Automate Feedback-Based Marketing Emails Using an AI Agent

Learn how to automate feedback-based marketing emails using Pabbly Connect with Google Forms, OpenAI, and Gmail in this step-by-step tutorial. 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

1. Accessing Pabbly Connect for Automation

To automate feedback-based marketing emails using Pabbly Connect, start by visiting the Pabbly website at Pabbly Connect. Once there, sign in to your existing account or sign up for a new one. New users can enjoy 100 free tasks monthly to explore the platform’s features.

After signing in, navigate to the Pabbly Connect dashboard. Here, you can view all your workflows. To create a new workflow, click on the ‘Create Workflow’ button. Choose the modern workflow builder for a more flexible experience. Name your workflow as ‘Automate Feedback-Based Marketing Emails Using an AI Agent’ and select a folder to organize your workflows.

2. Setting Up Google Forms in Pabbly Connect

In this section, we will integrate Google Forms as the trigger application in Pabbly Connect. Select Google Forms as your trigger application and choose the event ‘New Response Received’. This event will trigger the automation whenever a new feedback form is submitted.

• Select Google Forms in the trigger application.
• Choose ‘New Response Received’ as the trigger event.
• Click ‘Connect’ to establish a connection with Google Forms.

To connect Google Forms with Pabbly Connect, a webhook URL will be provided. Open your Google Form, ensure all required fields are set, and navigate to the responses section. Click on the ‘View in Sheets’ button to link your form responses to a Google Sheets document, which will help facilitate the data transfer to Pabbly Connect.

3. Configuring the Webhook in Google Sheets

Next, we will configure the webhook in Google Sheets to send data to Pabbly Connect. In your linked Google Sheets, go to the Extensions menu, select Add-ons, and then search for ‘Pabbly Connect Webhooks’ to install it. After installation, refresh the Google Sheets to ensure the add-on is active.

• Click on Extensions, then Pabbly Connect Webhooks.
• Select ‘Initial Setup’ and paste the webhook URL from Pabbly Connect.
• Set the trigger column to the final data entry column (e.g., Column G).

After entering the required details, click ‘Send Test’ to verify the connection. Once the test data is sent successfully, click ‘Submit’ to complete the setup. This ensures that any future responses will be sent to Pabbly Connect for processing.

4. Generating Responses Using OpenAI in Pabbly Connect

Once the Google Forms integration is set up, the next step is to use OpenAI to generate responses based on the feedback received. In Pabbly Connect, add OpenAI as your action application and select the event ‘Chat’. This will allow you to create a response based on the feedback data.

To connect OpenAI, you will need to enter your API token. You can create a new token by visiting the OpenAI API keys page. After entering the token, select the AI model (e.g., GPT-4 Mini) and craft a prompt that instructs the AI on how to respond to the feedback received. Make sure to include specific details in your prompt for accurate responses.

Select OpenAI as the action application. Choose ‘Chat’ as the action event. Map fields from Google Forms to the prompt for dynamic responses.

After setting up the prompt and mapping the necessary fields, click ‘Save and Send Test Request’ to generate a response. The AI will provide a tailored reply based on the feedback, which can then be sent via email.

5. Sending Emails via Gmail Using Pabbly Connect

In the final step, we’ll set up Gmail as the action application to send the generated response. In Pabbly Connect, add Gmail and select ‘Send Email’ as the action event. Connect your Gmail account by signing in and granting the necessary permissions.

Once connected, map the fields for the email, including the recipient’s address, subject, and content. Use the response generated by OpenAI as the email content to ensure the feedback is addressed appropriately. After entering all the required details, click ‘Save and Send Request’ to send the email.

Select Gmail as the action application. Choose ‘Send Email’ as the action event. Map the email fields and use the OpenAI response for the email content.

After sending the email, check your Gmail inbox to confirm that the feedback response has been successfully sent to the user. This completes the automation process for feedback-based marketing emails using Pabbly Connect.

Conclusion

In this tutorial, we explored how to automate feedback-based marketing emails using Pabbly Connect, Google Forms, OpenAI, and Gmail. By following the steps outlined, you can streamline your feedback response process and enhance customer engagement effectively.