Effortlessly Automate Passport Data Extraction with Pabbly Connect

Learn how to automate passport data extraction using Pabbly Connect, integrating Google Drive, AI Agent, and Google Sheets for seamless travel compliance. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating passport data extraction, you first need to access Pabbly Connect. Open a new tab in your browser and navigate to Pabbly.com/connect. Here, you will have options to sign in or sign up for free.

If you are a new user, click on the ‘Sign up for free’ button to create your account. Existing users can simply click on the ‘Sign In’ button. After signing in, you will be directed to the Pabbly Apps dashboard. Click on ‘Access Now’ under Pabbly Connect to begin.

2. Creating Your Workflow in Pabbly Connect

Once you are in Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to enter a name for your workflow. Name it ‘How to Effortlessly Automate Passport Data Extraction with AI Agent for Travel Compliance’ and choose a folder to save it in.

• Click on ‘Create’ to open the workflow window.
• This window is crucial as it defines your trigger and action.

In this window, you will set up a trigger application. For this automation, select Google Drive as your trigger application. Choose ‘New File in a Specific Folder’ as the trigger event, and click ‘Connect’ to link your Google Drive account with Pabbly Connect.

3. Setting Up the Trigger in Google Drive

After connecting Google Drive, select the specific folder where you will upload the passport files. Ensure that this folder is shared with the appropriate permissions, allowing the AI agent to access the documents.

• Make sure to set the folder permissions to ‘Anyone with the link can edit.’
• Click ‘Save and Send Test Request’ to test the connection.

Once the test request is successful, Pabbly Connect will capture the latest file uploaded in the specified Google Drive folder. This step is crucial as it ensures that the workflow is correctly set up to respond to new files.

4. Extracting Data from Passport Using AI Agent

Now that your trigger is set up, the next step is to extract data from the passport using the AI agent. Select the AI agent (OpenAI) as your action application and choose ‘Extract Content from PDF/Image’ as the action event.

You will need to connect your OpenAI account with Pabbly Connect. This requires an API key, which you can obtain from the OpenAI API key page. Once you have the key, paste it into the required field in your Pabbly Connect workflow.

Select the OpenAI model, preferably GPT-4 Mini. Map the PDF URL from the previous step to allow the AI agent to access the passport document.

After setting up the AI agent, you will enter a prompt for the AI to extract the necessary details. This allows for automated data extraction without manual input, streamlining your workflow.

5. Storing Extracted Data in Google Sheets

Once the AI agent has extracted the passport details, the final step is to store this data in Google Sheets. Select Google Sheets as your action application and choose ‘Add a New Row’ as the action event.

Connect your Google Sheets account to Pabbly Connect by signing in with your Google account. After connecting, select the spreadsheet where you want to store the extracted passport data.

Map the extracted details like full name, date of birth, passport number, nationality, date of issue, and expiry. Click ‘Save and Send Request’ to add the data to your Google Sheets.

With this, your workflow is complete! Every time you upload a passport to the specified Google Drive folder, Pabbly Connect will automatically trigger the AI agent to extract the data and store it in Google Sheets, making travel compliance effortless.

Conclusion

In this tutorial, we explored how to effortlessly automate passport data extraction using Pabbly Connect. By integrating Google Drive, an AI agent, and Google Sheets, you can streamline travel compliance efficiently. This automation saves time and reduces errors, enhancing your workflow.