How to Build an AI Agent to Auto-Send Booking Confirmation Emails with Pabbly Connect

Learn how to automate booking confirmation emails using Pabbly Connect, Google Sheets, Gmail, and OpenAI API in this detailed tutorial. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect to Start Automation

To build an AI agent for sending booking confirmation emails, the first step is to access Pabbly Connect. This platform allows you to integrate various applications seamlessly. Begin by navigating to the Pabbly Connect landing page by searching for ‘Pabbly.com/connect’.

Once on the landing page, you will see options to either sign in or sign up for free. If you’re a new user, click on ‘Sign up for free’ to explore the application with 100 free tasks each month. Existing users should click on ‘Sign in’ to access their dashboard and proceed with creating a new workflow.

2. Create a New Workflow in Pabbly Connect

After signing in to Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow and select the folder for saving it. Name your workflow something descriptive like ‘AI Agent for Booking Confirmation Emails’ and choose an appropriate folder.

• Click on the ‘Create’ button to proceed.
• You will be taken to the workflow window where you can set up triggers and actions.

In this workflow window, the first step is to select a trigger application. For this automation, choose Google Sheets as your trigger application. This is where you will input the booking details that will initiate the email confirmation process.

3. Set Up Google Sheets as the Trigger

To connect Google Sheets with Pabbly Connect, select the trigger event as ‘New or Updated Spreadsheet Row’. This allows the workflow to trigger whenever a new booking detail is entered in the spreadsheet. You will receive a webhook URL that you need to copy for the next steps.

Now, open your Google Sheets, and navigate to Extensions > Add-ons > Get Add-ons. Search for ‘Pabbly Connect Webhooks’ and install the add-on. After installation, refresh your spreadsheet to ensure the add-on is active. Then, go back to Extensions > Pabbly Connect Webhooks and select ‘Initial Setup’.

• Paste the copied webhook URL into the designated field.
• Enter the trigger column, typically the last column where data will be entered.

After completing these steps, click on ‘Submit’ to finalize the setup. You should see a confirmation message indicating that the setup was successful, and now the workflow is waiting for a webhook response.

4. Integrate OpenAI to Generate Email Content

Next, we will integrate OpenAI to generate the email content for booking confirmations. In your Pabbly Connect workflow, select OpenAI as the action application and choose the action event as ‘Chat GPT’. Click on ‘Connect’ to establish the connection.

If this is your first time connecting OpenAI, you will need to enter your OpenAI API key. Navigate to your OpenAI account, create a new secret key, and copy it. Paste the key into the appropriate field in Pabbly Connect and click ‘Save’.

Select the AI model (e.g., GPT-4) you wish to use for generating the email content. Enter a prompt that instructs the AI to create a polite booking confirmation email using details from the previous step.

Ensure that you map the guest details dynamically from the trigger step. This allows the email content to change based on the input from Google Sheets. Once all details are mapped, click on ‘Save and Send Test Request’ to generate the email content.

5. Send the Email Using Gmail

Finally, we will use Gmail to send the generated email content to the client. In your Pabbly Connect workflow, add another action step and select Gmail as the action application. Choose the action event as ‘Send Email V2’ and click on ‘Connect’.

After connecting your Gmail account, you will need to map the recipient’s email address, which was captured in the previous steps. Also, map the subject and body of the email using the responses generated by OpenAI.

Enter the sender’s name and email address. Ensure all required fields are filled out before clicking ‘Save and Send Test Request’.

After clicking the button, check your Gmail to confirm that the email has been sent successfully. This demonstrates how Pabbly Connect automates the entire process from booking details input to email confirmation without any manual effort.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of sending booking confirmation emails. By integrating Google Sheets, OpenAI, and Gmail, you can streamline your workflow and enhance customer communication effectively. Implement this automation in your business to save time and improve client satisfaction.