Author: Nitin Maheshwari

Learn how to automate customer feedback and review collection using Pabbly Chatflow to create a WhatsApp chatbot step by step. Learn how to create intelligent chat workflows that provide instant customer support while qualifying leads 24/7 without human intervention.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Chatflow for Your WhatsApp Chatbot

To build a WhatsApp chatbot for collecting customer feedback, start by logging into your Pabbly Chatflow account. Once logged in, navigate to the ‘Flows’ section from the left sidebar. Click on the ‘Add Flow’ button to create a new flow.

After creating the flow, give it a meaningful name, such as ‘Customer Feedback Bot’. This name will help you identify the purpose of the flow later. With the flow created, you can now set the trigger that will start the chatbot when specific keywords are received from customers.

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2. Defining Keywords to Trigger the Chatbot in Pabbly Chatflow

In your Pabbly Chatflow setup, the next step is to define the keywords that will trigger the chatbot. These keywords are crucial as they determine when the chatbot will start interacting with the customer. Common keywords might include ‘feedback’, ‘experience’, ‘review’, and ‘rating’.

• Add keywords such as ‘hello’, ‘hi’, and ‘feedback’.
• Use regex patterns to capture variations in customer messages.
• Ensure the regex is case-sensitive if required.

By setting these keywords and regex patterns, you ensure that the chatbot can effectively identify and respond to customer feedback requests, thus automating the process of collecting reviews.

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3. Creating the Chatbot Flow in Pabbly Chatflow

Once the keywords are set, you can start building the actual flow of your Pabbly Chatflow chatbot. The first step in the flow should be sending a welcome message to the customer, asking for their name. This can be done using the ‘Ask Question’ action in the flow setup.

Following the welcome message, you can ask the customer if they would like to provide feedback. Based on their response, you can create buttons for options like ‘Yes’ or ‘Maybe later’. If the customer chooses to provide feedback, you can then prompt them to rate your service on a scale from 1 to 5.

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4. Handling Feedback Responses with Pabbly Chatflow

In this section, you will configure how your Pabbly Chatflow bot handles both positive and negative feedback. If a customer rates your service between 4 to 5, the bot should thank them and request that they leave a review on Google. This encourages satisfied customers to share their positive experiences publicly.

Conversely, if a customer rates between 1 to 3, the bot should apologize for their experience and offer to connect them with a support agent. This approach not only addresses customer concerns but also helps in improving your services based on their feedback.

• Send a thank you message for positive feedback.
• Request a Google review link for satisfied customers.
• Offer support for negative feedback.

By effectively managing feedback, your Pabbly Chatflow chatbot enhances customer satisfaction and engagement while streamlining the feedback collection process.

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5. Testing Your WhatsApp Chatbot with Pabbly Chatflow

After setting up the flow and handling responses, it’s crucial to test your Pabbly Chatflow WhatsApp chatbot. This testing phase ensures that the chatbot responds correctly to customer inquiries and feedback. You can simulate customer messages to see how the bot reacts based on the keywords and responses you defined earlier.

Once you are satisfied with the chatbot’s performance, save your flow in Pabbly Chatflow and deploy it on your WhatsApp business account. This will allow real customers to interact with the bot, making your feedback collection process automated and efficient.

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Conclusion

Building a WhatsApp chatbot for customer feedback and automated review collection is made easy with Pabbly Chatflow. By following the steps outlined, you can automate your feedback process effectively, enhancing customer engagement and satisfaction.

Learn how to create a WhatsApp chatbot using Pabbly Chatflow to automate sharing deals, discounts, and special offers with your customers. Create intelligent chat experiences that delight users while collecting valuable information and moving prospects through your sales process.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Chatflow for WhatsApp Chatbot

To create a WhatsApp chatbot that shares deals and discounts, you need to start by accessing Pabbly Chatflow. This powerful platform enables seamless integration with WhatsApp, allowing you to automate communication with your customers.

Once logged in to Pabbly Chatflow, navigate to the ‘Flows’ section on the left sidebar. Click on the ‘Add Flow’ button to initiate the creation of your chatbot. Name your flow, for example, ‘Divine Glamour Deals Bot,’ which reflects the nature of your business and the purpose of the chatbot.

