How to Generate AI-Based Employee Performance Reports with Pabbly Connect

Learn how to generate AI-based employee performance reports using Pabbly Connect, integrating Google Sheets and Google Docs seamlessly. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Employee Performance Reports

To generate AI-based employee performance reports, start by accessing Pabbly Connect. Open your browser and go to the Pabbly Connect website. Here, you can either sign in if you are an existing user or sign up for a free account to get started.

After logging in, you will be directed to the Pabbly Connect dashboard. From here, you can create a new workflow by clicking on the ‘Create Workflow’ button. This is where you will set up the integration to automate the report generation process.

2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow specifically for generating employee performance reports. Click on the ‘Create Workflow’ button in the top right corner of your dashboard. A dialog box will appear, prompting you to name your workflow and select a folder. using Pabbly Connect

• Name your workflow: ‘Generate AI Based Employee Performance Reports’
• Select a folder to save the workflow.

Once you have named your workflow and chosen a folder, click the ‘Create’ button. You will now see two windows: the trigger window and the action window. The trigger is what initiates the workflow, while the action is what occurs as a result.

3. Setting Up Google Sheets as the Trigger in Pabbly Connect

For this automation, set Google Sheets as the trigger application in Pabbly Connect. Select ‘Google Sheets’ from the trigger application options and choose the event ‘New or Updated Spreadsheet Row’. This will allow Pabbly Connect to capture data whenever a new employee entry is made.

After selecting the trigger event, Pabbly Connect will generate a webhook URL. Copy this URL, as it will be used to connect Google Sheets to Pabbly Connect. Next, open your Google Sheets document where you track employee performance and navigate to the Extensions menu.

• Go to Extensions > Add-ons > Get Add-ons.
• Search for ‘Pabbly Connect Webhooks’ and install it.

Once installed, refresh your Google Sheets and return to the Extensions menu to set up the webhook. Select ‘Pabbly Connect Webhooks’, then ‘Initial Setup’ and paste the copied webhook URL. Set the trigger column to the final data column where you will enter remarks. This configuration allows Pabbly Connect to capture the entire row of data once the remark is entered.

4. Integrating Open AI with Pabbly Connect for Report Generation

After successfully setting up Google Sheets, the next step is to integrate Open AI with Pabbly Connect. For the action application, select Open AI and choose the event ‘Chat GPT’. This will allow the AI to generate a performance summary based on the data captured from Google Sheets.

When prompted, create a new connection and enter your Open AI API token. This token facilitates communication between Open AI and Pabbly Connect. After entering the token, select the AI model you want to use, such as GPT-4, and craft a prompt that instructs the AI on how to generate the report.

Specify the required elements in the prompt, such as employee ID, name, department, and performance metrics. Ensure the tone of the summary is professional and constructive.

After mapping all necessary fields from the previous step, click on ‘Save and Send Test Request’. This action will generate an AI-based performance summary, which will be used in the next step.

5. Generating Reports in Google Docs Using Pabbly Connect

With the performance summary generated, the final step is to create a formal report in Google Docs using the predefined template. In Pabbly Connect, add another action step and select Google Docs as the application. Choose the action event ‘Create Document from Template’.

Authorize Pabbly Connect to access your Google Docs account and select the template you created for employee performance reports. For the document name, map the employee ID and append ‘Employee Performance Report’. Specify the folder in Google Drive where you want to save this report.

Map all the variables from the template to the respective fields generated by the AI. Click on ‘Save and Send Test Request’ to generate the document.

Once the document is created, you can update your Google Sheets with the document link for easy access. This completes the automation process of generating AI-based employee performance reports using Pabbly Connect.

Conclusion

In this tutorial, we explored how to generate AI-based employee performance reports using Pabbly Connect. By integrating Google Sheets and Google Docs, we automated the entire process, making report generation efficient and hassle-free.

Utilizing Pabbly Connect not only streamlines your workflow but also enhances productivity by minimizing manual tasks. Start automating your employee performance reporting today!