Automatically Draft & Send Emails from Google Sheets Using Pabbly Connect and OpenAI

Learn how to automatically draft and send emails from Google Sheets using Pabbly Connect and OpenAI in this detailed tutorial. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating email drafts from Google Sheets, access Pabbly Connect by typing its URL in your browser. Here, you will find options to sign in or sign up for free. New users can create an account and receive 100 free tasks monthly to explore the platform.

Once signed in, you will reach the Pabbly Connect dashboard. This dashboard allows you to manage existing workflows or create new ones. Click on ‘Create Workflow’ to initiate the process of integrating Google Sheets, OpenAI, and Gmail using Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow that connects Google Sheets with OpenAI and Gmail. Start by naming your workflow, for example, ‘Draft and Send Emails from Google Sheets using OpenAI.’ This name will help you identify the workflow later.

• Select Google Sheets as the trigger application.
• Choose the trigger event as ‘New or Updated Spreadsheet Row.’
• Copy the webhook URL provided by Pabbly Connect.

After configuring the trigger, go to your Google Sheets and install the Pabbly Connect Webhooks add-on. This will allow the spreadsheet to communicate with Pabbly Connect. Once installed, refresh the sheet and set up the initial configuration using the copied webhook URL.

3. Setting Up Google Sheets with Pabbly Connect

In your Google Sheets, go to Extensions, then Pabbly Connect Webhooks, and click on ‘Initial Setup.’ Paste the webhook URL and specify the trigger column, which is the column that will initiate the workflow when updated.

• Set your trigger column (e.g., Column C).
• Send test data to ensure the connection is successful.
• Click on ‘Send on Event’ to activate the webhook.

Once set up, any new entry in the specified column will automatically send data to Pabbly Connect, allowing the workflow to trigger seamlessly.

4. Integrating OpenAI with Pabbly Connect

Next, you will integrate OpenAI to generate email content based on the titles entered in Google Sheets. In the action step of your workflow, select OpenAI and choose the action event as ‘Chat GPT.’ This will allow you to utilize OpenAI’s capabilities to create dynamic email content. using Pabbly Connect

Connect your OpenAI account by entering the API token. Once connected, specify the AI model (e.g., GPT 3.5 Turbo) and create a prompt that instructs OpenAI to generate the email body based on the title received from Google Sheets. This prompt is crucial for producing relevant content.

For example, your prompt could be: ‘Generate only the body of the email on the title ‘Newly Launched Fruity Perfumes’ for the recipient ‘Smart User’ with regards, ‘Pabbly.” This mapping will ensure that the generated content is personalized and relevant to the customer.

5. Sending Emails via Gmail Using Pabbly Connect

The final step involves sending the generated email content to the customer through Gmail. In the action step of your workflow, select Gmail and choose the action event as ‘Send Email.’ Connect your Gmail account to allow Pabbly Connect to send emails on your behalf.

Map the recipient’s email address from Google Sheets, set a static sender name (like ‘Pabbly’), and use the mapped title as the email subject. For the email body, map the generated content from OpenAI.

Finally, test the configuration by clicking on ‘Save and Send Test Request.’ If successful, you will receive a confirmation that the email has been sent. You can verify this by checking the recipient’s inbox for the email with the generated content.

Conclusion

By following these steps, you can automate the process of drafting and sending emails from Google Sheets using Pabbly Connect and OpenAI. This integration not only saves time but also ensures personalized communication with your customers.