How to Use AI to Extract Product Manual Details to Google Sheets with Pabbly Connect

Learn how to use Pabbly Connect to extract product manual details into Google Sheets using AI. Follow our step-by-step tutorial for seamless integration. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start using Pabbly Connect for automating the extraction of product manual details to Google Sheets, first visit the Pabbly Connect website. You can create a new account or log in if you are an existing user. This platform allows seamless integration between various applications, making it the perfect solution for your automation needs.

After signing in, you will reach the Pabbly Connect dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. You will then be prompted to name your workflow, such as ‘AI Agent to Extract Product Manual Details to Google Sheets,’ and select a folder to save it in. This initial setup is crucial for organizing your automation tasks efficiently.

2. Setting Up the Trigger in Pabbly Connect

In this section, we will set up the trigger for our workflow using Pabbly Connect. The trigger application will be Google Drive, as we want to capture new product manuals uploaded to a specific folder. Select the trigger event as ‘New File in Specific Folder’ to ensure that the automation starts when a new file is added.

• Choose Google Drive as the trigger application.
• Select the specific folder where product manuals will be uploaded.
• Connect your Google Drive account to Pabbly Connect.

Once the trigger is set up, you can test the connection by uploading a product manual to the specified Google Drive folder. This will allow Pabbly Connect to capture the new file and proceed with the next steps in the workflow.

3. Extracting Product Manual Details Using AI

After successfully setting up the trigger, the next step involves using Pabbly Connect to extract details from the uploaded product manual. For this, we will use OpenAI as our AI agent. Select OpenAI as the action application and choose the action event as ‘Extract Content from PDF/Image’ to facilitate the extraction process.

You’ll need to connect your OpenAI account by providing an API token. Once connected, map the URL of the uploaded product manual from the previous step into the designated field for the image or PDF URL. This mapping is essential as it allows the AI to access the file and extract the required details.

• Map the URL of the uploaded file from Google Drive.
• Specify the prompt for the AI to extract the necessary details.
• Ensure the AI response is formatted in JSON for easier handling.

After setting up the AI extraction, run a test to ensure that the details are correctly extracted from the product manual. This step verifies that the integration between Pabbly Connect and OpenAI is functioning as intended.

4. Saving Extracted Details to Google Sheets

Now that we have the product manual details extracted, the next step is to save these details into Google Sheets using Pabbly Connect. Set Google Sheets as the action application and choose the action event ‘Add New Row’ to create a new entry for each extracted product manual.

Connect your Google Sheets account and select the specific spreadsheet where you want the data to be stored. Map the extracted details such as product name, category, key ingredients, benefits, and net quantity to the corresponding columns in your Google Sheets. This mapping ensures that all the data is organized correctly.

Select the spreadsheet and sheet where data will be saved. Map the extracted details to the appropriate fields. Run a test to confirm the data is saved correctly.

Upon successful mapping and testing, every time a new product manual is uploaded, Pabbly Connect will automatically extract the details and save them to your Google Sheets, streamlining your data management process.

5. Testing the Integration and Final Verification

The final step is to test the entire integration to ensure everything works seamlessly. Upload another product manual into the designated Google Drive folder. Remember that Google Drive operates on a polling basis, meaning it may take a few minutes for Pabbly Connect to capture the new file and extract the details.

After waiting for the specified polling time, check your Google Sheets to verify that the new product manual details have been recorded correctly. This final verification confirms that your AI agent, created using Pabbly Connect, is functioning as intended and efficiently automating the extraction process.

Should you encounter any issues, revisit each step to ensure all connections and mappings are correctly set up. This thorough testing process ensures that your automation workflow is reliable and effective.

Conclusion

By following this tutorial, you can effectively use Pabbly Connect to automate the extraction of product manual details into Google Sheets using AI. This integration not only saves time but also enhances your data management capabilities, making it easier to keep track of product specifications and updates.