How to Send Outlook Email from Google Sheets using OpenAI with Pabbly Connect

Learn how to send Outlook emails from Google Sheets using OpenAI with Pabbly Connect. Step-by-step tutorial for seamless integration. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Email Automation

To send Outlook emails from Google Sheets using OpenAI, first, access Pabbly Connect. This platform allows seamless integration without coding skills.

Visit the Pabbly Connect homepage by typing the URL in your browser. You will see options to sign in or sign up for free. If you are a new user, click on ‘Sign Up for Free’. After creating your account, you will receive 100 free tasks every month to explore the features.

2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, navigate to the dashboard to create a new workflow. Click on the ‘Create Workflow’ button. A dialog will prompt you to name your workflow; enter ‘Draft and Send Outlook Emails from Google Sheets using OpenAI’.

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

Now, you will see two windows for trigger and action. The trigger is set to Google Sheets, while the action will use OpenAI to generate email content. This setup allows for dynamic email generation based on new data added to Google Sheets.

3. Setting Up Google Sheets as a Trigger

The next step is to set Google Sheets as the trigger application in Pabbly Connect. Select Google Sheets and choose ‘New or Updated Spreadsheet Row’ as the trigger event. This means that whenever a new row is added, it will trigger the workflow.

Copy the webhook URL provided by Pabbly Connect and go to your Google Sheet. Under the Extensions tab, find the Pabbly Connect Webhooks add-on, and click on ‘Initial Setup’. Paste the webhook URL into the designated field and specify the trigger column, which will be the column containing the email titles.

• Click ‘Send Test’ to verify the connection.
• Submit the initial setup and ensure the test data is sent successfully.

Once the connection is successful, you can proceed to the next action step in Pabbly Connect.

4. Generating Email Content with OpenAI

Now it’s time to integrate OpenAI for generating email content. In the action step of Pabbly Connect, search for OpenAI and select it. Choose ‘Chat GPT’ as the action event to generate the email body based on the title received from Google Sheets.

Connect your OpenAI account by selecting an existing connection or creating a new one. If creating a new connection, you will need to enter your OpenAI API token. Once connected, configure the prompt for the AI model. An example prompt could be ‘Draft only the body of the email on this title’ followed by the title from Google Sheets.

Select the AI model, preferably GPT-3.5 Turbo. Map the title field from the previous step to ensure dynamic content generation.

After setting the prompt, click ‘Save and Send Test Request’ to check if the email body is generated correctly.

5. Sending the Email through Microsoft Outlook

The final step is to send the generated email using Microsoft Outlook. In the action step of Pabbly Connect, select Microsoft 365 as the application and choose ‘Send Mail’ as the action event. Connect your Microsoft account to allow Pabbly Connect to send emails on your behalf.

Once connected, fill out the required fields: Subject, Body, and Recipient Email. Map the subject to the title from Google Sheets, the body to the generated content from OpenAI, and the recipient email to the customer’s email address.

Ensure the context type is set to plain text. Click ‘Save and Send Test Request’ to send the email.

Check the recipient’s inbox to confirm that the email has been received with the correct subject and body content.

Conclusion

Using Pabbly Connect, you can seamlessly automate the process of sending Outlook emails from Google Sheets using OpenAI. This integration allows for dynamic email generation based on customer data, enhancing efficiency and personalization.