How to Use Pabbly Connect to Extract Pharmaceutical Distributors Agreements Data from PDFs to Google Sheets

Learn how to use Pabbly Connect to automate the extraction of pharmaceutical distributors agreements data from PDFs to Google Sheets efficiently. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start the process of extracting pharmaceutical distributors agreements data from PDFs to Google Sheets, first, access Pabbly Connect by navigating to www.pabyt.com/connect. Here, you can either sign in if you already have an account or sign up for free to get started.

Once you are on the Pabbly Connect dashboard, you will see options to create a new workflow. This is where the automation begins, allowing you to connect Google Drive and Google Sheets seamlessly.

2. Creating a Workflow in Pabbly Connect

After signing into Pabbly Connect, click on the ‘Create Workflow’ button located at the top right corner of your dashboard. You will be prompted to name your workflow. Enter a descriptive name, such as ‘Extract Pharmaceutical Distributors Agreements Data from PDFs to Google Sheets’.

Next, select the appropriate folder where you want to save this workflow. You can choose from existing folders or create a new one. After naming your workflow and selecting the folder, click on the ‘Create’ button to finalize your workflow setup.

• Click on ‘Create Workflow’.
• Enter your workflow name.
• Select a folder to save the workflow.
• Click on ‘Create’ to finish.

Your workflow is now created, and you will see the trigger and action windows. This is where you will set up the automation process using Pabbly Connect.

3. Setting Up the Trigger in Pabbly Connect

To automate data extraction, you need to set up a trigger in Pabbly Connect. Select Google Drive as your trigger application. The trigger event should be set to ‘New File in Specific Folder’, which will monitor a designated folder in your Google Drive for any new PDF uploads.

After selecting Google Drive, click on the ‘Connect’ button. You will be prompted to add a new connection by signing in with your Google account. Once authorized, select the specific folder where you will upload your pharmaceutical distributors agreements PDFs.

• Choose Google Drive as the trigger application.
• Set the trigger event to ‘New File in Specific Folder’.
• Authorize your Google account to connect with Pabbly Connect.
• Select the folder for PDF uploads.

Once the trigger is set, whenever you upload a new PDF file in the specified folder, Pabbly Connect will capture this event, allowing you to extract data from the uploaded agreements.

4. Extracting Data Using AI with Pabbly Connect

After successfully setting up the trigger, the next step is to extract data from the PDF agreements using an AI agent. For this, select OpenAI as your action application and choose the action event ‘Extract Content from PDF Image’. This integration will allow Pabbly Connect to process the uploaded PDF and retrieve the necessary data.

Click on the ‘Connect’ button and add a new connection by entering your OpenAI API token. After connecting, you will need to specify the image URL, which is the link to the PDF file uploaded in Google Drive. Use the response from the trigger step to map this URL.

Select OpenAI as the action application. Choose ‘Extract Content from PDF Image’ as the action event. Map the image URL from the trigger response.

Once the AI agent processes the PDF, it will extract relevant fields such as agreement ID, effective date, and distributor name, which will be sent back to Pabbly Connect for the next step.

5. Adding Extracted Data to Google Sheets via Pabbly Connect

The final step is to add the extracted data to Google Sheets. For this, select Google Sheets as the action application and set the action event to ‘Add New Row’. This will create a new row in your designated Google Sheets spreadsheet for each extracted agreement.

Connect to your Google Sheets account and select the specific spreadsheet and sheet where the data should be added. You will then map the extracted fields from the previous step to the corresponding columns in your Google Sheets.

Choose Google Sheets as the action application. Select ‘Add New Row’ as the action event. Map the extracted fields to the appropriate columns.

After mapping all necessary fields, click on the ‘Save and Send Test Request’ button. If everything is set up correctly, you will see the data populated in your Google Sheets, confirming that your Pabbly Connect workflow is functioning as intended.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the extraction of pharmaceutical distributors agreements data from PDFs to Google Sheets. By leveraging the capabilities of Pabbly Connect, you can streamline your workflow and save valuable time in managing agreements.

With the integration of Google Drive, OpenAI, and Google Sheets through Pabbly Connect, you can efficiently handle and organize your important documents. This process not only reduces manual effort but also ensures accuracy in data management.