Automate Data Analysis from Sales Reports with Pabbly Connect

Learn how to automate data analysis from sales reports using Pabbly Connect with Google Sheets and OpenAI. Step-by-step tutorial included. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Automation

To automate data analysis from sales reports, start by accessing Pabbly Connect. Visit the official website and either sign in or create a free account. New users can sign up for free and get 100 tasks each month to explore the features of Pabbly Connect.

Once you are logged into your account, click on the ‘Access Now’ button to navigate to the Pabbly Connect dashboard. Here, you can create a new workflow to begin your automation process.

2. Create a New Workflow in Pabbly Connect

In this section, you will create a workflow in Pabbly Connect to automate data analysis. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. A dialog box will appear prompting you to name your workflow.

For this workflow, name it ‘AI Agent to Automate Data Analysis from Sales Reports’ and select an appropriate folder to save it. After naming the workflow, click on the ‘Create’ button. You will see two windows: one for the trigger and one for the action.

• Click on ‘Create Workflow’ to start.
• Name your workflow appropriately.
• Select a folder for organization.

Now that your workflow is created, you need to set up the trigger for when new data is added to your Google Sheets.

3. Set Up Trigger in Pabbly Connect

The next step involves setting up the trigger in Pabbly Connect. Select ‘Google Sheets’ as your trigger application. Choose the trigger event as ‘New or Updated Spreadsheet Row’. This allows Pabbly Connect to capture data when new sales data is entered.

After selecting the trigger application and event, Pabbly Connect will provide you with a webhook URL. Copy this URL and go to your Google Sheets document. Navigate to Extensions > Add-ons > Get Add-ons and search for ‘Pabbly Connect Webhooks’ to install it.

• Select ‘Google Sheets’ as the trigger application.
• Choose ‘New or Updated Spreadsheet Row’ as the event.
• Copy the webhook URL provided by Pabbly Connect.

After installation, refresh your Google Sheets and go back to Extensions > Pabbly Connect Webhooks > Initial Setup. Paste the webhook URL and set the trigger column (e.g., Column F) where the total revenue data will be entered. Click on the ‘Submit’ button to complete the setup.

4. Set Up Action in Pabbly Connect

With the trigger set, the next step is to define the action in Pabbly Connect. For the action application, select ‘OpenAI’ and the action event as ‘Chat GPT’. This will allow Pabbly Connect to send the sales data to OpenAI for analysis.

Click on the ‘Connect’ button and then ‘Add New Connection’. You will need to provide an API key from your OpenAI account. Generate a new secret key by navigating to the API keys section in your OpenAI account and copy the token into Pabbly Connect.

Select ‘OpenAI’ as the action application. Use ‘Chat GPT’ as the action event. Generate and copy the API key from OpenAI.

After connecting OpenAI, set the AI model to use (e.g., GPT-4) and create a prompt that outlines what analysis you want. This prompt should specify the fields you want analyzed and any insights you need. Map the relevant fields from the previous step to the prompt.

5. Update Google Sheets with Analysis

After receiving the analysis from OpenAI, it’s time to update your Google Sheets with the results. Add another action step in Pabbly Connect and select ‘Google Sheets’ again, but this time choose ‘Update Row’ as the action event.

Connect to your Google Sheets account and select the spreadsheet and sheet where you want to update the data. Map the data from the analysis to the corresponding fields in your Google Sheets. Click on the ‘Save and Send Test Request’ button to confirm the update.

Select ‘Google Sheets’ and ‘Update Row’ for the action. Choose the correct spreadsheet and sheet. Map the analysis data to the respective fields.

Once the data is updated, you can check your Google Sheets to see the new analysis automatically added. This process ensures that your sales reports are always up-to-date with the latest insights generated by your AI agent powered by Pabbly Connect.

Conclusion

In this tutorial, we explored how to automate data analysis from sales reports using Pabbly Connect, Google Sheets, and OpenAI. By following these steps, you can efficiently analyze sales data and keep your reports updated with minimal manual effort. Leverage the capabilities of Pabbly Connect to enhance your data management processes.