Build an AI Agent to Summarize Large Documents into Google Sheets

Learn how to use Pabbly Connect to automate summarizing large documents into Google Sheets. Step-by-step tutorial on integration with Google Drive and AI tools. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect to Start Your Automation

To build an AI agent that summarizes large documents into Google Sheets, you first need to access Pabbly Connect. Open your browser and search for Pabbly.com, then click on the ‘Connect’ option to reach the dashboard.

Here, you will find options to either sign in if you are an existing user or sign up for a free trial. New users can take advantage of 100 free tasks every month to explore the software. After signing in, click on the ‘Access Now’ button to enter the Pabbly Connect interface.

2. Creating a Workflow in Pabbly Connect

Once you are on the Pabbly Connect dashboard, the next step is to create a new workflow. Click on the ‘Create’ button, which prompts you to select between the Beta version and the Classic version. For this tutorial, choose the Beta version for its enhanced flexibility.

• Click on the ‘Select’ button to proceed.
• Name your workflow, for example, ‘AI Agent to Summarize Large Documents into Google Sheets’.

After naming your workflow, you will see options to set up triggers and actions. This is where Pabbly Connect will facilitate the connection between Google Drive and your AI tool for summarization.

3. Setting Up the Trigger for Google Drive

In this step, you will configure the trigger that captures new files uploaded to your Google Drive. Select ‘Google Drive’ as the trigger application, then choose ‘New File in a Specific Folder’ as the event.

Next, you will need to connect your Google account. Click on ‘Connect’ and choose your account. After granting access, specify the folder where your documents will be uploaded. This is crucial as Pabbly Connect will monitor this folder for new files.

4. Adding AI Action to Summarize Documents

After setting up the trigger, the next step involves adding an action to utilize an AI tool for summarization. Select the AI tool you wish to use, such as OpenAI, and choose the event ‘Extract Content from PDF’.

• Connect to your OpenAI account by generating an API key.
• Map the required data fields, including the PDF URL and the prompt for summarization.

With Pabbly Connect, this action allows the AI to read the document and generate a summary automatically, which will be sent to the next step.

5. Updating Google Sheets with the Summary

The final step is to update your Google Sheets with the summarized content. Select ‘Google Sheets’ as the action application and choose ‘Add a New Row’ as the event.

Connect your Google Sheets account and specify the spreadsheet and sheet where you want the data to be added. Map the fields for the document name, link, and the generated summary. This ensures that every time a new document is summarized, it gets logged in your Google Sheets through Pabbly Connect.

Conclusion

Using Pabbly Connect, you can efficiently automate the process of summarizing large documents into Google Sheets. This integration not only saves time but also enhances productivity by allowing you to focus on essential tasks while the AI handles document summarization.