign in or sign up. If you’re new, click on ‘Sign up free’ to create an account. Existing users can simply sign in. After logging in, you will be directed to the dashboard of Pabbly Connect, where you can start creating your automation workflows.

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2. Creating a Workflow in Pabbly Connect

Now that you are in Pabbly Connect, it’s time 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 as ‘Generate Script Using AI Agent from Notion Database Item’.

• Select the folder where you want to save this workflow.
• You can create multiple folders for better organization.

After naming your workflow, click on the ‘Create’ button. You will see the principles of automation: a trigger and an action. The trigger will initiate the workflow when a new item is added to your Notion database.

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3. Setting Up Notion as the Trigger in Pabbly Connect

In this step, select Notion as your trigger application in Pabbly Connect. Choose the trigger event as ‘New Database Item’. This means that every time a new item is added to your Notion database, it will trigger the workflow.

To connect Notion with Pabbly Connect, click on ‘Connect’ and then select ‘Add New Connection’. You will need to grant access to your Notion account by selecting the appropriate pages. Once authorized, you will see a successful connection message.

• Select the database ID from your Notion account that you want to monitor.
• Ensure you have added a new content idea in your Notion database before proceeding.

After selecting your database ID, click on ‘Save and Send Test Request’ to capture the response from Notion. This sets up the trigger successfully, allowing Pabbly Connect to monitor new entries.

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4. Generating Scripts Using OpenAI via Pabbly Connect

With the trigger set up, the next step is to use OpenAI to generate video scripts based on the content ideas captured from Notion. In Pabbly Connect, select OpenAI as your action application and choose the action event as ‘Chat GPT’.

To connect OpenAI with Pabbly Connect, click on ‘Connect’ and select ‘Add New Connection’. You will need to enter the API token from your OpenAI account. After entering the token, click on ‘Save’ to establish the connection.

Select the AI model you want to use for script generation (GPT-4 is recommended). Map the data fields from your Notion trigger to the prompt for generating the script.

After mapping the necessary fields, click on ‘Save and Send Request’ to generate the script. You will receive a successful response containing the generated script, which can now be used in your Google Docs.

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5. Saving Generated Scripts to Google Docs via Pabbly Connect

Now that you have your video script generated, the next step is to save it in Google Docs. In Pabbly Connect, add another action step and select Google Docs as your application. Choose the action event as ‘Create a Blank Document’.

To connect Google Docs with Pabbly Connect, click on ‘Connect’ and select your account. Once connected, you will need to map the document name to the title of your video script from the previous step.

After creating the document, add another action step to append the generated script to the document. Ensure you map the document ID correctly to append the content.

After appending the script, you can proceed to convert the document into a PDF format and save it in your Google Drive. This completes the automation process using Pabbly Connect.

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Conclusion

In this tutorial, we explored how to automate the generation of video scripts using AI agents from Notion database items through Pabbly Connect. By integrating Notion, OpenAI, and Google Docs, you can streamline your content creation process efficiently.

Utilizing Pabbly Connect allows for seamless automation, saving you time and enhancing your productivity in content creation.

Learn how to transform property deeds into structured legal records using Pabbly Connect and AI. Step-by-step guide to automate your workflow. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

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1. Access Pabbly Connect to Start Automation

To transform property deeds into structured legal records, first, access Pabbly Connect. Visit the Pabbly Connect website by entering ‘Pabbly.com/connect’ in your browser’s address bar.

Once on the Pabbly Connect landing page, you have two options: Sign up for a free account if you are new, or sign in if you are an existing user. After signing in, navigate to the dashboard to begin creating your automation workflow.

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2. Create a New Workflow in Pabbly Connect

In Pabbly Connect, click the ‘Create Workflow’ button to initiate your automation. Name your workflow, for example, ‘AI Agent for Property Data Extraction’. This name should reflect the purpose of your automation.

Select the folder where you want to save this workflow and click ‘Create’. You’ll see the workflow interface with two main sections: the trigger and action windows. The trigger will capture new files uploaded to Google Drive.

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3. Integrate Google Drive as Trigger

In the trigger window of your Pabbly Connect workflow, choose Google Drive as your application. Select the trigger event as ‘New File in Specific Folder’. This setup allows the AI agent to monitor a designated folder for new property deed PDFs.

Click ‘Connect’, then ‘Add New Connection’ to link your Google Drive account. Sign in with your Google credentials and allow access. After establishing the connection, select the folder where your property deeds will be uploaded and click ‘Save and Send Test Request’. This action captures the latest file uploaded.

