How to Build an AI Agent to Auto-Summarize EHR Patient Histories Using Pabbly Connect

Learn how to integrate Google Drive, OpenAI, and Google Sheets using Pabbly Connect to auto-summarize EHR patient histories effectively. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin the process of building an AI agent to auto-summarize EHR patient histories, we will use Pabbly Connect as our primary integration platform. First, navigate to the Pabbly Connect website by typing Pabbly.com/connect in your browser. Once on the landing page, you will need to sign in to your Pabbly account.

At the top right corner of the page, you will find options to either sign in or sign up. If you are an existing user, click on sign in. After signing in, you will be directed to the Pabbly apps page, where you can access Pabbly Connect by clicking on the respective option. This will take you to the dashboard, where you can manage your workflows.

2. Creating a Workflow in Pabbly Connect

Now that you have accessed Pabbly Connect, the next step is to create a new workflow. Click on the create workflow button. You will be prompted to name your workflow; for this tutorial, we will name it ‘How to Build an AI Agent to Auto-Summarize EHR Patient Histories.’ Select a folder where you want to save this workflow.

Once you click create, you will see two boxes appear: one for the trigger and another for the action. The trigger will be set to activate the workflow when a new file is uploaded to Google Drive. The action will involve summarizing that file using OpenAI and then adding the details to Google Sheets.

• Click on create workflow.
• Name your workflow appropriately.
• Select the desired folder for saving.

With the workflow created, you can now configure the trigger and action steps, ensuring that Pabbly Connect facilitates the automation process effectively.

3. Setting Up Google Drive as the Trigger Application

In this step, you will configure Google Drive as the trigger application within Pabbly Connect. Select Google Drive from the trigger application options and choose the event new file in a specific folder. Then, click on connect. If you have an existing connection, you can simply go with save; otherwise, click on add new connection.

Upon selecting add new connection, you will need to sign in with your Google account. Choose the account that contains your Google Drive files and allow the necessary permissions. After successful authorization, you will be prompted to select the folder where your EHR files will be uploaded. Ensure that you choose the correct folder to facilitate accurate file tracking.

• Select Google Drive as the trigger application.
• Choose the event new file in a specific folder.
• Authorize your Google account to connect.

After setting up the trigger, you can proceed to upload your EHR file to the selected Google Drive folder, ensuring Pabbly Connect can detect the new file for processing.

4. Using OpenAI to Summarize EHR Patient Histories

Next, you will set OpenAI as the action application to summarize the uploaded EHR file. In Pabbly Connect, select OpenAI as the action application and choose the event extract content from PDF. Click on connect and either save an existing connection or create a new one using your OpenAI API key.

To create a new API key, navigate to the OpenAI dashboard, click on create new secret key, and provide a name for your key. Copy this key and paste it into Pabbly Connect. You will then need to map the PDF URL from the previous Google Drive response into the OpenAI action setup, along with the prompt requesting a summary of the EHR file.

Select OpenAI as the action application. Choose extract content from PDF as the action event. Map the PDF URL and enter your summary prompt.

Once these details are filled in, click on save and send test request to generate the summary. This will allow Pabbly Connect to process the EHR file and provide you with a structured summary response from OpenAI.

5. Adding Summary to Google Sheets

The final step involves adding the summarized EHR details into Google Sheets. In Pabbly Connect, click on add action step and select Google Sheets as the application. Choose the action event add new row and connect to your Google Sheets account.

After connecting, select the spreadsheet where you want to store the summarized data. Map the fields from the OpenAI response into the corresponding columns in Google Sheets, ensuring that each new summary is captured accurately. Finally, click on save and send request to complete the integration.

Select Google Sheets as the action application. Choose add new row as the action event. Map the OpenAI response to the Google Sheets columns.

With this final step, you have successfully set up an automation workflow using Pabbly Connect to summarize EHR patient histories and store them in Google Sheets, streamlining the entire process.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to integrate Google Drive, OpenAI, and Google Sheets for auto-summarizing EHR patient histories. By following these steps, you can automate the entire process, saving time and enhancing efficiency in managing patient data.