How to Summarize PDF Received on Outlook Mail using AI Agent with Pabbly Connect

Learn how to automate PDF summarization from Outlook Mail using Pabbly Connect and AI Agent in this step-by-step tutorial. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for PDF Summarization

To summarize PDFs received in Outlook Mail using an AI agent, you first need to access Pabbly Connect. Visit the Pabbly Connect homepage by searching for ‘Pabbly.com/connect’ and log in to your account.

If you are a new user, sign up for a free account. Pabbly Connect allows you to automate workflows effortlessly, integrating various applications like Outlook, Gmail, and AI agents.

2. Creating a Workflow in Pabbly Connect

In this section, we will create a workflow in Pabbly Connect to automate the PDF summarization process. Click on the ‘Create Workflow’ button located in the top right corner of the dashboard.

When prompted, name your workflow something descriptive, such as ‘Summarize PDF Received on Outlook Mail using AI Agent’. Choose a folder to save your workflow, for example, the ‘Automations’ folder. You can create new folders if needed.

• Click on the ‘Create’ button to finalize the workflow creation.
• Understand the two main components: Trigger and Action.
• Set up your trigger as ‘Email Parser by Pabbly’ to capture email attachments.

After setting up the trigger, you’re ready to capture emails with PDF attachments received in your Outlook Mail.

3. Setting Up Email Parser to Capture PDF Attachments

To automate the summarization process, configure the Email Parser in Pabbly Connect. Select ‘New Email Received’ as your trigger event. This will capture any new emails that arrive in your Outlook Mail.

Copy the email parser address provided by Pabbly Connect. You will need to set up email forwarding in your Outlook account to forward incoming emails to this address. This allows Pabbly Connect to fetch the details of the emails, including any attachments.

• Go to Outlook settings and enable email forwarding.
• Paste the Pabbly email parser address in the forwarding settings.
• Save the changes to start forwarding emails.

After setting up the forwarding, test the configuration by sending a sample email with a PDF attachment to your Outlook account.

4. Integrating OpenAI to Generate PDF Summaries

Next, you will integrate OpenAI into your workflow using Pabbly Connect. In the action step, select OpenAI as the application and choose ‘Extract Content from PDF’ as the action event.

Connect your OpenAI account by entering the API token generated from your OpenAI account. After successful connection, select the appropriate OpenAI model, such as GPT-4 Mini, for generating the summaries.

Map the PDF URL from the email parser response into the OpenAI action. Enter a prompt to instruct OpenAI on how to summarize the PDF. Save and send the request to generate the summary.

Once the summary is generated, you can proceed to send it via email.

5. Sending the Summary to Gmail

Finally, to send the generated summary to your Gmail account, add another action step in Pabbly Connect. Select Gmail as the application and choose ‘Send Email V2’ as the action event.

Connect your Gmail account by following the prompts. Enter the recipient’s email address (your own Gmail address) and map the subject and content fields with the information received from the OpenAI response.

Set the email subject to reflect the summary topic. Map the summary content generated by OpenAI into the email body. Save and send the email request.

After completing these steps, check your Gmail inbox to confirm that the summary has been received successfully.

Conclusion

In this tutorial, we demonstrated how to summarize PDFs received on Outlook Mail using Pabbly Connect and an AI agent. By automating the process, you can save time and efficiently manage your email attachments. Follow these steps to set up your own workflow and enjoy the benefits of automated PDF summarization.