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2. Defining Triggers in Pabbly Chatflow

In this section, you will set up triggers that will activate your chatbot in Pabbly Chatflow. The chatbot should respond to specific keywords that customers might use when inquiring about discounts and deals.

• Add keywords such as ‘discount,’ ‘offers,’ and ‘appointments’.
• Utilize regular expressions (regex) to catch variations in user queries.
• Make sure to toggle case sensitivity as needed for accurate keyword detection.

After defining the keywords, your chatbot will be able to recognize customer inquiries effectively, ensuring that it responds promptly when customers are looking for deals on beauty services.

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3. Creating Welcome Messages in Pabbly Chatflow

Once the triggers are set up, the next step in Pabbly Chatflow is to create a welcoming message. This message will greet customers when they first interact with your chatbot. A friendly greeting sets the tone for the conversation.

To implement this, drag the ‘Ask Questions’ action into your flow and connect it to the trigger. For example, the welcome message can say, ‘Hi there! Welcome to Divine Glamour Makeup Studio. Before we share our latest deals, may I know your name?’ This personal touch encourages engagement.

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4. Presenting Discount Offers in Pabbly Chatflow

After collecting the customer’s name, the next step is to present the available discount offers. This is where Pabbly Chatflow shines by allowing you to customize messages based on the services offered.

• Send a message detailing the discounts available for makeup, hair styling, and skincare services.
• Include buttons for customers to select which service they are interested in.
• Automatically respond with specific discount codes based on the selected service.

This structured approach not only makes it easier for customers to engage but also enhances their experience by providing tailored offers.

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5. Finalizing the Chatbot in Pabbly Chatflow

After setting up all the essential components of your chatbot in Pabbly Chatflow, it’s crucial to review and finalize the flow. Ensure that all messages, triggers, and actions are correctly linked.

Once everything is in place, click on the ‘Save’ button to update your chatbot. Test the chatbot by sending a message from a WhatsApp number to see how it responds. This live testing will confirm that your chatbot is functioning as intended and that customers will receive timely responses.

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Conclusion

In conclusion, using Pabbly Chatflow to create a WhatsApp chatbot for sharing deals, discounts, and special offers is a straightforward process. By following the steps outlined above, you can automate customer interactions and enhance your business’s efficiency.

Learn how to build an AI agent to extract data from financial reports using Pabbly Connect. This detailed tutorial guides you through the integration process step-by-step.

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1. Setting Up Pabbly Connect for Financial Report Data Extraction

To begin automating the extraction of data from financial reports, you’ll need to set up Pabbly Connect. This platform serves as the central hub for integrating various applications, enabling seamless workflows. Start by signing up for a free account on Pabbly Connect’s website. Once registered, navigate to your dashboard.

On the dashboard, click on the ‘Create Workflow’ button. Name your workflow, for example, ‘AI Agent to Extract Financial Report Data’. Select the desired folder within your Pabbly Connect account where you want to save this workflow, and click ‘Create’. This initiates the setup process for your AI agent.

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2. Integrating Google Drive with Pabbly Connect

The first step in the workflow involves integrating Google Drive with Pabbly Connect. This allows the AI agent to monitor a specific folder for new financial reports. In the trigger window, search for Google Drive and select it. Choose the trigger event as ‘New File in Specific Folder’.

• Click ‘Connect’ and select ‘Add New Connection’.
• Sign in with your Google account and allow access to Pabbly Connect.
• Select the folder containing the financial reports.

After configuring these settings, click ‘Save and Send Test Request’. This step will verify the connection by fetching details from the most recent file in the specified Google Drive folder, confirming that the integration is functioning correctly.

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3. Extracting Data Using OpenAI with Pabbly Connect

Once Google Drive is connected, the next step involves sending the financial report to OpenAI for data extraction. In the action window of Pabbly Connect, search for OpenAI and select it. Choose ‘Extract Content from PDF Images’ as the action event.

To establish this connection, click ‘Connect’ and enter your OpenAI API key. You can obtain this key from your OpenAI account dashboard under the API keys section. After connecting, you will need to specify the model to use, such as GPT-4 Mini, and provide the URL of the document to extract data from.

