Automate Meeting Preparation with Pabbly Connect: A Step-by-Step Guide

Learn how to automate meeting preparation using Pabbly Connect with Google Sheets and AI agents. Streamline your workflow today! This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Meeting Automation

To start automating meeting preparation, access Pabbly Connect by visiting its homepage. This platform allows you to integrate various applications seamlessly.

Once on the homepage, you will see options to either sign in or sign up. If you are new, click on ‘Sign Up Free’ to create an account and explore the features with 100 free tasks every month.

2. Creating a Workflow in Pabbly Connect

After signing in to Pabbly Connect, you can create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard.

• Name your workflow, for example, ‘Use AI Agents to Automate Meeting Preparation’.
• Select a folder to save your workflow.
• Click on the ‘Create’ button to finalize your workflow setup.

This will set the stage for integrating Google Sheets and other applications for your automated meeting preparation process.

3. Integrating Google Sheets with Pabbly Connect

To automate the meeting preparation, you need to connect Google Sheets with Pabbly Connect. Select Google Sheets as your trigger application and choose the event ‘New or Updated Spreadsheet Row’.

Once you select the trigger event, a webhook URL will be generated. Copy this URL to connect Google Sheets with Pabbly Connect. You will need to install the Pabbly Connect add-on in Google Sheets to complete this integration.

• Go to Extensions > Add-ons > Get Add-ons in Google Sheets.
• Search for ‘Pabbly Connect Webhooks’ and install it.
• After installation, refresh Google Sheets and configure the add-on with the copied webhook URL.

Once this is done, you will have successfully set up Google Sheets to work with Pabbly Connect.

4. Using OpenAI to Generate Meeting Agendas

Next, you will need to integrate OpenAI with Pabbly Connect to generate meeting agendas based on the details provided in Google Sheets. Select OpenAI as the action application and choose the event ‘ChatGPT’.

Connect your OpenAI account by entering the API key obtained from your OpenAI account. After successfully connecting, set up the prompt to generate the meeting agenda using the variables from Google Sheets, such as meeting title, objective, participants, and key topics.

Map the meeting title from Google Sheets to the prompt. Include other relevant details like objectives and participants. Click on ‘Save and Send Test Request’ to verify the integration.

This integration allows Pabbly Connect to automate the generation of meeting agendas, ensuring you are always prepared.

5. Finalizing the Document Creation and Storage

After generating the meeting agenda, the next step is to create a Google Docs document and store the agenda. In Pabbly Connect, select Google Docs as the action application and choose ‘Create a Blank Document’ as the action event.

Connect your Google Docs account and map the meeting title to name the document. After creating the document, add another action step to append the generated meeting agenda into the document.

Select the document ID from the previous step. Map the content generated by OpenAI to insert into the document. Save and send the request to finalize the document creation.

With this, you will have a well-structured document ready for your meeting, all facilitated through Pabbly Connect.

Conclusion

In this tutorial, we explored how to automate meeting preparation using Pabbly Connect with Google Sheets and OpenAI. By following these steps, you can streamline your workflow and ensure you are always prepared for your meetings.