Creating Custom Survey Forms Using Pabbly Connect: A Step-by-Step Guide

Learn how to create custom survey forms using Pabbly Connect to integrate Google Sheets, Google Docs, and AI Agents. Follow this detailed tutorial for seamless automation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To create custom survey forms using Pabbly Connect, start by accessing the Pabbly Connect platform. Simply visit the Pabbly Connect website and sign in to your account. If you’re a new user, you can sign up for free and start with 100 tasks monthly. using Pabbly Connect

Once logged in, you will be taken to the Pabbly Connect dashboard. Here, you can create a new workflow which will serve as the foundation for your automation process. Click on the ‘Create Workflow’ button and name it appropriately, such as ‘AI Agent to Create Custom Survey Forms’.

2. Setting Up Google Sheets with Pabbly Connect

In this step, you will set up Google Sheets as the trigger application within Pabbly Connect. Select Google Sheets from the available applications and choose the trigger event as ‘New or Updated Spreadsheet Row’. This trigger will monitor your spreadsheet for any new entries. using Pabbly Connect

• Select the spreadsheet containing your survey details.
• Copy the webhook URL provided by Pabbly Connect.
• Set up the trigger column in your spreadsheet.

After setting up the trigger, make sure to refresh your Google Sheets and install the Pabbly Connect Webhooks add-on if you haven’t done so already. This integration allows Pabbly Connect to receive data from Google Sheets whenever a new row is added or updated.

3. Configuring the AI Agent with Pabbly Connect

Next, configure the AI Agent to generate the survey form HTML code. Choose OpenAI as your action application for this step. Set the action event to ‘Charge GPT’. This will allow Pabbly Connect to utilize AI capabilities to generate the required HTML code based on your survey details. using Pabbly Connect

To establish this connection, you will need to input your OpenAI API token. Follow the prompts to create a new secret key in your OpenAI account, and then paste that token into Pabbly Connect. After connecting, specify the AI model you want to use, such as GPT-4 mini.

• Map the service name, survey purpose, and number of questions from the previous step.
• Craft a detailed prompt for the AI to generate the HTML code for the survey form.

Once you have entered all necessary details, click on the ‘Save and Send Test Request’ button. Pabbly Connect will then process the information and generate the HTML code for your survey form.

4. Creating a Google Docs Document with Pabbly Connect

After generating the HTML code, the next step is to create a Google Docs document to store this code. Select Google Docs as your action application and choose the action event ‘Create Document from Template’. You will need to authorize Pabbly Connect to access your Google Docs account. using Pabbly Connect

Choose the template you created for your survey forms and specify the document name. You can map the service name and purpose from the previous steps to personalize the document. Additionally, select the folder in Google Drive where you want to save the document.

Map the generated HTML code into the designated variable in your Google Docs template. Click on ‘Save and Send Test Request’ to finalize the document creation.

Once the process is complete, you will receive a confirmation that the document has been created successfully in your Google Drive. This document will now contain the HTML code for your custom survey form, ready for use.

5. Updating the Google Sheets Status with Pabbly Connect

The final step in this automation process is to update the status in your Google Sheets spreadsheet. Select Google Sheets again as your action application, and this time choose the action event ‘Update Row’. This will allow you to update the status of the survey form creation in your spreadsheet. using Pabbly Connect

Map the row index from the previous step to ensure that you are updating the correct row. Set the status field to ‘Created’ to indicate that the survey form has been successfully generated and documented.

Click on ‘Save and Send Test Request’ to complete the update. Check your Google Sheets to confirm that the status has been updated.

With these steps, you have successfully created a fully automated process using Pabbly Connect to generate custom survey forms. Each time you add new data to your Google Sheets, the entire workflow will run seamlessly, creating a new survey form and updating the status accordingly.

Conclusion

In this tutorial, we explored how to create custom survey forms using Pabbly Connect by integrating Google Sheets, Google Docs, and an AI agent. This powerful automation streamlines the process, saving time and ensuring accuracy in your survey form creation.