How to Build an AI Agent to Auto-Analyze Google Sheets Supplier Costs Using Pabbly Connect

Learn how to automate supplier cost analysis in Google Sheets using Pabbly Connect, integrating Google, Gmail, and OpenAI for efficient reporting. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Google Sheets Integration

To start automating your supplier cost analysis using Pabbly Connect, first, visit the Pabbly website. You can access it by typing Pabbly.com in your browser. Once there, sign in to your existing account or create a new one if you are a new user. This platform allows you to connect various applications seamlessly.

After logging in, navigate to the Pabbly Connect dashboard. Here, you can manage all your workflows and integrations. Click on the ‘Create Workflow’ button to start setting up your automation for analyzing supplier costs.

2. Creating a New Workflow in Pabbly Connect

In this step, you will create a new workflow specifically designed for analyzing supplier costs from Google Sheets. Click on the ‘Create Workflow’ button and name your workflow something descriptive, like ‘AI Agent for Supplier Cost Analysis’. using Pabbly Connect

• Name your workflow appropriately.
• Select the folder where you want to save this workflow.
• Click on the ‘Create’ button to proceed.

Once your workflow is created, you will see two boxes on the screen: one for triggers and one for actions. In this case, the trigger will be a scheduled event that initiates the workflow weekly.

3. Setting Up the Trigger with Pabbly Connect

Your first task is to set up a trigger using the Pabbly Connect scheduler. This will allow your workflow to run automatically at defined intervals. Select the trigger application as ‘Scheduler’ and choose the event type as ‘Schedule by Pabbly’. using Pabbly Connect

Configure the schedule settings to run the workflow weekly. You can specify the exact time you want the workflow to trigger, ensuring that it pulls data from your Google Sheets at your preferred time.

• Choose the frequency of the trigger (weekly).
• Set the time for the trigger to execute.
• Click ‘Save’ to confirm your schedule.

This setup will ensure that your Google Sheets data is analyzed automatically every week, streamlining your workflow significantly.

4. Connecting Google Sheets to Pabbly Connect

Next, you need to connect your Google Sheets account to Pabbly Connect. This connection allows you to pull supplier cost data directly from your spreadsheet. In the action step, select ‘Google Sheets’ as your action application.

Choose the action event as ‘Get Rows’ to retrieve the data from your selected spreadsheet. You will be prompted to sign in to your Google account and grant Pabbly Connect the necessary permissions to access your Google Sheets.

Select your Google account. Allow Pabbly Connect to access your Google Sheets. Choose the specific spreadsheet from which to pull data.

Once connected, specify the range of data you want to analyze. For example, you might set the range as A2:F to ensure you capture all relevant supplier cost entries.

5. Generating the Analysis Report and Sending via Gmail

After retrieving data from Google Sheets, the next step is generating an analysis report using OpenAI through Pabbly Connect. Choose OpenAI as your action application and select the action event as ‘Chat GPT’.

In the prompt section, provide a detailed instruction for the AI to analyze the supplier costs. This should include asking it to highlight the best rates and any unusual pricing patterns. Once the prompt is configured, click ‘Save & Send Test Request’ to see the AI’s response.

Enter a detailed prompt for analysis. Test the AI response to ensure it meets your needs. Map the response to the email content in the next step.

Finally, connect Gmail to Pabbly Connect to send the analysis report. Set up the recipient’s email address and format the subject line appropriately. This will ensure that the recipient receives the analysis report promptly after it is generated.

Conclusion

In conclusion, using Pabbly Connect, you can efficiently automate the analysis of supplier costs in Google Sheets. By integrating Google Sheets, OpenAI, and Gmail, you can streamline your reporting process and save valuable time.