Automate Email Drafting and Sending from Google Sheets Using OpenAI with Pabbly Connect

Learn how to automate email drafting and sending from Google Sheets using OpenAI through Pabbly Connect 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

Accessing Pabbly Connect to Automate Email Drafting

To begin automating email drafting and sending using Pabbly Connect, first access the platform by visiting the Pabbly Connect homepage. Here, you can sign in or create a new account. By signing up, you will receive 100 free tasks each month, allowing you to explore the features of Pabbly Connect.

Once logged in, navigate to the dashboard where you can create and manage workflows. Click on the ‘Create Workflow’ button, where you will be prompted to name your workflow. For this integration, name it ‘Draft and Send Emails from Google Sheets using OpenAI’. This process sets the stage for connecting Google Sheets, OpenAI, and Gmail through Pabbly Connect.

Setting Up Google Sheets as a Trigger in Pabbly Connect

In this step, you will configure Google Sheets as the trigger application in your Pabbly Connect workflow. Select Google Sheets and choose the trigger event as ‘New or Updated Spreadsheet Row’. This event will initiate the workflow whenever a new row is added or updated in your Google Sheet.

After selecting the trigger event, Pabbly Connect will provide you with a webhook URL. Copy this URL, as it will be used to connect Google Sheets with Pabbly Connect. In your Google Sheets, navigate to Extensions > Add-ons > Get Add-ons, and search for ‘Pabbly Connect Webhooks’ to install the necessary add-on. Once installed, refresh your Google Sheets to see the Pabbly Connect options.

• Paste the webhook URL in the initial setup of the Pabbly Connect add-on.
• Set the trigger column to capture data until that column.
• Send test data to ensure the connection is established.

After successfully configuring the trigger, you will see the response in Pabbly Connect, confirming that the connection between Google Sheets and Pabbly Connect is established correctly.

Generating Email Content Using OpenAI

Now that Google Sheets is set as a trigger, the next step is to generate the email content using OpenAI. In Pabbly Connect, select OpenAI as the action application and choose the action event as ‘Chat GPT’. This allows you to create dynamic email content based on the data received from Google Sheets. using Pabbly Connect

When prompted, connect your OpenAI account by entering your API key. Then, set the AI model to ‘GPT 3.5 Turbo’ and provide a prompt for content generation. For this integration, the prompt can be ‘Generate only the body of the email on the title.’ This ensures that the email body is tailored to the title provided from Google Sheets.

• Map the title from the Google Sheets response to the prompt.
• Insert the recipient’s name dynamically using data from Google Sheets.
• Click on Save and send test request to generate the email body.

Once the email content is generated, you can verify its correctness in Pabbly Connect, confirming that the integration is functioning as intended.

Sending the Email Using Gmail through Pabbly Connect

With the email content generated, the next step is to send it via Gmail. In your Pabbly Connect workflow, select Gmail as the action application and choose the action event ‘Send Email’. Connect your Gmail account by selecting an existing connection or creating a new one.

Once connected, you will need to fill in the details for the email. Map the recipient’s email address from the Google Sheets response, set the sender’s name, and use the title from Google Sheets as the email subject. Finally, map the generated email body content from the OpenAI step.

Set the email content type to plain text. Optionally, add attachments if needed. Click on Save and send test request to send the email.

After sending the email, check the recipient’s inbox to ensure that the email has been delivered successfully, confirming that your workflow is operational through Pabbly Connect.

Testing the Automation Workflow

To finalize the setup, you should thoroughly test the automation workflow. Add a new row in your Google Sheets with customer details and a title for the email. This will trigger the entire process, generating the email body and sending it to the specified email address.

Once you enter the new data up to the trigger column, Pabbly Connect will automatically capture this data, generate the email content using OpenAI, and send the email via Gmail without any manual intervention. This seamless integration showcases the power of Pabbly Connect in automating tasks.

Verify that the email received matches the details you entered, ensuring that the workflow operates as expected. This comprehensive setup allows for efficient communication with customers using automated emails.

Conclusion

In this tutorial, we demonstrated how to automate the process of drafting and sending emails from Google Sheets using OpenAI and Pabbly Connect. By following the steps outlined, you can efficiently manage customer communications without manual effort, enhancing productivity.