How to Build an AI Agent to Auto-Draft Google Forms Proposals with Pabbly Connect

Learn how to use Pabbly Connect to create an AI agent that auto-drafts Google Forms proposals efficiently. Follow our step-by-step tutorial for seamless integration. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start building your AI agent to auto-draft Google Forms proposals, you need to access Pabbly Connect. First, open your browser and navigate to the Pabbly Connect landing page by searching for ‘Pabbly.com/connect’. Here, you will find 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 click on ‘Sign in’. After signing in, access the Pabbly Connect dashboard and look for the option labeled ‘Create Workflow’ to begin your automation setup.

2. Creating Your Workflow in Pabbly Connect

After accessing your Pabbly Connect dashboard, click on the ‘Create Workflow’ button. You will be prompted to name your workflow. Enter a suitable name, such as ‘AI Agent to Auto-Draft Google Forms Proposals’ and select a folder to save it in. using Pabbly Connect

• Name your workflow appropriately.
• Choose a folder to organize your workflows.
• Click ‘Create’ to finalize the workflow setup.

Once the workflow is created, you will enter the workflow window where you can set up your trigger and action steps. The trigger will be set to Google Forms, which will initiate the workflow whenever a new response is received.

3. Setting Up Google Forms as Trigger in Pabbly Connect

In the workflow window, select Google Forms as your trigger application. Set the trigger event to ‘New Response Received’. Pabbly Connect will provide you with a webhook URL that you need to copy for connecting your Google Forms.

To connect Google Forms to Pabbly Connect, log into your Google Forms account. Ensure that the last question in your form is set as required for the trigger to work. After confirming this, link your Google Forms to a Google Sheets document where responses will be stored.

• Copy the provided webhook URL.
• Set the last question in your Google Form as required.
• Link the Google Form to Google Sheets to store responses.

Once the setup is complete, return to Pabbly Connect and click on ‘Send Test’ to verify that the connection is working correctly. You should see the test response captured in your Pabbly Connect workflow.

4. Integrating the AI Agent with Pabbly Connect

Now that the trigger is set up, it’s time to integrate your AI agent. Select the AI agent application from the action step options in Pabbly Connect. Choose the action event as ‘Chat GPT’ and proceed to connect your OpenAI account.

To establish this connection, you will need an API key from OpenAI. Follow the prompts to generate a new secret key. Once you have the API key, paste it into Pabbly Connect and select the AI model you wish to use, such as GPT-4. Set up your prompt to instruct the AI on how to draft the proposal based on the client information received.

Select the AI agent application in Pabbly Connect. Generate and paste the OpenAI API key into the workflow. Configure the prompt to guide the AI in drafting the proposal.

Once you have set up the AI agent, map the relevant fields from the Google Form responses to ensure the proposal draft is generated dynamically based on client input.

5. Finalizing and Sharing the Proposal Document

After the AI agent generates the proposal draft, the next step is to create a Google Docs document to store the draft. Add another action step in Pabbly Connect and select Google Docs. Choose the action event as ‘Create a Blank Document’ and connect your Google Docs account.

Provide a name for the document, such as ‘[Project Title] Proposal Draft’. Once the document is created, add another action step to append the proposal content generated by the AI agent into this document. Finally, use Google Drive to make the document shareable and update the Google Sheets with the link to the proposal draft.

Create a new document in Google Docs to store the proposal. Append the generated proposal content to the document. Share the document via Google Drive and update the Google Sheets with the document link.

With these steps completed, your automation is now fully functional. Whenever a new response is received in Google Forms, Pabbly Connect will trigger the workflow, generate the proposal, and store it in Google Docs while updating the Google Sheets with the relevant link.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to create an AI agent that auto-drafts Google Forms proposals. By following the outlined steps, you can streamline your proposal drafting process, saving time and increasing efficiency. Implement this automation to enhance your workflow today!