How to Use Pabbly Connect to Extract Packing List Data for Inventory Management

Learn how to use Pabbly Connect to automate the extraction of packing list data for efficient inventory management. Follow this step-by-step tutorial. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To begin using Pabbly Connect for extracting packing list data, the first step is to access the platform. Open your web browser and navigate to the Pabbly Connect landing page at www.Pabbly.com/connect. Here, you will find options to sign in or sign up for free, which allows you to explore the application with 100 free tasks each month.

For existing users, simply click on the sign in button. After signing in, you will be directed to the dashboard where you can access various tools and applications offered by Pabbly. To start the automation process, click on access now under Pabbly Connect, and then select create workflow to initiate your first automation setup.

2. Creating Your Workflow in Pabbly Connect

When creating a new workflow in Pabbly Connect, you will be prompted to name your workflow and select a folder to save it in. Name your workflow something descriptive, such as ‘Extract Packing List Data for Inventory Management’. Choose an appropriate folder, like automations, from the left side of the dashboard.

• Click on create to open the workflow window.
• This window will allow you to set triggers and actions for your automation.
• Remember, triggers are events that start the workflow, while actions are responses to those triggers.

Now that you have set up your workflow, you can begin integrating your applications. Select Google Drive as your trigger application since your packing list files will be stored there.

3. Setting Up Google Drive as the Trigger in Pabbly Connect

To set Google Drive as your trigger in Pabbly Connect, search for Google Drive in the trigger application selection. Once selected, choose the trigger event new file in a specific folder. This action will monitor the designated folder for any new packing list files uploaded.

Click on connect and follow the prompts to authenticate your Google account. Make sure to allow all necessary permissions for Pabbly Connect to access your Google Drive files. After connecting, select the specific folder where your packing lists are stored, ensuring it is shared with anyone with the link and has editor access.

• Upload a sample packing list file to test the trigger.
• Click on save and send test request to capture the latest response.

Once the trigger is set up, Pabbly Connect will check for new files every 10 minutes, ensuring your workflow is efficient and up-to-date.

4. Integrating the AI Agent with Pabbly Connect

Next, you will set up the AI agent, OpenAI, as the action application in Pabbly Connect. Search for OpenAI and select it, then choose the action event extract content from PDF/image. Click on connect and enter your OpenAI API key, which you can obtain from the OpenAI API key page.

After entering the token, select the OpenAI model, such as GPT-4 mini. For the PDF URL, map the URL from the previous Google Drive trigger response to ensure that the AI agent extracts the correct data from the uploaded packing list.

Input a prompt to guide the AI on what data to extract, like order number and item details. Generate a structured output JSON to define how the extracted data should be formatted.

Once you have set up the AI agent, click save and send test request to see the extracted details from the packing list. This step completes the integration with the AI agent through Pabbly Connect.

5. Adding Extracted Data to Google Sheets via Pabbly Connect

The final step is to send the extracted data to Google Sheets. In your Pabbly Connect workflow, add another action step and select Google Sheets as the action application. Choose the action event add new row and connect your Google Sheets account.

After connecting, select the spreadsheet and sheet where you want to save the extracted data. Map the fields such as order number, date, items, and shipment number from the AI agent’s response to the corresponding columns in your Google Sheets.

Click on save and send test request to add the details to your Google Sheets. Verify that the details appear correctly in your spreadsheet without any manual effort.

This integration allows you to automate the entire process of extracting packing list data and adding it to Google Sheets, significantly reducing manual data entry errors.

Conclusion

Using Pabbly Connect to automate the extraction of packing list data streamlines your inventory management process. By integrating Google Drive, OpenAI, and Google Sheets, you can effortlessly manage your data with accuracy and efficiency. Implement this automation to save time and improve your workflow.