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Automatically Generate PDFs & Email Them Using Pabbly AgenticAI

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start using Pabbly Connect, log into your Pabi Agentic AI account. Click on the “Sign In” button, and enter your username and password. Once logged in, navigate to the Pabi Agentic AI application dashboard.

In the dashboard, look for the “Access Now” button under the Pabi Agentic AI application. Click it to enter the application where you will create your workflow for capturing website screenshots and generating PDFs.

2. Creating Your Workflow in Pabbly Connect

To create a workflow using Pabbly Connect, name it something descriptive, such as “Website Screenshot to PDF to Email”. This workflow will automate the process of capturing a website snapshot, generating a PDF, and sending it via email.

Define your use case in the prompt box for clarity.
Pabbly Connect will outline the workflow steps automatically.

After defining your use case, Pabbly Connect will start working on the automation. It will outline the necessary steps: capturing a screenshot, generating a PDF, and sending an email with the PDF attached.

3. Configuring the Screenshot API in Pabbly Connect

When prompted by Pabbly Connect, choose a preferred service for the screenshot API. In this case, select “Screenshot One API”. You will need to provide the API key and secret key obtained from the Screenshot One dashboard.

Copy the API key and secret key and paste them into the respective fields in Pabbly Connect. This step is crucial as it ensures that Pabbly Connect can securely access the Screenshot API to capture website images.

4. Setting Up Email in Pabbly Connect

Next, configure the email settings in Pabbly Connect. Enter the sender email address, which will be used to send the PDF attachment. You can also set the receiver email address, which can be the same or dynamic based on your needs.

Provide your Gmail app password for authentication.
Ensure that your Gmail account is set up to allow app passwords.

Once the email settings are configured, Pabbly Connect will test the API connection to ensure everything is working correctly. If successful, it will proceed to build the workflow steps automatically.

5. Testing the Workflow in Pabbly Connect

With the workflow set up, you can now test it using Pabbly Connect. Input a website URL, like “paby.com”, to capture a screenshot. Pabbly Connect will execute the steps: capturing the screenshot, generating the PDF, and emailing it to the specified address.

Once the test is complete, check your inbox for the generated PDF attachment. You can also schedule the workflow to run daily at a specific time, ensuring you receive regular updates.

In conclusion, utilizing Pabbly Connect to automate PDF generation and email sending is an efficient way to streamline your business processes. By following these steps, you can easily integrate various applications and enhance your workflow.