Automate Business Reports with Pabbly Connect and AI Agents for Effortless Summaries

Learn how to automate business reports using Pabbly Connect and an AI agent for effortless summaries. Step-by-step tutorial with Google Drive, Sheets, and more. 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

1. Accessing Pabbly Connect to Automate Business Reports

To automate business reports using Pabbly Connect, first access the platform by visiting the Pabbly Connect website. You must either sign in to your existing account or create a new account if you are a first-time user. Pabbly Connect offers 100 free tasks every month for new users, making it easy to get started.

After signing in, you will see a dashboard displaying various Pabbly apps. Click on the ‘Access Now’ button under Pabbly Connect to enter the automation dashboard. This is where you will create your workflow for automating business reports.

2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, creating a workflow is essential for automating tasks. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. A dialog box will appear asking for the workflow name and folder selection. using Pabbly Connect

• Name your workflow ‘Automate Business Reports with an AI Agent’.
• Select the appropriate folder where you want to save your workflow.

After naming your workflow and selecting the folder, click the ‘Create’ button. You will now see two windows labeled ‘Trigger’ and ‘Action’. The trigger is the event that starts the workflow, while the action is what happens as a result.

3. Setting Up the Trigger in Google Drive

The next step involves setting up the trigger in Pabbly Connect using Google Drive. Click on the trigger application and select ‘Google Drive’. The trigger event you need is ‘New File in Specific Folder’. This will allow Pabbly Connect to monitor a designated folder for any new uploads.

Once you select Google Drive, click on the ‘Connect’ button. You will need to authorize Pabbly Connect to access your Google Drive account. Choose the account where your business reports are stored and click ‘Allow’ to grant permissions.

• Select the specific folder where you will upload business reports.
• Click on ‘Save and Send Test Request’ to test the connection.

This setup ensures that every time a new report is uploaded to Google Drive, Pabbly Connect will trigger the automation process.

4. Extracting Data with an AI Agent

Now that the trigger is set, the next step is to extract data from the uploaded business reports using an AI agent. For this, select OpenAI as the action application in Pabbly Connect. The action event will be ‘Extract Content from PDF/Image’. This allows you to pull data from the uploaded PDF files.

After selecting OpenAI, click on the ‘Connect’ button. If you haven’t created a connection before, you will need to generate an API token from your OpenAI account. Follow the prompts to create a new secret key and paste it into Pabbly Connect.

Map the PDF file link from the previous trigger step into the input field. Set up your prompt to specify what details you want to extract from the report.

This process enables the AI agent to summarize the reports and extract key details automatically, making it easier to manage business insights.

5. Storing Extracted Data in Google Sheets

Finally, to keep track of the extracted data, you will want to store it in Google Sheets. In Pabbly Connect, add another action step and select Google Sheets as the application. The action event should be ‘Add New Row’ to insert the extracted data into your spreadsheet.

Connect your Google Sheets account and select the spreadsheet you created for storing business report details. Map the data fields such as company name, industry, and revenue to the corresponding columns in your sheet.

Ensure you format the data correctly, adding symbols like $ for revenue and % for profit margins. Click on ‘Save and Test Request’ to confirm that the data is added to your Google Sheets.

This final step ensures that all extracted data is systematically recorded in Google Sheets, making it easy to track and analyze business reports.

Conclusion

In this tutorial, we explored how to automate business reports using Pabbly Connect and an AI agent for effortless summaries. By integrating Google Drive, OpenAI, and Google Sheets, you can streamline your reporting process, saving time and improving efficiency. With Pabbly Connect, managing business insights has never been easier.