Automate Scholarship Application Evaluations Using Pabbly Connect and AI Agent

Learn how to automate scholarship application evaluations using Pabbly Connect and AI Agent. Step-by-step tutorial for seamless integration. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To begin automating scholarship application evaluations, access Pabbly Connect by navigating to Pabbly.com/connect in your browser. This platform serves as the central hub for integrating various applications involved in the evaluation process.

Once on the Pabbly Connect landing page, you have the option to sign in or sign up for free. If you’re new, click on the ‘Sign Up for Free’ button to create your account, which allows you to explore automation features with 100 free tasks each month.

2. Creating a Workflow in Pabbly Connect

After logging into your Pabbly Connect account, the next step is to create a new workflow. Click on the ‘Create Workflow’ option and name it ‘Automate Scholarship Application Evaluations using AI Agent’. This workflow will manage the entire automation process. using Pabbly Connect

• Choose the AI folder to save the workflow.
• Select Google Sheets as the trigger application.
• Set the trigger event to ‘New or Updated Spreadsheet Row’.

By selecting Google Sheets, you enable Pabbly Connect to capture data every time a new scholarship application is submitted. This data will then be processed by your AI agent for evaluation.

3. Setting Up Google Sheets with Pabbly Connect

To connect Google Sheets with Pabbly Connect, you need to install the Pabbly Connect Webhooks add-on. Navigate to ‘Extensions’ in Google Sheets, then select ‘Add-ons’ and find Pabbly Connect Webhooks in the Google Workspace Marketplace.

After installing, go back to Pabbly Connect and copy the webhook URL provided. Paste this URL into the Pabbly Connect Webhooks setup in Google Sheets. Choose a specific trigger column (e.g., Column G) that will send data to Pabbly Connect when filled.

• Select the trigger column to send data.
• Click on ‘Send Test Request’ to confirm the setup.

Once the test request is sent, Pabbly Connect will capture the details from Google Sheets, allowing for further actions based on this data.

4. Integrating the AI Agent with Pabbly Connect

With Google Sheets set up, the next step is to integrate your AI agent, such as OpenAI, with Pabbly Connect. In the action step, select OpenAI and choose the action event as ‘Chat GPT’ to generate eligibility summaries based on the captured data.

To establish this connection, you must log into your OpenAI account and create an API token. This token will allow Pabbly Connect to communicate with your AI agent effectively.

Generate a new API key in your OpenAI account. Map the necessary fields from Google Sheets to the prompt in OpenAI.

By mapping these fields, you ensure that every time a new application is submitted, the AI agent evaluates the information and generates a summary automatically.

5. Finalizing the Automation and Document Creation

After setting up the AI agent, the last step involves creating a document in Google Docs to store the eligibility summary. In Pabbly Connect, select Google Docs as your action application and choose the ‘Create Document’ action event. using Pabbly Connect

Map the necessary fields to generate a dynamic document name and content based on the evaluation results. Following this, use the ‘Append Paragraph’ action to add the summary generated by the AI agent into the document.

Map the document ID and summary text accordingly. Ensure the document is saved in the correct Google Drive folder.

Finally, upload the document as a PDF to Google Drive for easy sharing with team members. This completes the automation process, allowing seamless evaluations of scholarship applications using Pabbly Connect.

Conclusion

Automating scholarship application evaluations using Pabbly Connect and an AI agent streamlines the entire process, saving time and resources. By following these steps, you can efficiently manage applications and generate summaries for review.