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4. Use OpenAI to Extract Data from PDFs

Next, in the action window of Pabbly Connect, search for OpenAI and select the action event as ‘Extract Content from PDF/Image’. Connect your OpenAI account by entering your API key. You can generate this key from your OpenAI dashboard.

After connecting, specify the model you wish to use, such as GPT-4 Mini. For the PDF file URL, map the download link from the Google Drive trigger step. Enter a prompt instructing OpenAI to extract details from the PDF according to a structured output format.

• Select the appropriate OpenAI model.
• Map the PDF file URL from the previous step.
• Provide a structured output format for the extracted data.

Click ‘Save and Send Test Request’ to validate the extraction process. You should receive a response containing the extracted data formatted according to your specifications.

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5. Add Extracted Data to Google Sheets

Finally, to store the extracted data, add another action step in Pabbly Connect and select Google Sheets. Choose the action event ‘Add New Row’. Connect your Google Sheets account and select the spreadsheet where you want to store the data.

Map the fields from the OpenAI response to the respective columns in your Google Sheets. This step ensures that all extracted details are organized correctly. After mapping all necessary fields, click ‘Save and Send Test Request’ to confirm that the data is successfully added to your Google Sheets.

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Conclusion

In this tutorial, we demonstrated how to transform property deeds into structured legal records using Pabbly Connect. By integrating Google Drive, OpenAI, and Google Sheets, you can automate the extraction and organization of legal documents efficiently.

Learn how to transcribe and summarize audio files using Pabbly Connect. This step-by-step tutorial covers integration with Google Drive, OpenAI, and Google Sheets. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Audio Transcription

To start transcribing and summarizing audio files, the first step is to set up Pabbly Connect. Go to your browser and search for Pabbly.com/connect. This will take you to the Pabbly Connect landing page where you can either sign in or sign up for a new account.

Once signed in, click on the ‘Access Now’ button under Pabbly Connect to reach the dashboard. From here, create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow something like ‘AI Agent for Audio Transcription and Summary’ and click on the ‘Create’ button to proceed.

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2. Integrating Google Drive with Pabbly Connect

In this section, we will integrate Google Drive with Pabbly Connect to capture new audio files. In the trigger step of your workflow, search for Google Drive and select it. Choose the trigger event as ‘New File in Specific Folder’ and click on ‘Connect’.

• Select your Google Drive account by clicking on ‘Sign in with Google’.
• Choose the folder where you will upload your audio files.
• Change the sharing permissions of the folder to ‘Anyone with the link’ for access.

After these steps, click on ‘Save and Send Test Request’ to ensure that Pabbly Connect captures the latest audio file uploaded to the selected folder. You will receive a response confirming the connection.

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3. Sending Audio to OpenAI for Transcription

Now that we have the audio file in Pabbly Connect, the next step is to send it to OpenAI for transcription. In the action step, search for OpenAI and select it. Choose the action event as ‘Generate Transcript’ and connect your OpenAI account by entering your API key.

Once connected, you will need to map the audio file URL received from Google Drive to the OpenAI action step. Select the model you want to use for transcription, such as Whisper, and click ‘Save and Send Test Request’. You will receive a response containing the transcription of the audio file.

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4. Summarizing the Transcription with ChatGPT

After obtaining the transcription, we will now summarize it using ChatGPT. Again, in the action step, select OpenAI, but this time choose the action event as ‘ChatGPT’. Since we’ve already connected our OpenAI account, you can select the existing connection. using Pabbly Connect

• Choose the AI model for summarization, such as GPT-4 Mini.
• Enter a prompt requesting the summary of the transcription.

After entering the prompt, click ‘Save and Send Test Request’ to receive the summary response. This will complete the summarization process using ChatGPT.

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5. Recording Data in Google Sheets

The final step is to log the audio file details, transcription, and summary into Google Sheets using Pabbly Connect. In the action step, search for Google Sheets and select it. Choose the action event as ‘Add New Row’ and connect your Google Sheets account.

After connecting, select the spreadsheet where you want to record the data. Map the fields for file name, file link, transcription, and summary from the previous steps. Click ‘Save and Send Test Request’ to confirm that the data has been successfully added to your Google Sheets.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to transcribe and summarize audio files seamlessly. By integrating Google Drive, OpenAI, and Google Sheets, you can automate the entire process efficiently. Start utilizing Pabbly Connect today to enhance your workflows!