• Map the PDF or image URL from the Google Drive trigger response.
• Enter a prompt for OpenAI, for example, ‘Extract the details from this financial report in structured format’.
• Provide a JSON schema to define the structure of the output.

After configuring these parameters, click ‘Save and Send Test Request’. This will execute the extraction process, and you should receive a structured response containing the extracted data from the financial report.

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4. Adding Extracted Data to Google Sheets Using Pabbly Connect

The final step in this automation is to transfer the extracted data into Google Sheets. In Pabbly Connect, add a new action step and search for Google Sheets. Select ‘Add New Row’ as the action event.

Connect your Google Sheets account by clicking ‘Connect’ and signing in. After successful authentication, select the spreadsheet where you want to store the extracted data. Map the fields from the OpenAI response to the corresponding columns in your Google Sheet.

Map fields such as Business Name, Report Date, and Cash Equivalent to their respective columns. Ensure that all necessary fields are mapped correctly for accurate data transfer.

After mapping the fields, click ‘Save and Send Test Request’. This will add a new row to your Google Sheet with the extracted data from the financial report, completing the automation process.

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5. Testing Your AI Agent for Data Extraction

With the setup complete, it’s time to test your AI agent. Upload a new financial report to the designated Google Drive folder. The AI agent, powered by Pabbly Connect, will check for new files every 10 minutes due to the polling-based connection.

After the upload, wait for the AI agent to process the file, extract the data using OpenAI, and populate the Google Sheet. Once completed, you should see a new row with the extracted data in your Google Sheet.

This testing phase confirms that your AI agent is functioning as intended. You can now automate the extraction of data from financial reports seamlessly using Pabbly Connect. Additionally, you can further customize the workflow as per your requirements.

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Conclusion

In this tutorial, we demonstrated how to build an AI agent to extract data from financial reports using Pabbly Connect. By integrating Google Drive, OpenAI, and Google Sheets, you can automate the tedious process of data extraction efficiently. This automation not only saves time but also enhances accuracy in managing financial data.

Learn how to automate blog post generation from Airtable using Pabbly Connect. This detailed tutorial covers step-by-step integration with AI agents. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

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1. Setting Up Pabbly Connect for Blog Generation

To generate blog posts using Pabbly Connect, start by signing up for a free account. Access the Pabbly Connect dashboard, where you can create workflows to automate various tasks. This is crucial as it allows you to connect Airtable with AI platforms for blog content generation.

Once you are logged into Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow; for instance, you can name it ‘AI Agent for Airtable’. After naming, select the appropriate folder in your Pabbly account and click ‘Create’. This sets the stage for integrating Airtable and AI platforms through Pabbly Connect.

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2. Connecting Airtable to Pabbly Connect

In this step, you will connect your Airtable account to Pabbly Connect. This is essential for the trigger event that will initiate the workflow whenever a new record is added to your Airtable base. Select Airtable as the app in the trigger section and choose the event as ‘New Record’.

• Click on ‘Connect’ and select ‘Add New Connection’.
• Authenticate your Airtable account by clicking on ‘Connect with Airtable’.
• Grant access to the base you want to use, allowing Pabbly Connect to access your Airtable data.

After successfully connecting, choose the base and table where you will input the blog topics. Ensure you have a field named ‘Created’ with the type set as ‘Created Time’ to capture new records. This setup allows Pabbly Connect to monitor changes in your Airtable database effectively.

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3. Generating Blog Content Using AI

With Airtable connected, the next step is to send the topic and target audience to an AI platform like OpenAI. In the action step of your Pabbly Connect workflow, select OpenAI as the app and choose ‘Chat GPT’ as the action event. This integration is where the actual blog content generation happens.

To connect to OpenAI, you need to enter your API key. Obtain this by logging into your OpenAI account, navigating to the API key section, and creating a new key. After entering the API key in Pabbly Connect, select the AI model you wish to use, such as GPT-4 Mini.

• In the prompt field, enter a detailed instruction for generating the blog content.
• Map the topic and target audience fields from the trigger step into the prompt.

