How to Build an AI Agent to Auto-Generate Google Docs Wellness Plans with Pabbly Connect

Learn how to automate Google Docs wellness plans using Pabbly Connect, integrating Google Forms, OpenAI, Gmail, and more. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating wellness plans using Pabbly Connect, first, visit the Pabbly Connect landing page by typing ‘Pabbly.com/connect/inr/’ in your browser. This platform is designed to facilitate automation without requiring any coding skills.

Once on the Pabbly Connect page, sign in to your account. If you are a new user, you can sign up for free, which provides you with 100 free tasks monthly. After signing in, you will see the Pabbly apps dashboard, where you can access Pabbly Connect to create your automation workflow.

2. Creating Your Automation Workflow in Pabbly Connect

Next, to create a new workflow in Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow; for this tutorial, name it ‘How to Build an AI Agent to Auto-Generate Google Docs Wellness Plans’ and select a folder to save it in.

• Click on the ‘Create’ button to finalize your workflow setup.
• In the workflow, you will see two boxes: Trigger and Action.
• Select Google Forms as the trigger application to start the automation.

After setting up the trigger, you need to configure the action steps. For this workflow, the action will involve using OpenAI to generate the diet plan, followed by creating a Google Doc to store this plan. This entire process will be facilitated through Pabbly Connect.

3. Setting Up Google Forms with Pabbly Connect

To connect Google Forms with Pabbly Connect, you need to select ‘New Response Received’ as your trigger event. This will allow your workflow to activate whenever a new form submission occurs. You will be provided with a webhook URL that serves as the bridge between Google Forms and Pabbly Connect.

Open your Google Forms and create a form for collecting user information. Ensure to include fields such as name, age, diet preference, and email. After creating the form, link it to Google Sheets to capture responses automatically. This can be done by clicking on the ‘Responses’ tab and selecting ‘View in Sheets’. The responses will be recorded in this Google Sheet, which will be integrated into Pabbly Connect.

4. Integrating OpenAI to Generate Wellness Plans

Once you have configured Google Forms, the next step is to integrate OpenAI using Pabbly Connect. Select OpenAI as your action application and choose the ‘Chat GPT’ event. You will need to connect your OpenAI account using an API token. If you don’t have an existing connection, create a new one by generating a new API key from the OpenAI dashboard.

In the prompt field, you will structure your request to generate a personalized wellness plan based on the form responses. For example, your prompt could be: ‘Create a detailed and personalized 7-day wellness plan for {name}, age {age}, with a goal of {goal}, following a {diet preference} diet, and a fitness level of {fitness level}.’ Mapping these fields dynamically will ensure each response is tailored individually.

5. Finalizing Document Creation and Sending Emails

After generating the wellness plan, the next step is to create a Google Document using the generated content. In Pabbly Connect, select Google Docs as your action application and choose ‘Create Document from Template’. You will need to select the template you created earlier and map the generated content into this document.

Finally, to send the completed wellness plan to the user, integrate Gmail into your workflow. Select ‘Send Email’ as your action event and configure the email fields. Make sure to include the recipient’s email address, subject, and body content, which can be personalized using the mapped fields. Once everything is set up, test your workflow to ensure it runs smoothly.

Conclusion

In this tutorial, we demonstrated how to build an AI agent to auto-generate Google Docs wellness plans using Pabbly Connect. By integrating Google Forms, OpenAI, Gmail, and Google Docs, you can automate the entire process of creating personalized diet plans efficiently. This not only saves time but also enhances the user experience by providing instant feedback and documentation.