Learn how to use Pabbly Connect for automated blog content planning and scheduling with AI agents like OpenAI. Step-by-step integration guide. 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

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1. Access Pabbly Connect for Automation

To begin automating your blog content planning and scheduling, you first need to access Pabbly Connect. Simply visit the Pabbly Connect homepage by typing the URL Pabbly.com/connect/inr in your browser.

Once there, you will see options to either sign in if you are an existing user or sign up for a free account. Signing up allows you to explore the platform with 100 free tasks monthly to test various automations.

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2. Creating Your Workflow in Pabbly Connect

After signing in, you will be directed to the Pabbly Connect dashboard. Here, click on the blue button labeled Create Workflow to start setting up your automation. You will be prompted to name your workflow, such as Automated Blog Content Planning.

• Select a folder to save your workflow.
• Click on Create to save the workflow.

Once the workflow is created, you will see a blank canvas featuring Pabbly Connect‘s trigger and action windows. The trigger will initiate the workflow when a new request is added, setting the stage for the automation process.

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3. Setting Up the Trigger with Google Sheets

For this automation, the trigger will be set to Google Sheets. When a new row is added to your spreadsheet, it will trigger the workflow. Select Pabbly Connect as the trigger application and choose the event New or Updated Spreadsheet Row.

Next, you will receive a webhook URL and instructions to connect Google Sheets with Pabbly Connect. Copy the webhook URL and navigate to your Google Sheets. Use the Extensions menu to install the Pabbly Connect Webhooks add-on, which will facilitate this connection.

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4. Configuring the AI Agent for Content Generation

After successfully setting up the trigger, it’s time to configure your AI agent, such as OpenAI, to generate blog content. Select Pabbly Connect as the action application and choose ChatGPT as the action event to generate content based on the details received from Google Sheets.

Log into your OpenAI account to create a new connection. You will need an API key from OpenAI, which can be obtained from your account settings. Once connected, provide a detailed prompt that specifies the content requirements, such as the tone, audience, and format of the blog post.

• Include the client’s topic keyword and target audience in your prompt.
• Ensure the content is SEO-friendly and well-structured.

Map the responses from the previous steps to ensure that the generated content aligns with the client’s requirements, allowing for dynamic updates with each new entry in Google Sheets.

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5. Finalizing Content Upload to Google Docs and Drive

Once the content is generated, the next step is to upload it to Google Docs. Use Pabbly Connect to create a new document with the title derived from the generated content. Select the action event Create a Blank Document and map the title dynamically.

After creating the document, append the generated blog content to it using the Append a Paragraph to Document action. This ensures that the content is automatically added to the document without manual intervention. Finally, upload the document as a PDF to Google Drive for team review.

Select Pabbly Connect to share the file in Google Drive. Map the file ID and folder ID to ensure proper uploads.

This integration allows for seamless content planning and scheduling, enhancing your workflow efficiency significantly.

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Conclusion

By leveraging Pabbly Connect with an AI agent, you can streamline your blog content planning and scheduling processes. This automation not only saves time but also enhances the quality of your content creation, making your digital marketing efforts more effective.

Learn how to automate WooCommerce order follow-ups using Pabbly Connect, integrating Gmail and AI for seamless customer communication. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To begin automating WooCommerce order follow-ups, first, access Pabbly Connect. This platform allows seamless integration between various applications like Gmail and WooCommerce without any coding skills required.

Start by visiting the official Pabbly website. If you are a new user, sign up for a free account to access 100 tasks monthly. Existing users can simply log in. Once logged in, navigate to the Pabbly Connect dashboard where you can create your automation workflows.

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2. Creating a New Workflow in Pabbly Connect

In this step, you will create a new workflow in Pabbly Connect to automate the sending of follow-up emails for new WooCommerce orders. Click on the ‘Create Workflow’ button and name your workflow, for instance, ‘Auto-Send WooCommerce Order Follow-Ups’.

Next, select the trigger application. For this automation, choose WooCommerce. Then, set the trigger event to ‘New Order Created’. This means that the workflow will activate whenever a new order is placed in WooCommerce.

• Click on the ‘Create’ button to finalize the workflow setup.
• Connect your WooCommerce account by providing the required Webhook URL in the WooCommerce settings.
• Ensure that the Webhook is set to trigger on order creation.