Once the prompt is set, click ‘Save and Send Test Request’ to generate the blog content. The AI will return a structured blog post based on the provided topic and audience, showcasing the power of Pabbly Connect in automating content creation.

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4. Updating Airtable with Generated Blog Content

The final step is to update your Airtable database with the generated blog content. For this, add another action step in your Pabbly Connect workflow, selecting Airtable again and choosing the event ‘Update Record’. This ensures that the blog content generated by AI is stored back in the appropriate record.

Connect to your existing Airtable connection and select the same base and table used earlier. Then, map the record ID from the trigger step to ensure the correct entry is updated. Finally, map the generated blog content to the corresponding field in Airtable.

Click on ‘Save and Send Test Request’ to execute the update. Check your Airtable to confirm that the blog content has been added successfully.

This step completes the integration process, showcasing how Pabbly Connect effectively automates the entire workflow from topic input to content generation and database updating.

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5. Conclusion

In this tutorial, you learned how to leverage Pabbly Connect to automate the generation of blog posts from Airtable. By connecting Airtable with AI platforms like OpenAI, you can streamline your content creation process effectively. This integration not only saves time but also enhances productivity in managing blog content.

Utilizing Pabbly Connect allows you to build powerful automations that can transform how you manage your content workflows. Start using this integration today and experience the efficiency it brings to your blogging efforts.

Learn how to use Pabbly Connect to auto-generate newsletter content with AI agents by integrating Facebook, Google Docs, and more. Follow this detailed tutorial! Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

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1. Accessing Pabbly Connect for Newsletter Automation

To begin auto-generating newsletter content using AI agents, you first need to access Pabbly Connect. This platform facilitates the integration of various applications, allowing you to automate workflows seamlessly.

Visit the Pabbly Connect homepage at Pabbly.com/connect. If you’re a new user, click on ‘Sign Up Free’ to create an account and receive 300 tasks every month. Existing users can simply click on ‘Sign In’ to access their dashboard.

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2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, you need to create a new workflow to automate your newsletter generation process. Click on the ‘Create Workflow’ button at the top right corner of your dashboard.

• Enter a name for your workflow, such as ‘Auto-Generate Newsletter Content with AI Agents’.
• Select a folder to save your workflow, such as ‘Automations’.
• Click the ‘Create’ button to finalize your workflow setup.

Now that your workflow is created, you can set up a trigger and actions that will define how your newsletter content is generated automatically.

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3. Setting Up RSS Trigger in Pabbly Connect

The first step in your workflow is to set up a trigger using RSS by Pabbly. This allows you to pull the latest industry trends from an RSS feed. Select ‘RSS by Pabbly’ as your trigger application and choose the trigger event as ‘New Item in Feed’. using Pabbly Connect

Next, enter the RSS feed URL from which you want to pull updates. For example, you might use the Hindu RSS feed for industry trends. Once the URL is entered, click on ‘Save and Send Test Request’ to ensure the connection is working. You should receive the latest item from the feed.

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4. Generating Newsletter Content Using OpenAI

After setting up the RSS trigger, the next action is to generate content for your newsletter using OpenAI. Select OpenAI as your action application and choose the action event as ‘ChatGPT’.

To connect OpenAI, you will need an API key. Generate a new API key from your OpenAI account and paste it into Pabbly Connect. After connecting, select the AI model (like GPT-4) and create a prompt that includes the topic and news link from the RSS feed.

• Map the title and content from the RSS feed to the prompt.
• Click on ‘Save and Send Test Request’ to generate the newsletter content.

Once the content is generated, you can move on to creating a Google Docs document to store this content.

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5. Creating and Uploading the Document in Google Drive

In this final step, you will create a document in Google Docs to contain the generated newsletter content. Select Google Docs as your action application, and choose the action event ‘Create Blank Document’.

Connect your Google Docs account to Pabbly Connect by signing in. After successfully connecting, map the document name to the title received from the RSS feed. Click on ‘Save and Send Test Request’ to create the document.

Add another action for Google Docs to append the generated content. Finally, upload the document to Google Drive in PDF format.

With these steps completed, you have successfully automated the process of generating newsletter content using Pabbly Connect!

