Effortlessly Convert Insurance Documents to Digital Records with Pabbly Connect

Learn how to use Pabbly Connect to automate the conversion of insurance documents into digital records with AI. Step-by-step tutorial included. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Document Conversion

To start converting insurance documents into digital records, you need to access Pabbly Connect. Open your browser and go to the Pabbly Connect landing page by searching for ‘Pabbly.com/connect’. Here, you’ll see 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 an account. Existing users can simply click on ‘Sign In’. After signing in, you will be directed to the dashboard where you can access all Pabbly applications. Click on ‘Access Now’ under Pabbly Connect to get started.

2. Creating a Workflow in Pabbly Connect

Once you are in Pabbly Connect, you need to create a new workflow. Click on the ‘Create Workflow’ button. You will be prompted to name your workflow and choose a folder for it. For this tutorial, name it ‘Convert Insurance Documents to Digital Records with AI Agent’ and save it in the ‘Automations’ folder.

• Click on ‘Create’ to open the workflow window.
• Set up a trigger and action for your workflow.

This is where you’ll define the trigger (the event that starts the workflow) and the action (what happens as a result). For this automation, the trigger will be Google Drive, and the action will be the AI agent extracting content.

3. Setting Up Google Drive as the Trigger

In the workflow window, select Google Drive as your trigger application. Choose the trigger event as ‘New File in a Specific Folder’. Click on ‘Connect’ to add a new connection to your Google Drive account. using Pabbly Connect

After clicking ‘Sign in with Google’, select your Gmail account and grant the necessary permissions. Ensure that the folder you select in Google Drive, which contains the insurance documents, is set to be sharable. This is crucial for the AI agent to access the documents.

• Select the folder named ‘Insurance Documents’.
• Click ‘Save and Send Test Request’ to test the connection.

Once the test is successful, you will see the last file uploaded in your Google Drive reflected in Pabbly Connect.

4. Configuring the AI Agent for Content Extraction

Next, you will set up the AI agent to extract content from the insurance documents. Select OpenAI as your action application and choose ‘Extract Content from PDF/Image’ as the action event. Click ‘Connect’ to link your OpenAI account. using Pabbly Connect

To connect, you will need an API key from OpenAI. Navigate to your OpenAI API key page, create a new secret key, and copy it. Paste this key into Pabbly Connect and select the GPT-4 model for extraction. For the PDF URL, map the URL from the previous Google Drive step.

Enter a prompt to extract details, such as ‘Extract me the details from the given PDF’. Generate the structured output JSON object based on the details you want to extract.

Once you have entered the structured output, click ‘Save and Send Test Request’. The AI agent will then extract the details from the insurance PDF.

5. Adding Extracted Data to Google Sheets

After extracting the data, the final step is to add it to Google Sheets. Select Google Sheets as your action application and choose ‘Add New Row’ as the action event. Connect your Google Sheets account by signing in with Google and granting permissions.

Choose the spreadsheet and sheet where you want to store the extracted data. Map the details extracted from the AI agent to the respective columns in your Google Sheets. Click on ‘Save and Send Test Request’ to add the data.

Now, whenever a new file is added to your specified Google Drive folder, Pabbly Connect will trigger the workflow, and the AI agent will extract the details and add them into Google Sheets automatically, streamlining your document management process.

Conclusion

This tutorial has shown how to use Pabbly Connect to effortlessly convert insurance documents into digital records. With the integration of Google Drive, OpenAI, and Google Sheets, you can automate your document management efficiently.