After setting up the trigger, you will test the connection to ensure that Pabbly Connect captures the new order details correctly. This is crucial for the subsequent actions in your workflow.

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3. Integrating Open AI for Follow-Up Messages

Once the WooCommerce trigger is set up, the next step involves integrating Open AI with Pabbly Connect. This integration will allow you to generate personalized follow-up messages for customers who place orders.

Select Open AI as the action application. Choose the event to generate a response. Here, you will enter a prompt that instructs the AI on how to create follow-up messages. For example, the prompt could be: ‘Write a friendly follow-up email thanking the customer for their order and informing them about shipping details.’

• Make sure to map the customer’s name and product details from the WooCommerce order response into the prompt.
• Select the appropriate AI model, such as GPT-4, to ensure high-quality responses.

After configuring the prompt, test this action to see if Open AI generates the expected follow-up message. This step is essential for ensuring that the automated messages are relevant and engaging for your customers.

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4. Sending Follow-Up Emails via Gmail

With the follow-up messages generated by Open AI, the next step is to send these messages through Gmail using Pabbly Connect. Select Gmail as the action application and choose the action event as ‘Send Email’.

Here, you will map the email fields from the Open AI response. Enter the recipient’s email address, which you will also map from the WooCommerce order details. Make sure to personalize the email by including the customer’s name and the product they ordered.

Specify the subject line for the email, such as ‘Thank You for Your Order!’. Ensure the email content is mapped correctly from the Open AI response.

After setting up the email action, test this integration to confirm that the email is sent successfully to the customer upon placing an order. This ensures that your automation is functioning as intended, providing timely communication to your customers.

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5. Sending SMS Notifications via Twilio

Finally, to enhance customer communication, you can also send SMS notifications to customers using Twilio through Pabbly Connect. Select Twilio as the action application and choose the action event as ‘Send SMS’.

In this step, you will map the recipient’s phone number from the WooCommerce order details and include the same follow-up message generated by Open AI. This allows customers to receive immediate updates via SMS.

Enter the sender’s phone number from your Twilio account. Test the SMS sending action to ensure that customers receive the notifications promptly.

With this final integration, your automation workflow will now send both email and SMS follow-ups to customers, enhancing their experience and keeping them informed about their orders.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to build an AI agent that automatically sends WooCommerce order follow-ups via email and SMS. By integrating WooCommerce, Open AI, Gmail, and Twilio, you can streamline customer communication and enhance their shopping experience.

Learn how to automate the extraction of donation receipts to Google Sheets using Pabbly Connect. Step-by-step tutorial for seamless integration. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To automate the extraction of donation receipts to Google Sheets, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website at paby.com/connect/inr. This platform allows you to create seamless workflows without any coding skills.

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 get started. Existing users should select ‘Sign In’ to access their dashboard where you can create your automation workflow.

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2. Creating a New Workflow in Pabbly Connect

After signing in, you will be directed to your dashboard. Click on the ‘Create Workflow’ button to initiate the setup process. You will be prompted to name your workflow; enter a descriptive name such as ‘Auto Extract Donation Receipts to Google Sheets.’ Choose a folder for saving your workflow. using Pabbly Connect

• Select an existing folder or create a new one.
• Click on the ‘Create’ button to proceed.

This action will take you to the workflow window, where you can set up triggers and actions. Triggers are events that start the workflow, while actions are responses to those triggers. Here, you will be selecting Google Drive as your trigger application.

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3. Setting Up Google Drive as the Trigger Application

In the workflow window, search for and select ‘Google Drive’ as your trigger application. For the trigger event, choose ‘New File in Specific Folder.’ This setup will ensure that the workflow is triggered whenever a new donation receipt is uploaded to the specified folder. using Pabbly Connect

• Ensure that your selected folder is shareable with edit access.
• Click on ‘Connect’ to link your Google Drive account.

After connecting, select the specific folder where you will upload donation receipts. Once set up, click on ‘Save and Send Test Request’ to ensure the connection is working properly. This will capture the latest file uploaded in the Google Drive folder.

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4. Using OpenAI to Extract Data from Receipts

For the next step, you will integrate OpenAI as the action application to extract content from the uploaded donation receipts. Search for ‘OpenAI’ and select it as your action application. Choose ‘Extract Content from PDF/Image’ as the action event. using Pabbly Connect

Connect your OpenAI account by entering the API key. Map the PDF URL from the previous Google Drive step.

