How to Use AI Agents for Auto-Generating Weekly Sales Reports with Pabbly

Learn how to automate the generation of weekly sales reports using Pabbly Connect with Facebook, Google Sheets, and OpenAI. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To start automating the generation of weekly sales reports, the first step is to access Pabbly Connect. This platform allows you to integrate various applications seamlessly. Begin by signing up for a free account on Pabbly Connect. You can find the signup link in the description box below.

Once you have created your account, navigate to the Pabbly Connect dashboard. Here, you will create a new workflow specifically for the AI agent that will handle your weekly sales reports. Click on the ‘Create Workflow’ button, give it a name like ‘AI Agent for Weekly Sales Reports’, and select the appropriate folder for organization purposes.

2. Setting Up the Trigger in Pabbly Connect

The next step involves configuring the trigger for your workflow in Pabbly Connect. This is crucial as it determines when the automation will start. Select the trigger event as ‘Schedule Workflow’ from the dropdown menu. This will allow you to set a specific day and time for the workflow to run, ensuring that it collects data weekly.

• Choose ‘Days of the Week’ for the frequency.
• Set the day to Monday and the time to 9:00 AM.

After setting the day and time, click on ‘Save’ to finalize your trigger configuration. This ensures that every Monday at 9:00 AM, your AI agent will activate and fetch the necessary sales data from your Google Sheets.

3. Fetching Sales Data from Google Sheets

Once the trigger is set, the next step is to retrieve the sales data from Google Sheets using Pabbly Connect. Add a new action step and select Google Sheets as the application. Choose the action event as ‘Lookup Spreadsheet Row Version 2’. This action will allow you to pull specific data based on the week number.

Connect your Google Sheets account by clicking on ‘Sign in with Google’ and selecting the appropriate account. After connecting, select the spreadsheet named ‘Daily Updates Sales Team’ and specify the sheet you want to work with. For the lookup value, map the week number you want to fetch, ensuring that you are looking for the most recent week’s data.

4. Generating the Sales Report Using OpenAI

After successfully fetching the sales data, the next step in Pabbly Connect is to generate the sales report using OpenAI. Add another action step and select OpenAI from the list. Choose the action event as ‘Chat GPT’ and connect your OpenAI account by entering your API key.

Once connected, set up your prompt for the AI model. The prompt should instruct the AI to create a weekly sales report based on the data fetched from Google Sheets. After setting the prompt, map the sales data retrieved earlier to ensure that OpenAI has all the necessary information to generate an accurate report.

5. Sending the Generated Report via Email

Finally, to complete the automation process, you will need to send the generated sales report via email. Add another action step to your workflow in Pabbly Connect and select Gmail as the application. Choose the action event as ‘Send Email Version 2’ and connect your Gmail account.

In the email setup, specify the recipients including your CEO and sales head. You can also add CC for other team members. For the email content, include the generated sales report from OpenAI. Once everything is set up, click on ‘Save and Send Test Request’ to ensure that the email is sent correctly.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

In this tutorial, we have outlined the steps to automate the generation of weekly sales reports using Pabbly Connect. By integrating Google Sheets, OpenAI, and Gmail, you can streamline your reporting process and enhance productivity.