How to Build an AI Agent to Auto-Generate Google Docs Care Instructions Using Pabbly Connect

Learn how to use Pabbly Connect to automate the generation of Google Docs care instructions with an AI agent, integrating Google Sheets and Google Docs seamlessly.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To get started with automating the generation of Google Docs care instructions, you need to access Pabbly Connect. Simply visit the Pabbly Connect landing page by searching for ‘Pabbly Connect’ in your browser.

Once on the page, you will see options to sign in or sign up. If you are a new user, click on the ‘Sign up for free’ button to create an account. For existing users, click on the ‘Sign in’ button to access your dashboard. After signing in, choose the ‘Access Now’ button to enter your Pabbly Connect account.

2. Creating a Workflow in Pabbly Connect

After accessing your Pabbly Connect account, you can create a new workflow. Click on the ‘Create Workflow’ button, which prompts you to enter a workflow name. Name your workflow something descriptive, like ‘AI Agent to Auto-Generate Google Docs Care Instructions’ and save it in a relevant folder.

• Click on ‘Create’ to open the workflow window.
• In the workflow window, select your trigger application as Google Sheets.
• Choose the trigger event as ‘New or Updated Spreadsheet Row’.

With these steps, you’ve set up the initial part of your workflow in Pabbly Connect. This setup will allow the workflow to trigger when new data is entered into Google Sheets.

3. Setting Up Google Sheets with Pabbly Connect

To link Google Sheets with Pabbly Connect, you need to copy the webhook URL provided after selecting the trigger event. Open your Google Sheets and navigate to Extensions > Add-ons > Get Add-ons. Search for ‘Pabbly Connect Webhooks’ and install the extension if you haven’t done so already.

After installation, refresh your Google Sheets. Go back to Extensions > Pabbly Connect Webhooks > Initial Setup. Here, paste the copied webhook URL and specify the trigger column (e.g., column D). Click the ‘Submit’ button to complete the setup.

4. Integrating the AI Agent with Pabbly Connect

Next, you will integrate the AI agent, specifically OpenAI, into your workflow. In your Pabbly Connect workflow, select OpenAI as your action application. Choose the action event as ‘Charge’ and connect to your OpenAI account by providing the necessary API key.

• Enter the prompt for the AI to generate care instructions.
• Map the input details from the Google Sheets trigger response.
• Click ‘Save and Send Request’ to generate the care instructions.

Once you click ‘Save and Send Request’, the AI agent will automatically generate the care instructions based on the mapped data, showcasing the power of Pabbly Connect in facilitating this integration.

5. Finalizing Google Docs and Sharing Instructions

After generating the care instructions, the next step is to create a document in Google Docs. Select Google Docs as your action application in Pabbly Connect and choose ‘Create a Blank Document’. Connect your Google Docs account and name the document appropriately.

To append the generated care instructions into the document, add another action step, selecting Google Docs again and choosing ‘Append a Paragraph to a Document’. Map the document ID from the previous step, and insert the care instructions. Finally, to share this document, integrate Google Drive by selecting it as your action application and choosing ‘Share a File with Anyone’. Map the document ID to make it sharable.

Conclusion

In this tutorial, we explored how to build an AI agent using Pabbly Connect to automatically generate Google Docs care instructions. This process enhances productivity by streamlining the documentation workflow for your business. By integrating Google Sheets, Google Docs, and an AI agent, you can efficiently manage care instructions and improve customer service.