Automate Google Document Creation with AI Using Pabbly Connect

Learn how to automate Google Document creation from Google Sheets using Pabbly Connect and AI. Step-by-step guide with detailed instructions. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Automation

To begin automating Google Document creation using data from Google Sheets, first access Pabbly Connect. This platform serves as the central hub for integrating various applications seamlessly.

Open your browser and navigate to the Pabbly Connect homepage by typing the URL https://www.Pabbly.com/connect. If you are an existing user, click on the ‘Sign In’ button. New users can create an account by clicking ‘Sign Up for Free’, which provides 100 free tasks each month to explore automation capabilities.

2. Create a New Workflow in Pabbly Connect

After logging into Pabbly Connect, it’s time to create a new workflow. Click on the ‘Create Workflow’ button. A dialog box will appear asking for a name for your workflow.

Enter a descriptive name such as ‘Create Google Documents using AI Agent from Google Sheets’. Select a folder to save this workflow; for example, choose the ‘AI Automations’ folder. After naming and selecting the folder, click on ‘Create’ to proceed.

• Click on ‘Create Workflow’.
• Name your workflow appropriately.
• Choose the right folder for your workflow.

Once the workflow is created, you will see options for ‘Trigger’ and ‘Action’. This is where the automation process begins. The trigger will be set to Google Sheets.

3. Set Up Trigger and Action for Google Sheets and AI Agent

In this step, configure the trigger for your workflow. Select Google Sheets as the trigger application and choose the event type as ‘New or Updated Row’. This ensures that every time a new row is added to Google Sheets, the automation will trigger.

Once the trigger is set, you will receive a Webhook URL from Pabbly Connect. Copy this URL and head over to your Google Sheets. Navigate to Extensions, then Pabbly Connect Webhooks, and click on Initial Setup. Paste the Webhook URL into the provided field and specify the trigger column. For example, if your data ends at column F, set F as the trigger column.

• Select Google Sheets as your trigger application.
• Choose the event type ‘New or Updated Row’.
• Copy the Webhook URL and paste it in Google Sheets.

After configuring these settings, click on ‘Send Test’ to ensure the connection is working properly. Once the test is successful, your Google Sheets will now communicate with Pabbly Connect.

4. Generate Document Content Using AI Agent

With the trigger set, the next step is to generate the document content using your AI agent, such as OpenAI. In Pabbly Connect, select OpenAI as the action application and choose the event type as ‘Generate Content’.

For this step, you will need to provide the API key for OpenAI. If you don’t have one, you can easily create it from your OpenAI account. Once the connection is established, you can set up the prompt for your AI agent. This prompt should include all necessary details to create the document based on the data received from Google Sheets.

Select OpenAI as your action application. Choose the action event ‘Generate Content’. Map the fields from Google Sheets to the prompt in OpenAI.

Ensure your prompt is clear and includes all specifications for the document. Once everything is set, click on ‘Save and Send Test Request’ to generate the document content.

5. Create and Share Google Document

Now it’s time to create the Google Document using the generated content. In Pabbly Connect, select Google Docs as the action application and choose the event type ‘Create Document’. You will need to provide a name for the document, which can be dynamically mapped from the data received.

After creating the document, the next step is to append the generated content to this document. Select Google Docs again and choose the action event ‘Append Paragraph to Document’. Map the document ID from the previous step to ensure the content is added to the correct document.

Select Google Docs as the action application. Choose ‘Create Document’ and provide a dynamic name. Append the generated content to the document.

Finally, you can share the document with your team via Google Drive. Select Google Drive as your action application and choose the event type ‘Share File with Anyone’. This will allow your team members to access the document without any hassle.

Conclusion

By following these steps, you have successfully automated the process of creating Google Documents using data from Google Sheets with the help of Pabbly Connect and AI. This integration streamlines your workflow, making document creation efficient and hassle-free.