How to Build an AI Agent to Extract Data from Medical Reports Using Pabbly Connect

Learn how to build an AI agent to extract data from medical reports using Pabbly Connect. This detailed tutorial covers integration with Google Drive, Google Sheets, and OpenAI.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Medical Report Automation

To build an AI agent that extracts data from medical reports, we first need to set up Pabbly Connect. This platform will automate the workflow by connecting Google Drive, OpenAI, and Google Sheets.

Start by creating a free account on Pabbly Connect. Once registered, log in to the dashboard and click on the ‘Create Workflow’ button. Name your workflow, for example, ‘AI Agent to Extract Medical Records,’ and select the appropriate folder to store your workflow.

2. Triggering the Workflow with Google Drive

The next step involves setting up the trigger in Pabbly Connect to monitor a specific Google Drive folder for new medical reports. Select Google Drive as the app and choose the trigger event as ‘New File in Specific Folder’.

• Connect your Google Drive account by clicking ‘Sign in with Google’.
• Select the folder where you will upload medical reports, named ‘Medical Reports’.
• Click on ‘Save and Send Test Request’ to ensure the connection is successful.

After uploading a sample medical report to the designated folder, click the ‘Save and Send Test Request’ button again. You should see the details of the uploaded file in the response, confirming that the trigger is set up correctly.

3. Integrating OpenAI to Extract Data

With the trigger set up, the next step is to configure the action to send the medical report to OpenAI for data extraction. In Pabbly Connect, select OpenAI as the app and choose the action event ‘Extract Content from PDF or Image’.

Connect your OpenAI account by entering your API key. You can obtain this key from your OpenAI account under the API section. After connecting, you will need to map the file URL from the Google Drive response to the OpenAI action step.

• Set the prompt to instruct OpenAI to extract details from the medical report.
• Enter a JSON schema in the structured output field to define the expected format of the extracted data.
• Click ‘Save and Send Test Request’ to verify the extraction process.

Once the test request is successful, you will receive structured data extracted from the medical report, which can now be passed to Google Sheets.

4. Adding Extracted Data to Google Sheets

Now that we have the extracted data, it’s time to add it to Google Sheets. In Pabbly Connect, select Google Sheets as the app and choose the action event ‘Add New Row’.

Connect your Google Sheets account by signing in and selecting the spreadsheet where you want to store the extracted data. Map the fields from the OpenAI response to the corresponding columns in your Google Sheet.

Map the patient name, date of birth, gender, and other details as per the structured output. Click ‘Save and Send Test Request’ to add the data to your Google Sheet. Check your Google Sheet to confirm that the data has been added successfully.

The integration is now complete, and you can see the extracted medical report details populated in your Google Sheet.

5. Testing the AI Agent Workflow

To ensure that the AI agent works as expected, upload another medical report to the Google Drive folder. The Pabbly Connect workflow will automatically trigger and extract the data from the new report.

Since the connection is polling-based, it may take a few minutes for the new data to appear in your Google Sheet. After waiting, check your Google Sheet to see if the new patient details have been added.

By following these steps, you can confirm that the AI agent built with Pabbly Connect is functioning correctly, continuously extracting data from medical reports and updating your Google Sheets in real-time.

Conclusion

In this tutorial, we demonstrated how to build an AI agent using Pabbly Connect to automate the extraction of data from medical reports. This integration not only saves time but also ensures accuracy in managing patient data.

By following the exact steps outlined, you can easily set up similar workflows to enhance your operational efficiency.