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to auto-generate newsletter content with AI agents by integrating various applications like RSS feeds, OpenAI, and Google Docs. This automation not only saves time but also keeps your audience updated with the latest industry trends.

Learn how to automate customer feedback replies using Pabbly Connect, Google Forms, OpenAI, and Gmail in this step-by-step tutorial. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

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1. Setting Up Pabbly Connect for Customer Feedback Automation

To begin automating replies to customer feedback, you need to access Pabbly Connect. This platform allows seamless integration between different applications. Start by visiting the Pabbly Connect website and signing in or signing up for a new account.

Once you are logged in, you will see the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button to initiate the setup for your automation process. This is where you will connect Google Forms, OpenAI, and Gmail using Pabbly Connect.

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2. Creating Google Form for Customer Feedback

The next step is to create a Google Form that will collect customer feedback. This form will include fields such as name, email, store location, satisfaction rating, and comments. After creating the form, you will need to link it to a Google Sheet to store the responses.

• Create a Google Form with necessary fields.
• Link the form to a Google Sheet to capture responses.
• Ensure the form is set to accept responses.

By integrating the Google Form with Pabbly Connect, every new submission will trigger the automation workflow you are about to create. This setup ensures that customer feedback is collected efficiently.

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3. Connecting Google Sheets to Pabbly Connect

After setting up your Google Form, the next step is to connect the corresponding Google Sheet to Pabbly Connect. This connection allows the automation to capture new responses as they come in. In the Google Sheets, select ‘Extensions’, then ‘Add-ons’, and install the Pabbly Connect Webhooks add-on.

• Install the Pabbly Connect Webhooks add-on.
• Open the add-on and set up the webhook URL provided by Pabbly Connect.
• Specify the trigger column to send data when new responses are recorded.

This integration is crucial for ensuring that any new feedback collected via Google Forms is sent to Pabbly Connect for processing.

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4. Integrating OpenAI with Pabbly Connect for Response Generation

With Google Sheets connected, the next step is to integrate OpenAI with Pabbly Connect. This integration will allow you to generate automated replies based on customer feedback. In your Pabbly Connect workflow, select OpenAI as the action application and choose the appropriate event to generate responses.

You’ll need to enter your OpenAI API key and select the model you wish to use for generating responses. Map the fields from Google Sheets to the OpenAI prompt to ensure personalized replies are created for each customer feedback.

Select OpenAI as the action application in Pabbly Connect. Enter your OpenAI API key to establish the connection. Map the Google Sheets fields to the OpenAI response prompt.

This setup ensures that each customer receives a tailored response based on their feedback, enhancing customer satisfaction while saving time.

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5. Sending Automated Email Replies via Gmail

The final step in this automation process is to set up Gmail to send the generated responses to customers. In your Pabbly Connect workflow, select Gmail as the next action application and configure it to send emails using the responses generated by OpenAI.

You’ll need to map the customer’s email address and the generated response content to the appropriate fields in the Gmail action setup. This ensures that each customer receives a personalized email thanking them for their feedback.

Select Gmail as the action application in Pabbly Connect. Map the customer’s email address to the recipient field. Map the OpenAI generated content to the email body.

By completing this step, you will have successfully automated the process of replying to customer feedback, improving engagement and satisfaction through timely responses.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate replies to customer feedback using Google Forms, OpenAI, and Gmail. This integration not only saves time but also enhances customer relationships by providing personalized responses. With Pabbly Connect, you can efficiently manage customer feedback and improve overall satisfaction.

Learn how to create a WhatsApp chatbot for your store using Pabbly Chatflow. Share business hours and address effortlessly with this detailed tutorial. Explore how leading businesses automate customer interactions with carefully designed chat sequences that feel natural and helpful.

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1. Creating a WhatsApp Chatbot with Pabbly Chatflow

In this section, we will explore how to create a WhatsApp chatbot using Pabbly Chatflow. This chatbot will help share your store’s business hours and address, streamlining customer interactions. Start by accessing your Pabbly Chatflow account and navigating to the dashboard.

From the left sidebar, locate the ‘Add Flow’ option, which allows you to create a new chatbot flow. Click on this option, and you will see a prompt to set up your flow. This is where the journey of automating your store information begins.

