How to Build an AI Agent to Auto-Summarize Slack Team Updates Using Pabbly Connect

Learn how to automate Slack team updates summarization using Pabbly Connect, Google Sheets, and Open AI, step by step. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To begin building your AI agent to auto-summarize Slack team updates, you first need to access Pabbly Connect. Open a new tab and type ‘Pabbly.com/connect’ in your browser. This will direct you to the Pabbly Connect landing page.

On the landing page, you have two options: ‘Sign In’ if you are an existing user, or ‘Sign Up for Free’ if you are new. Signing up will allow you to explore the features with 100 free tasks every month. Once logged in, you can access the dashboard of Pabbly Connect to start your automation process.

2. Creating a New Workflow in Pabbly Connect

After logging into Pabbly Connect, you will be on the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button. A dialog box will prompt you to name your workflow. Enter a descriptive name like ‘Build an AI Agent to Auto-Summarize Slack Team Updates’.

Once you name your workflow, select a folder to save it. For this integration, choose the folder related to AI automations. Click ‘Create’ to establish your workflow. Now, you will see two main sections: Trigger and Action, which are essential for setting up your automation.

• Click on ‘Create Workflow’.
• Name your workflow appropriately.
• Select the relevant folder for organization.

With your workflow created, you can now proceed to set up the trigger and action for your automation.

3. Setting Up Trigger and Action with Slack and OpenAI

In this step, you will configure the trigger in Pabbly Connect. Select Slack as your trigger application. Choose the event ‘New Message’ to activate the workflow whenever a new message is received in your designated Slack channel.

Next, you will need to connect Pabbly Connect with your Slack account. Click on the ‘Connect’ button and select ‘Add New Connection’. Choose the token type as ‘Bot’ for this integration. After allowing the necessary permissions, select the Slack channel where team updates are shared, such as ‘work reports’.

• Select Slack as your trigger application.
• Choose ‘New Message’ as your trigger event.
• Connect your Slack account by selecting ‘Bot’ as the token type.

After saving the connection, you can click on ‘Save and Send Test Request’ to ensure that the integration is working correctly. This will fetch the latest message from your Slack channel.

4. Integrating OpenAI for Message Summarization

Now that you have set up the trigger, the next step is to integrate your AI agent, which is OpenAI, to summarize the Slack messages. In the action step, select OpenAI as your application. Choose the action event as ‘ChatGPT’ to process the message received from Slack. using Pabbly Connect

To establish this connection, click on ‘Connect’ and either select an existing connection or create a new one by entering your OpenAI API key. Once connected, choose the model for summarization, such as ‘GPT-4 Mini’. In the prompt section, instruct your AI agent to summarize the Slack message into concise sentences, ensuring clarity and professionalism.

Select OpenAI as your action application. Choose ‘ChatGPT’ as your action event. Provide a clear prompt for summarization.

After saving the settings, you can test this action by clicking on ‘Save and Send Test Request’. This will generate a summary from the message fetched from Slack.

5. Adding Summary to Google Sheets

Finally, you will store the summarized messages in Google Sheets. In the action step, select Google Sheets as your application and choose the action event ‘Add New Row’. Connect your Google Sheets account to Pabbly Connect by selecting an existing connection.

Once connected, select the spreadsheet where you want to save the summaries. Map the fields accordingly: date, employee ID, and report summary. This ensures that every time a new message is summarized, it gets recorded in your Google Sheets automatically.

Select Google Sheets as your action application. Choose ‘Add New Row’ as your action event. Map the fields to save the summary correctly.

Click on ‘Save and Send Test Request’ to confirm that the data is being added to your Google Sheets. This completes the automation, allowing you to efficiently manage team updates.

Conclusion

In this tutorial, we explored how to build an AI agent to auto-summarize Slack team updates using Pabbly Connect. By integrating Slack, OpenAI, and Google Sheets, you can automate the summarization process, saving time and enhancing productivity.

With Pabbly Connect, setting up this automation is straightforward and requires no coding skills. Start using Pabbly Connect today to streamline your workflow and improve team communication.