How to Build an AI Agent to Auto-Summarize Google Forms Property Offers Using Pabbly Connect

Learn how to automate Google Forms property offers summarization using Pabbly Connect, OpenAI, and Google Docs in this step-by-step tutorial. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start the process of building an AI agent to auto-summarize Google Forms property offers, you first need to access Pabbly Connect. Simply visit the Pabbly Connect website by typing Pabbly.com/connect in your browser. Once there, sign in to your Pabbly account. If you are a new user, you can sign up for free and get 100 tasks monthly.

After signing in, you will be directed to the Pabbly dashboard. Here, you can view all your workflows. To create a new workflow, click on the ‘Create Workflow’ button. You will need to name your workflow, for example, ‘How to Build an AI Agent to Auto-Summarize Google Forms Property Offers’ and select a folder to save it in. Once done, click on ‘Create’ to proceed.

2. Setting Up Google Forms as Trigger in Pabbly Connect

In this section, we will set up Google Forms as the trigger application using Pabbly Connect. After creating your workflow, you will see two boxes labeled ‘Trigger’ and ‘Action’. Click on the trigger box and select Google Forms. Choose the trigger event as ‘New Response Received’. This means that every time a new form submission occurs, it will trigger the workflow.

• Select Google Forms as the trigger application.
• Choose ‘New Response Received’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

Next, you need to open your Google Forms and ensure the last field is set to required. Copy the respondent link and paste it into a new tab to start a form submission. After entering dummy details, submit the form. This submission will now be captured by Pabbly Connect and will allow you to verify that the integration is working correctly.

3. Connecting Google Sheets to Pabbly Connect

After successfully setting up Google Forms as a trigger, the next step involves connecting Google Sheets to Pabbly Connect. Go to your Google Sheets where the form responses are recorded. Click on ‘Extensions’, then ‘Add-ons’, and select ‘Get Add-ons’. Search for Pabbly Connect Webhooks and install it if you haven’t already.

• Install Pabbly Connect Webhooks in Google Sheets.
• Go to ‘Initial Setup’ and enter the webhook URL from Pabbly Connect.
• Specify the trigger column (final data entry column) in your sheet.

After entering the webhook URL and trigger column, click on ‘Send Test’ to ensure data is sent to Pabbly Connect. If successful, you will see the data captured in your Pabbly workflow. This confirms that your Google Sheets integration is operational.

4. Using OpenAI to Generate Summaries

With Google Forms and Google Sheets connected to Pabbly Connect, the next step is to generate summaries using OpenAI. Add an action step in your workflow and select OpenAI as the action application. Choose the action event as ‘Chat GPT’. If you don’t have an existing connection, create a new one by entering your API token.

Select OpenAI as the action application. Enter the API token to connect OpenAI with Pabbly Connect. Map the response data from Google Forms to the OpenAI prompt.

In the prompt, instruct the AI to summarize the property offers based on the provided details. Use mapping to ensure that every new response is dynamically included in the summary. Once you have configured the prompt, click on ‘Save and Send Test Request’ to generate the summary. The response will include both the offer summary and an analysis summary generated by OpenAI.

5. Creating Google Docs to Save Summaries

The final step in this automation process is to create a Google Document to save the generated summaries using Pabbly Connect. Add another action step and select Google Docs as the action application. Choose the action event as ‘Create Document from Template’. If you don’t have an existing connection, authorize your Google account to connect with Pabbly Connect.

Select Google Docs as the action application. Choose the template document you created earlier. Map the summary data into the new document fields.

After entering the required details, click on ‘Save and Send Test Request’. This action will create a new Google Document containing the summarized property offer. You can now check your Google Drive to see the newly created document with the summary details.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the summarization of Google Forms property offers. By integrating Google Forms, OpenAI, and Google Docs, you can streamline the process and save valuable time. This automation not only enhances efficiency but also ensures that you can easily manage and analyze property offers.