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2. Setting Up Triggers in Pabbly Chatflow

Now that you are in the flow setup, the first step is to establish the triggers that will activate your chatbot. In Pabbly Chatflow, triggers are essential for determining when the chatbot should respond to customer inquiries. For this, you need to enter keywords that customers might use, such as ‘hey’, ‘hello’, and ‘hi’.

• Enter keywords in the designated field.
• Use regular expressions (regex) for broader keyword detection.
• Enable the toggle for case-sensitive matching if necessary.

After entering your keywords and setting up the regex, your chatbot will be able to recognize various customer messages and trigger appropriate responses. This ensures that when customers ask about your store hours or location, the chatbot is ready to assist.

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3. Collecting Customer Information via Pabbly Chatflow

Once the triggers are established, the next step is to collect essential customer information. Using Pabbly Chatflow, you can prompt customers for their names and email addresses. Start this process by adding an ‘Ask Question’ action to your flow.

In the question field, input a friendly message asking for their name. Then, select the contact custom field for full name. You can also set the input format to text and determine the number of attempts allowed. This step is crucial for personalizing the interaction with your customers.

• Add another ‘Ask Question’ action for the email address.
• Select the contact custom field for email.
• Ensure the format is set to email for proper validation.

After collecting this information, your chatbot will be equipped to provide tailored responses based on the customer’s input, enhancing the overall experience.

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4. Providing Store Information with Pabbly Chatflow

With customer information in hand, it’s time to provide relevant store details. In this section, you will set up options for customers to choose from, such as business hours, store address, and contact details. Using Pabbly Chatflow, create buttons for each option.

For example, when a customer selects ‘Business Hours’, the chatbot should respond with the opening and closing times of your store. Similarly, if they choose ‘Store Address’, provide the location along with a Google Maps link for easy navigation. Set up these responses by connecting each button to the appropriate message.

Create a response for business hours. Provide the store address and a Google Maps link. Include contact details like phone number and email.

This setup allows your chatbot to effectively communicate important information, ensuring customers receive the details they need without delay.

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5. Testing Your Chatbot Flow in Pabbly Chatflow

After configuring your chatbot, it’s essential to test the flow to ensure everything works as intended. In Pabbly Chatflow, save your flow and activate it. Then, test it by sending a message via WhatsApp to your store.

For instance, send a message like ‘Hey, when do you open?’ The chatbot should respond with a greeting and ask for the customer’s name. Following this, it will request the email address and present the options for business hours, store address, or contact details. Verify that all responses are accurate and that the flow operates smoothly.

Once confirmed, your chatbot is ready to assist customers with their inquiries efficiently, enhancing customer satisfaction and reducing response times.

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Conclusion

By using Pabbly Chatflow, you can create an efficient WhatsApp chatbot that shares your store’s business hours and address. This automation not only saves time but also improves customer engagement by providing instant responses to inquiries.

Implementing this system allows you to focus on other important aspects of your business while your chatbot handles routine queries seamlessly.

Learn how to automate emailing blog post summaries using Pabbly Connect, integrating Google Sheets, OpenAI, and Gmail seamlessly. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

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1. Accessing Pabbly Connect for Blog Post Summaries

To start using Pabbly Connect, simply navigate to the Pabbly Connect landing page by entering ‘Pabbly.com/connect’ in your browser. This platform allows you to automate workflows without any coding knowledge. If you are a new user, you can sign up for free and get 100 tasks each month to explore the functionalities.

As an existing user, click on the ‘Sign In’ button to access your dashboard. Once logged in, you will see various Pabbly tools. Click on Pabbly Connect to begin creating your automation workflow. This is the central hub for integrating applications like Google Sheets and Gmail for your blog post summaries.

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2. Creating a Workflow in Pabbly Connect

Once you are in Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow. Enter a name such as ‘Email Blog Post Summaries Instantly’ and select a folder to save it in. After naming your workflow, click on the ‘Create’ button to proceed.

• Click on ‘Create Workflow’
• Name your workflow
• Select a folder

After creating the workflow, you will be directed to the workflow window. Here, you will set up a trigger and actions that define how the automation will work. Understanding these elements is crucial as they dictate the flow of your automation.

