Transform Freight Bills into Structured Data with Pabbly Connect

Learn how to use Pabbly Connect to automate the extraction of freight bill data into structured formats for logistics optimization. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Freight Bill Automation

To start using Pabbly Connect for transforming freight bills into structured data, first, access the Pabbly Connect platform. Visit the Pabbly website and sign up for a free account if you are a new user, or sign in if you already have an account.

Once logged in, you will be directed to the Pabbly Connect dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button to begin the process of automating your freight bill data extraction.

2. Creating a Workflow in Pabbly Connect

In this section, we will set up a workflow to automate data extraction from freight bills. The first step is to give your workflow a name, such as ‘Use AI Agent to Transform Freight Bills into Structured Data for Logistics Success’. This name will help you identify the workflow later. using Pabbly Connect

Next, you need to select a trigger application. In this case, choose Google Drive as the trigger app because the freight bills will be uploaded there. Follow these steps to set up the trigger:

• Select ‘New File in Folder’ as the trigger event.
• Connect your Google Drive account to Pabbly Connect.
• Choose the specific folder where the freight bills will be uploaded.

After configuring the trigger, make sure to save your settings.

3. Extracting Data Using AI Agent

With the trigger set up, the next step involves using the AI Agent to extract data from the uploaded freight bills. For this, select OpenAI as the action application in Pabbly Connect. This integration allows you to utilize AI capabilities for data extraction. using Pabbly Connect

Here are the steps to configure the action:

• Choose ‘Extract Content from PDF’ as the action event.
• Connect your OpenAI account by providing the necessary API key.
• Map the URL of the uploaded PDF file from Google Drive to the OpenAI action.

After completing these steps, save the action configuration.

4. Storing Extracted Data in Google Sheets

Now that data extraction is set up, the next step is to store the extracted data into Google Sheets. Select Google Sheets as the next action application in your Pabbly Connect workflow. using Pabbly Connect

To do this, follow these steps:

Choose ‘Add Row’ as the action event. Connect your Google Sheets account to Pabbly Connect. Select the spreadsheet and sheet where the data should be added. Map the extracted data fields such as driver name, pickup address, shipping address, freight charges, products, quantity, and price.

Ensure all mappings are correct before saving the action.

5. Testing the Integration

After setting up all the necessary steps in your workflow, it’s time to test the integration. Upload a new freight bill PDF to the specified Google Drive folder. Pabbly Connect will automatically trigger the workflow, extracting the data and adding it to your Google Sheets.

To verify the integration:

Check your Google Sheets to see if the new row with the extracted data has been added. Review the extracted data to ensure accuracy and completeness.

If everything is working as expected, your integration is successful, and you can now automate the extraction of freight bills into structured data using Pabbly Connect.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the extraction of freight bill data into structured formats for logistics success. By integrating Google Drive, OpenAI, and Google Sheets, you can streamline your logistics operations and reduce errors.

Utilizing Pabbly Connect not only saves time but also enhances the accuracy of your data management processes. Start automating your workflows today for a more efficient logistics operation!