Extract Customer Feedback and Survey Data from PDF Forms to Google Sheets Using Pabbly Connect

Learn how to automate the extraction of customer feedback from PDF forms to Google Sheets using Pabbly Connect. Step-by-step guide with detailed instructions. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating the extraction of customer feedback using Pabbly Connect, you need to visit the Pabbly Connect website. Simply type ‘Pabbly.com/connect’ in your browser. This will take you to the homepage where you can either sign in or sign up for a free account.

As a new user, click on the ‘Sign Up for Free’ button to create an account. Existing users can log in directly. Upon signing up, you will receive 100 free tasks each month to explore the platform’s capabilities. Once logged in, navigate to the Pabbly Connect dashboard to begin creating your workflow.

2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, you will find an option to create a new workflow. Click on the ‘Create Workflow’ button and name your workflow, for example, ‘Extract Customer Feedback and Survey Data from PDF Forms to Google Sheets using AI Agent.’ This name helps you identify the workflow later.

After naming your workflow, you can select a folder to save it. This organization helps manage multiple workflows efficiently. Once you have set everything up, click on ‘Create’ to proceed. You will now see a blank workflow screen with two important sections: Trigger and Action.

• Select Google Drive as the Trigger Application.
• Choose ‘New File in Specific Folder’ as the Trigger Event.
• Connect your Google Drive account to Pabbly Connect.

This setup ensures that every time a new feedback form is uploaded to Google Drive, it will trigger the automation process.

3. Extracting Data Using AI Agent

After setting up the trigger with Google Drive, the next step is to extract data from the uploaded PDF forms using an AI agent. In this case, you will select OpenAI as your action application in Pabbly Connect. This integration allows you to use AI to read and extract handwritten data from the PDF forms.

Once OpenAI is selected, you need to choose the action event, which is to extract content from the PDF or image. Make sure you are logged into your OpenAI account for a seamless connection. You will need to provide an API token to establish this connection.

• Select the model you want to use for extraction, such as GPT-4.
• Map the PDF or image URL from the previous step to ensure the correct file is processed.
• Enter a prompt to instruct OpenAI on what data to extract.

By mapping the URL dynamically, you ensure that every new file uploaded will be processed without manually changing the URL each time.

4. Saving Extracted Data to Google Sheets

Once the data is extracted using OpenAI, the next step is to save this information into Google Sheets. In your Pabbly Connect workflow, add another action step and select Google Sheets as the application. The action event here will be ‘Add New Row’. This allows the extracted data to be added systematically into your Google Sheets.

Connect your Google Sheets account to Pabbly Connect and select the spreadsheet where you want to store the feedback. Map the fields from the OpenAI response to the corresponding columns in your Google Sheets. Ensure that you include fields like date of visit, name of guest, room number, and overall experience.

Map the date of visit from the OpenAI response. Add the name of the guest and room number accordingly. Include overall experience and any additional comments from the feedback.

After mapping all the necessary fields, click ‘Save and Send Test Request’ to ensure that the data is added correctly to your Google Sheets.

5. Conclusion: Automate Your Customer Feedback Process with Pabbly Connect

In conclusion, by using Pabbly Connect, you can automate the entire process of extracting customer feedback from PDF forms and saving it to Google Sheets. This integration not only saves time but also ensures accuracy in data entry, allowing you to focus on improving customer experience.

By following the steps outlined in this tutorial, you can easily set up a workflow that captures valuable feedback and systematically organizes it in Google Sheets. Start using Pabbly Connect today to enhance your business operations and streamline your feedback collection process.