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3. Setting Up Google Sheets as a Trigger

Next, you will set Google Sheets as the trigger application in Pabbly Connect. Search for Google Sheets and select it. For the trigger event, choose ‘New or Updated Spreadsheet Row’. This will ensure that whenever you add a new blog post link and title in your Google Sheets, the automation is triggered automatically.

To connect Google Sheets with Pabbly Connect, you will need to copy the webhook URL provided. Open your Google Sheets and navigate to Extensions > Add-ons > Get Add-ons. Search for ‘Pabbly Connect Webhooks’ and install it if you haven’t already. After installation, refresh your Google Sheets.

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4. Integrating OpenAI to Generate Summaries

After setting up Google Sheets, the next step involves integrating OpenAI into your workflow using Pabbly Connect. Select OpenAI as your action application. Choose ‘Chat GPT’ as the action event. If prompted, you can either select an existing connection or create a new one by entering your OpenAI API key.

• Select OpenAI as the action application
• Choose ‘Chat GPT’ as the action event
• Enter your OpenAI API key

Once connected, you will set up the prompt for the AI agent to generate a summary. This prompt should instruct the AI to create a well-structured email summary based on the blog post details from Google Sheets. Mapping the data from the previous step is essential to ensure the summary is accurate and dynamic.

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5. Sending Emails with Gmail Action in Pabbly Connect

The final step is to set up Gmail to send the generated summaries to your audience. Add another action step in Pabbly Connect and select Gmail as the application. Choose ‘Send Email V2’ as the action event. You will need to connect your Gmail account and provide the necessary permissions.

After connecting, map the recipient’s email address from the iterator step, which contains your audience’s details. You can map the subject and content of the email based on the responses received from the previous steps. Finally, click on ‘Send Test Request’ to ensure everything works smoothly.

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Conclusion

By following these steps, you can effectively automate the process of emailing blog post summaries using Pabbly Connect. This integration not only saves time but also ensures your audience stays updated with your latest content. With the help of Pabbly Connect, you can connect various applications seamlessly, enhancing your workflow efficiency.

Learn how to use Pabbly Connect to create optimized SEO blog posts efficiently with multiple AI agents. Follow this detailed tutorial for step-by-step guidance. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

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1. Accessing Pabbly Connect for Your Blog Post Creation

To start creating optimized SEO blog posts, first access Pabbly Connect. This platform serves as the central hub for integrating various applications like Google Sheets, Google Docs, and AI agents.

Log in to your Pabbly Connect account or sign up if you are a new user. Existing users can access the dashboard where they can create workflows that automate the blog creation process.

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2. Creating a Workflow in Pabbly Connect

Once logged in, the next step is to create a workflow. Click on the “Create Workflow” button in the upper right corner of the dashboard. Name your workflow, for instance, ‘Create Optimized SEO Blog Post with the Help of Multiple AI Agents,’ and select a folder to save it. using Pabbly Connect

• Click on the ‘Create’ button to finalize the workflow setup.
• You will see two sections: Trigger and Action.

In the Trigger section, choose Google Sheets as your trigger application. This allows you to capture new blog titles added to your Google Sheets, which initiates the automation process.

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3. Integrating Google Sheets with Pabbly Connect

To link Google Sheets with Pabbly Connect, select the event as ‘New or Updated Spreadsheet Row.’ This setup allows Pabbly Connect to monitor changes in your Google Sheets.

Copy the provided webhook URL from Pabbly Connect and paste it into the Google Sheets add-on for Pabbly Connect Webhooks. This establishes a connection between the two applications.

• Go to Extensions > Add-ons > Get Add-ons in Google Sheets.
• Search for ‘Pabbly Connect Webhooks’ and install it.

Once installed, set up the webhook with the copied URL and define the trigger column (Column A) where your blog titles will be entered. This step is crucial for ensuring that new titles prompt the subsequent actions.

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4. Utilizing AI Agents for Content Generation

After setting up the trigger, the next step is to utilize AI agents through Pabbly Connect. Select OpenAI as your action application to generate keywords based on the blog title entered in Google Sheets.

