How to Build an AI Agent to Auto-Summarize Google Drive Case Notes Using Pabbly Connect

Learn how to use Pabbly Connect to automate the summarization of Google Drive case notes with an AI agent. Step-by-step tutorial included. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To build an AI agent to auto-summarize Google Drive case notes, first, access Pabbly Connect by visiting pabby.com/connect. This platform allows seamless integration between various applications without any coding.

Once on the Pabbly Connect website, sign in to your existing account or create a new one. After signing in, you will see the dashboard where you can create and manage your workflows. Click on the ‘Create Workflow’ button to begin setting up your automation.

2. Creating a Workflow in Pabbly Connect

In this step, we will set up a workflow to automate the summarization process. Name your workflow something descriptive, like ‘AI Agent for Google Drive Case Notes.’ Select a folder to save this workflow. using Pabbly Connect

• Click on ‘Create Workflow’ after naming it.
• Choose the appropriate folder for your workflow.
• Confirm the workflow creation.

After creating the workflow, you will see two boxes: one for the trigger and another for the action. The trigger will initiate the workflow whenever a new file is uploaded to Google Drive.

3. Setting Up the Trigger in Pabbly Connect

To set the trigger, select Google Drive as the application. Choose the event ‘New File in Specific Folder’ as your trigger event. This setup allows Pabbly Connect to monitor the designated folder for any new uploads.

Next, connect your Google Drive account by clicking on ‘Connect.’ If you have an existing connection, select it; otherwise, create a new one by signing in with your Google account. Allow the necessary permissions to establish the connection.

4. Configuring the AI Agent with Pabbly Connect

After setting up the trigger, the next step involves configuring the AI agent. Select OpenAI as your action application and choose the event ‘Extract Content from PDF or Image.’ This action will enable the AI agent to summarize the case notes.

Connect to OpenAI by entering the API token. You can generate a new API key from the OpenAI dashboard. Once connected, specify the AI model (e.g., GPT-4 mini) and provide the necessary parameters, including the PDF URL and the prompt for summarization.

• Enter the PDF URL as the web content link.
• Input a prompt instructing the AI on what information to extract.
• Set the structured output to receive data in JSON format.

This configuration allows Pabbly Connect to facilitate communication between Google Drive and OpenAI for effective summarization.

5. Adding the Summarized Data to Google Sheets

Once the AI agent has processed the case notes, the next step is to add the summarized data to Google Sheets. Select Google Sheets as the action application and choose ‘Add New Row’ as the action event.

Connect your Google Sheets account, and select the spreadsheet where you want to store the summaries. Map the fields from the AI response to the corresponding columns in your Google Sheets.

Map fields such as client name, date of meeting, and case summary. Ensure that data from the AI response is dynamically added to the spreadsheet.

This final step ensures that every time a new case note is uploaded, the summarized details are automatically recorded in Google Sheets, showcasing how Pabbly Connect streamlines the entire process.

Conclusion

In this tutorial, we explored how to build an AI agent to auto-summarize Google Drive case notes using Pabbly Connect. By following these detailed steps, you can automate your workflow, saving time and improving efficiency.