Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Automation

To automate payment reminders, first access Pabbly Connect by visiting the official website. If you are a new user, click on the “Sign Up Free” button to create an account and receive 100 free tasks each month.

After signing in, you will reach the Pabbly Connect dashboard. Click the “Create Workflow” button to start. You can choose between two workflow builders: the new beta version or the classic version. For this tutorial, select the new beta version to proceed with your workflow setup.

2. Setting Up the Trigger in Pabbly Connect

In this section, we will set up a trigger that will initiate your workflow. Select “Schedule by Pabbly” as your trigger application. For the event, choose “Schedule Workflow” to specify how often you want the workflow to run.

  • Set the trigger frequency to “Every Day”.
  • Select the desired time for the workflow to run, such as 10:00 AM.

Once you complete these steps, click the “Save” button to confirm your trigger settings. This ensures that your workflow will be activated daily at the specified time.

3. Fetching Data from Google Sheets Using Pabbly Connect

Next, we will fetch data from Google Sheets to identify pending payments. Select “Google Sheets” as your action application and choose the event “Get Rows” to retrieve data from your spreadsheet.

To create a connection, click on the “Connect” button. If it’s your first time, select “Add New Connection” and sign in to your Google account. After establishing the connection, choose the spreadsheet and sheet from which you want to extract data.

  • Select the spreadsheet named “Worksheet”.
  • Choose the sheet named “Payment Reminder”.
  • Specify the range as “A:J” to include all necessary columns.

After setting the range, click on “Save and Send Test Request” to ensure you receive the correct data response from Google Sheets. This response will be essential for the next steps in your workflow.

4. Processing Data with OpenAI in Pabbly Connect

To process the data retrieved from Google Sheets, we will use OpenAI. Select “OpenAI” as the next action application and choose the event “Chat GPT” to analyze the payment data.

Click on “Connect” to create a new connection. You will need to provide your OpenAI token, which you can obtain from your OpenAI account. After entering the token, select the AI model you wish to use, such as GPT-5.2, and add a prompt to identify vendors with pending payments.

  • Your prompt should specify conditions like “payment status is pending” and “reminder sent is no”.
  • Map today’s date to filter results accurately.

After configuring the prompt, click “Save” to store your settings. This will allow OpenAI to process the data and return the relevant vendor information needed for the next steps.

5. Sending WhatsApp Reminders Using Pabbly Connect

Finally, we will send WhatsApp reminders to the vendors identified by OpenAI. Use “Pabbly Chatflow” as the action application and select the event “Send Text Message” to initiate the reminder process.

After creating a connection with Pabbly Chatflow, fill in the required details, including the recipient’s WhatsApp number and the message content. You can map the vendor’s name, order ID, and payment details directly from the previous steps.

  • Map the WhatsApp number from the JSON extractor response.
  • Include personalized details in the message for clarity.

After configuring the message, click “Save and Send Test Request” to send a test message to ensure everything works correctly. This step completes your workflow, allowing you to send automated payment reminders seamlessly.

Conclusion

In this tutorial, we demonstrated how to automate payment reminders using Pabbly Connect. By integrating Google Sheets, OpenAI, and WhatsApp, you can streamline your payment reminder process efficiently.