How to Use Pabbly Connect to Extract Insights from Surveys in Google Sheets

Learn how to use Pabbly Connect to automate the extraction of insights from surveys in Google Sheets with AI. Step-by-step tutorial included. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Survey Insights

To start utilizing Pabbly Connect for extracting insights from surveys in Google Sheets, first visit the Pabbly Connect landing page at Pabbly.com/connect. Here, you can either sign in if you are an existing user or sign up for a free account.

Once logged in, you will see the Pabbly Connect dashboard. Click on the ‘Create Workflow’ button to start setting up your automation. This workflow will allow you to connect Google Forms, your AI agent (OpenAI), and Google Sheets seamlessly using Pabbly Connect.

2. Setting Up Google Forms with Pabbly Connect

Next, you need to set up your Google Forms to capture customer feedback. In Pabbly Connect, select Google Forms as your trigger application. Choose the trigger event as ‘New Response Received’. This will allow Pabbly Connect to listen for new submissions.

• Search for Google Forms in Pabbly Connect.
• Select ‘New Response Received’ as the trigger event.
• Copy the generated webhook URL.

After copying the webhook URL, navigate to your Google Form and ensure the last question is marked as required. This step is crucial as it triggers the workflow via Pabbly Connect when a response is submitted.

3. Integrating OpenAI for Insight Extraction

Now that your Google Forms are set, the next step involves integrating OpenAI through Pabbly Connect to extract insights from the survey responses. Choose OpenAI as your action application and select ‘Chat GPT’ as the action event.

You will need to connect your OpenAI account by providing the API key. To obtain this, visit the OpenAI API key page, create a new secret key, and copy it into Pabbly Connect. After connecting, you can proceed to set up the prompt for the AI agent.

• Select OpenAI in Pabbly Connect.
• Enter your OpenAI API key.
• Map the survey response data to the OpenAI prompt.

This mapping process ensures that each new response is dynamically processed by the AI, generating insights based on the customer feedback captured.

4. Updating Google Sheets with AI Insights

After generating insights through OpenAI, the next step is to send these insights back to Google Sheets. In Pabbly Connect, add another action step and select Google Sheets as the application. Choose ‘Update Cell Value’ as the action event.

Connect your Google Sheets account and select the spreadsheet where you want to store the insights. Specify the range (for example, K4) where the insights will be updated. Ensure to map the AI-generated summary to this cell, allowing for seamless updates.

Select Google Sheets in Pabbly Connect. Choose ‘Update Cell Value’ as the action event. Map the AI insights to the specified cell.

With this setup, every time a new response is submitted, the insights will automatically populate in your Google Sheets without any manual effort, showcasing the power of Pabbly Connect.

5. Conclusion: Automating Insights Extraction with Pabbly Connect

In conclusion, using Pabbly Connect to automate the extraction of insights from surveys in Google Sheets significantly enhances efficiency. By integrating Google Forms, OpenAI, and Google Sheets, you can transform customer feedback into actionable insights effortlessly.

This automation not only saves time but also provides clarity on customer satisfaction and areas for improvement. With Pabbly Connect, you can streamline your workflow and focus on making informed decisions based on the insights generated.