Creating Fundraising Appeals Using Pabbly Connect and AI

Learn how to automate fundraising appeals and emails using Pabbly Connect and AI. Step-by-step guide for seamless integration with Google Sheets and Gmail. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Fundraising Appeals

To begin automating fundraising appeals, you need to access Pabbly Connect. Start by visiting the Pabbly Connect website and either sign in or sign up for a new account. This platform serves as the central hub for connecting various applications like Google Sheets and Gmail.

Once you are logged in, navigate to the dashboard. Here, you can view all Pabbly applications. For this tutorial, we will focus on Pabbly Connect to create a workflow that automates the email drafting process for fundraising appeals.

2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, the first step is to create a new workflow. Click on the ‘Create Workflow’ button. You will be prompted to name your workflow. For this example, title it ‘How to Write Fundraising Appeals and Emails Using an AI Agent’. After naming, click on ‘Create’ to proceed.

• Select Google Sheets as the trigger application.
• Choose ‘New or Updated Spreadsheet Row’ as the trigger event.
• Copy the provided webhook URL for later use.

After setting up the trigger, you will configure the Google Sheets integration to capture data entered into your spreadsheet, which will trigger the email drafting process automatically.

3. Setting Up Google Sheets with Pabbly Connect

Next, integrate Google Sheets with Pabbly Connect to capture fundraising details. Open your Google Sheets and install the Pabbly Connect Webhooks add-on if you haven’t done so. Navigate to Extensions > Add-ons > Get Add-ons, and search for Pabbly Connect Webhooks.

Once installed, refresh your spreadsheet. Then, go to Extensions > Pabbly Connect Webhooks > Initial Setup. Paste the copied webhook URL and specify the trigger column (e.g., column D). This setup allows Pabbly Connect to send data from the spreadsheet to your workflow whenever a new entry is made.

4. Configuring the AI Agent with Pabbly Connect

Now that Google Sheets is connected, it’s time to configure the AI agent for drafting emails. Select OpenAI as your action application in Pabbly Connect. Choose ‘Create Completion’ as the action event. If you haven’t connected your OpenAI account yet, follow the prompts to enter your API key.

Once connected, map the necessary fields such as campaign name, purpose, emotional hook, and donation goal from the previous Google Sheets step. This mapping ensures that the AI agent generates personalized email content based on the data provided in the spreadsheet.

5. Finalizing Email Drafts in Gmail

After generating the email content with the AI agent, the final step is to create a draft in Gmail using Pabbly Connect. Select Gmail as your action application and choose ‘Create Draft’ as the action event. If you haven’t connected your Gmail account, do so by following the connection prompts.

Map the email subject and body generated by the AI agent to create a draft email for each recipient listed in your Google Sheets. Once everything is set, click on ‘Save and Send Test Request’. Check your Gmail drafts to ensure that the emails have been created successfully without any manual intervention.

Conclusion

This tutorial demonstrates how to use Pabbly Connect to automate the process of writing fundraising appeals and emails. By integrating Google Sheets, an AI agent, and Gmail, you can streamline your fundraising efforts and save valuable time. This automation allows you to focus on more important tasks while ensuring your appeals are impactful and timely.