How to Use Pabbly Connect to Convert Medical Reports into Accessible Data

Learn how to use Pabbly Connect to automate the conversion of medical reports into easily accessible data with step-by-step instructions. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating the conversion of medical reports into easily accessible data, first, you need to access Pabbly Connect. Open a new tab in your browser and type Pabbly.com/connect. This will take you to the Pabbly Connect landing page.

Once there, you will see options for signing in or signing up. If you are a new user, click on the ‘Sign up for free’ button to create an account. Existing users should click on the ‘Sign in’ button. After signing in, you will be directed to the dashboard where you can create workflows using Pabbly Connect.

2. Creating a New Workflow in Pabbly Connect

After accessing your dashboard, the next step is to create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ option. A dialog box will appear prompting you to name your workflow. Enter a descriptive name, such as ‘Use an AI Agent to Convert Medical Reports into Easily Accessible Data’.

Once you’ve named your workflow, select a folder to save it in, such as ‘AI Automations’. After selecting the folder, click on the ‘Create’ button. You will now see two main sections: Trigger and Action, which are essential for setting up your automation.

• Trigger: This is the event that starts the automation.
• Action: This is what happens as a result of the trigger.

Understanding these concepts is crucial for effectively using Pabbly Connect to automate your tasks.

3. Setting Up the Trigger with Google Drive

In this step, you will set up the trigger in Pabbly Connect to monitor your Google Drive for new medical report uploads. Select Google Drive as your trigger application and choose the trigger event ‘New File in Specific Folder’. This event will activate whenever a new medical report is uploaded to your designated folder.

Next, you will need to connect Pabbly Connect to your Google Drive account. Click on the ‘Connect’ button and then select ‘Add New Connection’. Sign in to your Google account and allow Pabbly Connect to access your Google Drive. Once connected, select the specific folder where your medical reports will be uploaded.

• Ensure that you are logged into your Google Drive account before attempting to connect.
• The polling time for Google Drive is 10 minutes, meaning it will check for new files every 10 minutes.

After setting up the trigger, click on the ‘Save and Send Test Request’ button to confirm that the connection is successful. If successful, you will receive a response containing details of the last file uploaded to your Google Drive.

4. Extracting Data from Medical Reports Using OpenAI

Now that you have set up the trigger, the next step is to extract data from the medical reports using OpenAI as your AI agent. In the Action step, select OpenAI as your action application and choose the action event ‘Extract Content from PDF or Image’.

To build the connection between Pabbly Connect and OpenAI, click on the ‘Connect’ button. If you already have a connection, you can select that; otherwise, create a new connection by entering your OpenAI API key. You can generate this key from the OpenAI platform by creating a new secret key.

Use the web content link of the uploaded PDF from the previous step as the document URL. Provide a prompt for the AI to extract specific details such as patient name, age, and diagnosis.

After entering the required information, click on ‘Save and Send Test Request’ to receive the extracted details in JSON format.

5. Adding Extracted Data to Google Sheets

The final step involves adding the extracted data into Google Sheets. In the Action step of Pabbly Connect, select Google Sheets as your action application and choose the action event ‘Add New Row’.

Connect your Google Sheets account to Pabbly Connect using an existing connection. Then, select the spreadsheet where you want to store the data, such as ‘Medical Reports’. Map the fields from the extracted data to the corresponding columns in your Google Sheets.

Map fields like patient name, age, gender, and diagnosis to their respective columns. After mapping all necessary fields, click on ‘Save and Send Test Request’ to add the data.

Once completed, you can verify that the data has been added to your Google Sheets. This completes the automation process, allowing you to efficiently convert medical reports into easily accessible data with Pabbly Connect.

Conclusion

In this tutorial, you learned how to use Pabbly Connect to automate the process of converting medical reports into easily accessible data. By integrating Google Drive, OpenAI, and Google Sheets, you can streamline your workflow and eliminate manual data entry.

Pabbly Connect makes it easy to set up this automation without any coding skills, enabling you to focus on more important tasks in your medical practice.