How to Build an AI Agent to Generate Patient Handouts from Google Sheets Using Pabbly Connect

Learn how to create an AI agent for generating patient handouts from Google Sheets using Pabbly Connect. Step-by-step tutorial for seamless integration. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect to Start Integration

To build an AI agent that generates patient handouts, you first need to access Pabbly Connect. Begin by visiting the Pabbly Connect website and signing in to your account. If you are a new user, you can sign up for free, which provides you with a hundred tasks every month.

After signing in, navigate to the dashboard where you can see various Pabbly tools. Click on the option labeled ‘Access Now’ under Pabbly Connect to start creating your workflow. This platform is crucial for integrating Google Sheets with the AI agent to automate the generation of patient handouts.

2. Creating a Workflow in Pabbly Connect

Once you are in Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow and choose a folder to save it in. For this tutorial, name your workflow ‘How to Build an AI Agent to Generate Patient Handouts from Google Sheets’ and select the appropriate folder.

• Click on ‘Create’ to open the workflow window.
• In this window, you will set up triggers and actions.
• Select Google Sheets as your trigger application.

Now, you will set the trigger event as ‘New or Updated Spreadsheet Row’. This event will initiate the workflow whenever new patient details are added to your Google Sheets. This is where Pabbly Connect plays a vital role by linking the Google Sheets input to the AI agent’s output.

3. Setting Up Google Sheets with Pabbly Connect

After selecting the trigger event, Pabbly Connect will generate a webhook URL. Copy this URL as you will need it to connect your Google Sheets with Pabbly Connect. Open your Google Sheets, navigate to ‘Extensions’, then ‘Add-ons’, and select ‘Get Add-ons’. Search for ‘Pabbly Connect Webhooks’ and install this add-on.

After installation, refresh your spreadsheet to ensure the add-on appears. Go back to ‘Extensions’, find ‘Pabbly Connect Webhooks’, and click on ‘Initial Setup’. Here, paste the webhook URL you copied earlier and set the trigger column (for example, column E). Click on ‘Submit’ to save the settings.

• Make sure to enable the ‘Send on Event’ option in the add-on.
• This setting will automatically send data to your Pabbly Connect workflow whenever a new entry is made.

With this setup, you have successfully created a connection between Google Sheets and Pabbly Connect, allowing for seamless data transfer to the AI agent.

4. Integrating the AI Agent to Generate Patient Handouts

Now that your Google Sheets is set up, it’s time to integrate the AI agent. In Pabbly Connect, select OpenAI as your action application. Choose the action event as ‘Charge Jupy’ and connect your OpenAI account by adding a new connection. You will need to enter the API key from your OpenAI account, which can be found under your OpenAI API key page.

Once you enter your API key and save the connection, select the AI model you want to use (e.g., GPT-4). In the prompt section, you will map the patient data from your Google Sheets. This mapping allows Pabbly Connect to dynamically pull in patient details such as diagnosis, name, age, and doctor notes from the previous step.

Map each relevant field from the Google Sheets response. This ensures that your AI agent generates the handouts using the latest patient information.

After mapping all necessary details, click on ‘Save and Send Request’. Your AI agent will then generate the patient handout based on the provided information, demonstrating the power of Pabbly Connect in automating this process.

5. Updating Google Sheets with Generated Handouts

The final step is to update Google Sheets with the generated patient handouts. In Pabbly Connect, add another action step and select Google Sheets again. This time, choose the action event ‘Update a Cell Value’. You will need to connect your Google Sheets account if you haven’t done so already.

After connecting, select the spreadsheet where you want to save the handouts. Specify the range in which you want to update the content (e.g., F4 for the first patient handout). Make sure to map the row index dynamically so that it updates correctly with every new entry. Enter the generated handout content as the value to be updated.

Click on ‘Save and Send Request’ to finalize the update. You will see a confirmation that the patient handout has been added to your spreadsheet.

With this, you have successfully completed the workflow. Now, every time you enter patient details into Google Sheets, the AI agent will automatically generate and update the handouts, showcasing the efficiency of Pabbly Connect in your clinic’s operations.

Conclusion

This tutorial provided a detailed guide on how to build an AI agent to generate patient handouts from Google Sheets using Pabbly Connect. By following these steps, you can streamline patient communication efficiently and effectively.