How to Use Pabbly Connect to Extract Compliance Data from Audit Reports

Learn how to use Pabbly Connect to extract compliance data from audit reports seamlessly with Google Drive and OpenAI. Follow our step-by-step tutorial. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Compliance Data Extraction

To begin using Pabbly Connect for extracting compliance data from audit reports, first, access the platform by searching for Pabbly Connect in your browser. Upon reaching the landing page, you can either sign up for a new account or log in to your existing account.

After signing in, navigate to the Pabbly Connect dashboard. From here, click on the ‘Create Workflow’ button, and name your workflow, such as ‘AI Agent to Extract Compliance Data.’ Select the appropriate folder for your workflow, and then click on ‘Create’ to proceed.

2. Integrating Google Drive with Pabbly Connect

In this step, we will set up the integration between Google Drive and Pabbly Connect to capture new audit reports uploaded to a specific folder. In the trigger section, search for Google Drive and select it as the application.

• Choose the trigger event as ‘New File in Specific Folder’ to monitor uploads.
• Connect your Google Drive account by clicking on ‘Sign in with Google’.
• Select the folder where you will upload your audit reports.

Once the connection is established, click on ‘Save and Send Test Request’ to verify that the integration is working correctly. You should see a response indicating that the most recent file has been captured successfully.

3. Sending Data to OpenAI via Pabbly Connect

Next, we will configure Pabbly Connect to send the captured audit report to OpenAI for compliance data extraction. In the action step, search for OpenAI and select it as the application.

Choose the action event as ‘Extract Content from PDF/Image’ and connect your OpenAI account using the API key. To retrieve the API key, log into your OpenAI account, navigate to the API key section, and create a new secret key. Copy this key back to Pabbly Connect.

• Select the model to use, such as GPT-4 Mini.
• Map the PDF URL from the Google Drive trigger response into the OpenAI action step.
• Enter the prompt for extraction: ‘Extract the compliance details from the shared document and share response in structured JSON.’

After setting up these parameters, click on ‘Save and Send Test Request’ to extract the compliance data from the audit report.

4. Adding Extracted Data to Google Sheets via Pabbly Connect

Now that we have extracted compliance data from OpenAI, the next step is to add this data to Google Sheets using Pabbly Connect. For this, search for Google Sheets in the action step and select it.

Choose the action event as ‘Add New Row’ and connect your Google Sheets account. After connecting, select the spreadsheet where you want to store the compliance data, such as ‘Audit Report Compliance Data.’ Then, select the specific sheet where data will be added.

Map the extracted data from the OpenAI response to the respective fields in Google Sheets. Ensure all fields are correctly mapped for accurate data entry.

Once all fields are mapped, click on ‘Save and Send Test Request’ to finalize the integration. This action will add a new row in your Google Sheets with the compliance data extracted from the audit report.

5. Testing the AI Agent Workflow

Finally, it’s time to test the entire workflow built using Pabbly Connect. Upload a new audit report PDF to the designated Google Drive folder. This action should trigger the AI agent to extract compliance data and add it to your Google Sheets automatically.

After waiting for a few minutes, check your Google Sheets to see if the new compliance data has been added successfully. Each time you upload a new audit report, the AI agent will repeat this process, ensuring that your compliance data is always up to date.

By leveraging Pabbly Connect, you can automate the extraction and organization of compliance data from audit reports efficiently. This not only saves time but also enhances accuracy in data management.

Conclusion

Using Pabbly Connect, you can seamlessly extract compliance data from audit reports by integrating Google Drive and OpenAI. This automation simplifies data management, ensuring efficiency and accuracy.