Transform Handwritten Forms into Digital Data with Pabbly Connect: A Step-by-Step Guide

Learn how to effortlessly transform handwritten forms into digital data using Pabbly Connect, Google Drive, and AI agents in this detailed tutorial. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect to Start Your Automation

To transform handwritten forms into digital data, the first step is accessing Pabbly Connect. Open your web browser and navigate to the Pabbly Connect homepage by typing in the URL: Pabbly.com/connect/.

If you are a new user, click on the ‘Sign Up for Free’ button to create an account. Existing users can simply sign in. Once logged in, you will have access to all the features of Pabbly Connect.

2. Creating a New Workflow in Pabbly Connect

After logging into Pabbly Connect, you need to create a new workflow. Click on the ‘Create Workflow’ button. A dialog box will appear prompting you to name your workflow. Enter a descriptive name like ‘Transform Handwritten Forms into Digital Data with AI Agents Effortlessly’.

Next, select a folder for your workflow. For this example, you can create a folder named ‘AI Automations’. Click on ‘Create’ to save your workflow. Now, you will see two important sections: Trigger and Action.

• Name your workflow appropriately.
• Select a folder to organize your workflows.
• Understand the Trigger and Action concept in Pabbly Connect.

With your workflow created, you are now ready to set up triggers and actions to automate the process of transforming handwritten forms into digital data.

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

In this step, you will set up Google Drive as the trigger application in Pabbly Connect. Select Google Drive from the trigger application options. Choose the trigger event as ‘New File in Specific Folder’. This means the workflow will start when a new handwritten form is uploaded to a designated folder in Google Drive.

After selecting the trigger event, click on the ‘Connect’ button to establish a connection between Google Drive and Pabbly Connect. Make sure you are logged into your Google Drive account. Choose ‘Add New Connection’ and follow the prompts to authorize access.

• Select Google Drive as the trigger application.
• Choose the event ‘New File in Specific Folder’.
• Authorize the connection to your Google Drive account.

Once the connection is established, select the specific folder where the handwritten forms will be uploaded. This setup ensures that every time a new form is uploaded, the automation process will kick in.

4. Extracting Data Using OpenAI as an Action in Pabbly Connect

Now, you will configure OpenAI as the action application to extract details from the uploaded forms. Select OpenAI and choose the action event as ‘Extract Content from PDF or Image’. This allows Pabbly Connect to communicate with OpenAI to extract the necessary details from the forms.

To establish this connection, you will need an API key from OpenAI. Click on ‘Connect’ and follow the prompts to enter your API key. Once the connection is successful, you can map the URL of the uploaded form from Google Drive to extract the required details automatically.

Select OpenAI as the action application. Choose ‘Extract Content from PDF or Image’ as the action event. Map the Google Drive URL to extract details.

After mapping the URL, you can specify the format in which you want the extracted data to be structured. This ensures that the data is organized and ready for the next step in your workflow.

5. Saving Extracted Data to Google Sheets via Pabbly Connect

The final step is to save the extracted data into Google Sheets using Pabbly Connect. Select Google Sheets as your action application and choose the action event as ‘Add New Row’. This step will create a new entry in your Google Sheets for every new form processed.

Connect Google Sheets to Pabbly Connect and select the specific spreadsheet and sheet where you want to save the data. Map all the fields from the extracted data to the corresponding columns in your Google Sheets. This ensures that every detail is recorded systematically.

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

Once all mappings are complete, click on ‘Save and Send Test Request’ to ensure everything works as expected. Now, every time a handwritten form is uploaded, the data will be automatically extracted and recorded in Google Sheets without any manual effort.

Conclusion

In this tutorial, we explored how to transform handwritten forms into digital data using Pabbly Connect. By integrating Google Drive, OpenAI, and Google Sheets, you can automate the entire process effortlessly. This not only saves time but also ensures accuracy in data entry.

Utilizing Pabbly Connect for such automation can significantly enhance your workflow efficiency. Now you can focus on more critical tasks while the automation handles data entry seamlessly.