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Automatically Create Reports Using Google Sheets & AI

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect to Start Automation

To begin automating your report generation, access Pabbly Connect by visiting pabby.com/connect. This powerful integration platform allows you to connect various applications seamlessly.

If you are a new user, click on “Sign Up Free” to create an account and receive 100 free tasks monthly. Existing users can simply sign in. Once logged in, navigate to the dashboard of Pabbly Connect and click on “Access Now” to start creating your workflow.

2. Create a Workflow in Pabbly Connect

In this step, you will create a new workflow using the AI Workflow Builder in Pabbly Connect. Click on “Create Using AI” and input a brief description of your automation. For instance, write: “When a new row is added in Google Sheets, send data to OpenAI for generating content and create a blank document in Google Docs.”

Select “New or Updated Spreadsheet Row” as the Google Sheets trigger.
Choose OpenAI as the action app and select “Start GPT”.
For Google Docs, select the action to create a blank document.

After setting up the initial steps, review your workflow and click “Approve and Create” to finalize it. This step confirms that your automation is correctly configured in Pabbly Connect.

3. Connect Google Sheets with Pabbly Connect

To link Google Sheets with Pabbly Connect, you need to copy the webhook URL generated by your workflow. Open your Google Sheets and install the Pabbly Connect Webhooks add-on from the Google Workspace Marketplace.

Once installed, refresh your Google Sheets, click on the “Extensions” menu, and select “Pabbly Connect Webhooks”. Choose “Initial Setup” and paste the webhook URL into the designated field. Set your trigger column to the final data column (e.g., column J) and click “Submit” to complete the setup.

4. Test the Connection

After configuring the webhook in Google Sheets, it’s crucial to test the connection. Click on the “Send Test” button within the Pabbly Connect add-on. This action sends test data to the webhook URL, confirming whether the integration works as intended.

Make sure to enable the “Send on Event” option to ensure that any new data added to Google Sheets triggers the automation in Pabbly Connect. Once you receive a successful response, your Google Sheets is now linked with Pabbly Connect.

5. Generate Reports Using OpenAI and Google Docs

With your data flowing from Google Sheets to Pabbly Connect, the next step is to generate reports using OpenAI. First, connect to OpenAI by entering your API key, which you can obtain from your OpenAI account.

Map the necessary fields from the Google Sheets data into the OpenAI prompt. After setting up the mapping, click on “Save and Send Test Request” to generate the report. Once the report is generated, you can create a new document in Google Docs and add the content generated by AI.

Finally, review the newly created document in Google Docs to ensure that the report is formatted correctly. This entire process showcases how Pabbly Connect facilitates seamless automation between Google Sheets, OpenAI, and Google Docs.

Conclusion

This tutorial demonstrated how to automate report generation from Google Sheets to Google Docs using Pabbly Connect. By following these steps, you can streamline your workflow and enhance productivity.