Once the connection is established, you will enter a prompt for extraction. Define the structured output in JSON format that specifies the details you want extracted, such as donor name, donation amount, and date. After setting this up, click on ‘Save and Send Test Request’ to test the extraction process.

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5. Adding Extracted Data to Google Sheets

Finally, to store the extracted information, you will add another action step and select ‘Google Sheets’ as the application. Choose the action event ‘Add New Row’ to insert the extracted data into your spreadsheet. using Pabbly Connect

Connect your Google Sheets account using the same method as before. Select the spreadsheet and the specific sheet where data will be added.

Map the extracted fields from OpenAI to the corresponding columns in Google Sheets. After mapping all necessary fields, click on ‘Save and Send Test Request’ to confirm that the data is correctly added. Check your Google Sheets to verify that the data appears as expected.

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Conclusion

By following these steps, you can effectively automate the extraction of donation receipts to Google Sheets using Pabbly Connect. This integration not only saves time but also minimizes manual entry errors, ensuring your data is organized and accessible. Explore the capabilities of Pabbly Connect to enhance your workflow and efficiency in managing donation records.

Learn how to create a WhatsApp chatbot for your knitting store using Pabbly Chatflow. This detailed tutorial guides you through the process step by step.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Chatflow for Your Knitting Store

To create a WhatsApp chatbot for your knitting store, you first need to access Pabbly Chatflow. Open your browser and navigate to the Pabbly Chatflow landing page by entering ‘Pabbly.com/chatflow’.

If you’re a new user, click on ‘Sign Up for Free’ to create an account and receive a free trial. Existing users can simply click on ‘Sign In’ to access their accounts. Once logged in, select ‘Access Now’ under Pabbly Chatflow to begin your chatbot setup.

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2. Adding Your WhatsApp Number in Pabbly Chatflow

The next step involves adding your WhatsApp number to Pabbly Chatflow. Navigate to the dashboard and find the ‘Add WhatsApp Number’ button. Click on it to proceed.

• Enter your Meta Access Token.
• Input your Phone Number ID.
• Provide your WhatsApp Business Account ID.

These details can be obtained by setting up a WhatsApp Cloud API. After entering all required information, your WhatsApp number will be successfully added to Pabbly Chatflow.

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3. Creating the Chatbot Flow in Pabbly Chatflow

Once your WhatsApp number is added, you can start creating the chatbot flow in Pabbly Chatflow. Go to the flow section on the left sidebar and click on the ‘Add Flow’ button.

In the pop-up window, you can start your flow using keywords and regular expressions (regex). For example, enter common greetings like ‘hi’, ‘hello’, and ‘hey’ to trigger the chatbot. Make sure to press enter after each keyword to add them correctly.

• Use regex to capture user intents like ‘explore gift options’ or ‘looking for wool’.
• Follow the regex pattern: ‘/b(\w+)/b’ to match keywords.

After setting up the keywords and regex, you can connect it with actions in the chatbot flow. This allows the chatbot to respond based on user inputs.

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4. Configuring User Questions in Pabbly Chatflow

Now that you have established the flow, it’s time to configure user questions. Start by asking for the user’s full name. Drag and drop the ‘Ask Question’ action and connect it to the flow start. using Pabbly Connect

In the message field, enter a prompt asking for the user’s full name. Select the appropriate contact custom field for full name and set the format to text. You can also specify the number of attempts for the user to respond.

Next, add another ‘Ask Question’ action to request the user’s email address. Use dynamic messages to personalize responses, such as ‘Thanks a bunch, [Full Name]’.

After collecting the user’s information, you can provide them with options to explore different aspects of your knitting store, enhancing their experience.

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5. Finalizing Your Chatbot Setup in Pabbly Chatflow

After configuring the questions and responses, you need to finalize your chatbot setup in Pabbly Chatflow. Create buttons for options like ‘Yarn Collections’, ‘Store Timings’, and ‘Explore Gift Sets’.

For each button, connect it to a corresponding message or media type. This allows users to receive detailed responses based on their selections. Make sure to test the flow by sending messages to see if the chatbot responds correctly.

Finally, save your flow by naming it appropriately, such as ‘Knitting Store’. Ensure the flow is active to handle incoming messages automatically.

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Conclusion

Creating a WhatsApp chatbot for your knitting store using Pabbly Chatflow is a straightforward process that enhances customer interaction. By following the steps outlined, you can provide instant responses to customer inquiries, improving satisfaction and efficiency.