Turn Your Inbox into an Automation Machine

Learn how to automate your inbox using Pabbly Connect to integrate Gmail, Google Sheets, and Slack for seamless order management. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To turn your inbox into an automation machine, start by accessing Pabbly Connect. Open a new tab and search for ‘Pabbly.com/connect’. You will be directed to the landing page where you can choose to sign in or sign up for a free account.

If you are new to Pabbly Connect, click on the ‘Sign Up Free’ button. This grants you access to 100 free tasks every month, allowing you to create workflows. Existing users should click on the ‘Sign In’ button to access their dashboard.

2. Creating Your Workflow in Pabbly Connect

After signing in to Pabbly Connect, click on the ‘Create a Workflow’ button. Here, you can select either the new beta version or the classic version of the workflow builder. Choose your preferred version and give your workflow a meaningful name, like ‘Order Confirmation Automation’.

• Select the folder to save your workflow.
• Click on the ‘Create’ button to proceed.

Once your workflow is created, you will be directed to the workflow page where you can start integrating applications. The first step is to select your trigger application, which will kickstart your automation process.

3. Setting Up Trigger Application with Gmail

To set up your trigger application, choose ‘Email Parser’ from the options. This will allow Pabbly Connect to receive new emails as triggers. Select the event ‘New Email Received’ and click the ‘Connect’ button.

You will receive an email parser address. Copy this address and head over to your Gmail account. Go to settings, select ‘See All Settings’, and navigate to the ‘Forwarding and POP/IMAP’ tab. Here, you will add the copied email parser address as a forwarding address.

• Click on ‘Add a Forwarding Address’ and paste the email parser address.
• Confirm the forwarding request by verifying the confirmation link sent to your Pabbly Connect account.

Once confirmed, set up a filter in Gmail to forward only emails containing the keyword ‘order confirmation’ to your Pabbly Connect email parser.

4. Integrating Action Applications: Google Sheets and Slack

Now that your trigger is set up, it’s time to configure action applications. Start by selecting ‘OpenAI’ to extract order details from the email. Connect this application and select the event ‘Chat GPT’. You will need a token from OpenAI, which you can obtain by creating a new secret key on the OpenAI platform.

After connecting OpenAI, map the email content to extract relevant order details. Use the slash button to map the body of the email. This dynamic mapping ensures that Pabbly Connect updates the data automatically with each new order.

Select the fields you want to extract, such as customer name and email. Click on ‘Save and Test Request’ to verify the integration.

Next, add Google Sheets as an action application. Choose the ‘Add New Row’ event and connect your Google account. Select the appropriate spreadsheet and sheet, then map the extracted order details into the corresponding columns.

5. Notifying Your Team via Slack

The final step in your automation process is to notify your team on Slack. Select Slack as your action application and choose the ‘Send Channel Message’ event. Connect your Slack account and specify the channel where you want to send the notification.

Compose your message, including dynamic data such as order ID and customer name. Use the mapping feature to insert these details dynamically into your message, ensuring that your team receives up-to-date information.

Click on ‘Save and Send Test Request’ to send a test message to your Slack channel. Check your Slack channel to confirm that the message has been sent successfully.

With this, you have successfully set up an automation workflow that captures order confirmations from Gmail, organizes them in Google Sheets, and notifies your team via Slack, all powered by Pabbly Connect.

Conclusion

By following the steps outlined in this tutorial, you can effectively use Pabbly Connect to automate your inbox and streamline order management. This integration allows for efficient data handling, ensuring that your team is always informed and organized.