Configure the action event as ‘ChatGPT’ and input the prompt that specifies the desired output, such as high-traffic keywords related to the blog title. This allows the AI agent to produce relevant keywords for your content.

Select the AI model and map the blog title from the previous step. Click on ‘Save and Send Test Request’ to receive the generated keywords.

Once the keywords are generated, you can rename this action step as ‘Keyword Research AI’ for better organization within your Pabbly Connect workflow.

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5. Finalizing the Blog Post and Sharing It

After generating the keywords, the next action is to create a blog post using the same AI agent. Again, select OpenAI, and this time, set the action event to generate the blog content based on the title and keywords.

Once the blog content is generated, you can create a document in Google Docs using the created content. For this, choose Google Docs in Pabbly Connect and select the action event as ‘Create Document from Template.’ Map the required fields such as title, keywords, and content.

Select the template you have prepared in Google Docs. Authorize Pabbly Connect to access your Google Docs.

Finally, share the document using Google Drive’s sharing feature within Pabbly Connect. This ensures that your team members can access the blog post without needing to share links manually.

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Conclusion

In summary, using Pabbly Connect to integrate Google Sheets, Google Docs, and AI agents allows you to create optimized SEO blog posts efficiently. This process automates the generation of content, keywords, and document sharing, enhancing your blogging workflow significantly.

Learn how to build an AI agent to extract data from legal documents using Pabbly Connect. Follow our step-by-step tutorial for seamless integration with Google Drive and Sheets.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect to Create Your AI Agent

To build an AI agent that extracts data from legal documents, the first step is accessing Pabbly Connect. Start by visiting the Pabbly Connect website and log in to your account. If you are a new user, you can sign up for free and get 100 free tasks every month.

Once logged in, you will see the dashboard where various Pabbly products are listed. Click on the Pabbly Connect access button to enter the automation dashboard. This is where you will create a workflow that will enable the AI agent to process legal documents efficiently.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a workflow. Click on the top right corner button labeled ‘Create Workflow’. A dialog box will appear, prompting you to name your workflow and select a folder for it.

• Name your workflow as ‘AI Agent to Extract Data from Legal Documents’.
• Select the appropriate folder from the dropdown menu where you want to save this workflow.

Once you have named your workflow and selected the folder, click on the ‘Create’ button. This will set up the initial structure of your workflow within Pabbly Connect.

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3. Setting Up Trigger and Action Steps

In Pabbly Connect, the automation process relies on triggers and actions. Start by configuring the trigger application. Click on the trigger window and select ‘Google Drive’ as your trigger app. The trigger event will be ‘New File in Specific Folder’, which captures when a rental agreement is uploaded.

Next, click on the connect button to authenticate your Google Drive account. Select the account where your rental agreements are stored and grant the necessary permissions. After authorization, choose the specific folder named ‘Rental Agreements’ where you will upload the documents.

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4. Extracting Data Using the AI Agent

With the trigger set up, it’s time to configure the action step that utilizes the AI agent. Choose ‘OpenAI’ as the action application and select the event ‘Extract Content from PDF or Image’. Click on the connect button and enter your OpenAI API token to establish a connection with Pabbly Connect.

In the action setup, map the PDF URL from the previous trigger step. This allows the AI agent to access the uploaded rental agreement. Specify the prompt for data extraction, detailing the exact information you want, such as the landlord’s name and tenant’s details. This structured output will ensure accurate data retrieval.

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5. Storing Extracted Data in Google Sheets

The final step involves storing the extracted data in Google Sheets. Add another action step, selecting ‘Google Sheets’ as the application and ‘Add New Row’ as the action event. Connect to your Google Sheets account and select the spreadsheet where you want to save the extracted data. using Pabbly Connect

Map the data fields from the AI agent’s response to the corresponding columns in your Google Sheets. This includes landlord name, tenant name, rental amount, and other relevant details. Click on the ‘Save and Send Test Request’ button to verify that the integration works correctly, ensuring that the data is accurately recorded in your spreadsheet.

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Conclusion

In this tutorial, we demonstrated how to build an AI agent using Pabbly Connect to extract data from legal documents efficiently. By integrating Google Drive and Google Sheets, you can automate the data extraction process, saving time and ensuring accuracy in your records.