OpenAI and Google Sheets integration: Automated workflows (+ 2 Free Templates)

hello and welcome back to this step-by-step tutorial today you'll learn how to integrate the GPT language model and Google Sheets with Anan a source available workflow automation tool by the end of this tutorial you'll be able to create two simple yet useful automations the first one will qualify

leads whenever a potential customer fills Google forms Anan will take the new submission qualify it according to your rules and update the Google sheet document the best part is that you can Define rules and instructions in plain English or another language no need to program the second workflow demonstrates

a few Advanced Anan features for summarizing feedback forms it takes all submissions of the feedback form and generates a brief report that you can send via email this report can contain a summary of user sentiment and most important points be it positive feedback or a suggestion for improvement you'll find the links to the templates for this tutorial in the description below the video you'll need a couple of additional things to

complete this tutorial a Google Cloud platform project an open AI API key in just a few seconds you'll see how to set this up let's get started before diving into workflow automations with Anan the first thing you'll need to do is to sign up you have two options the anic and cloud service which allows you to get started quickly with a free trial and no setup required or you can choose to self-host it by self-hosting you'll have to go through a setup process but it's free to use forever and offers complete privacy for your workflows with your account ready it's time to open a workflow template Annie an has a variety of pre-made workflows to get you started just log into your account click on the templates button browse through the template gallery and pick the one that aligns with what you want to achieve these templates are great timesavers and can be easily tailored to fit your needs once you found the perfect template click on the use template button and copy the template to clipboard paste the template onto the canvas now as you've created your anic

an account let's integrate Google Sheets with GPT from scratch first open Anan in your web browser and add a new workflow select a Google Sheets trigger create new credentials if you've never created ooth 2 credentials for Google before go to the open docs link and follow the instructions create a new Google Cloud platform project configure an O off consent screen once for the new add new credentials next register The Oaf redirect URL from Anan and Google Cloud take the client ID and a client secret paste these into the corresponding Anan Fields now sign in with Google Grant access and press continue all set to load the data it's time to create a new Google form with several questions you can take the question names from the workflow page make sure that the Google form answers are saved in a separate spreadsheet click on The View and sheets button add a new variable called rating this variable will store the lead qualification result from GPT now let's test this first data source make a few form submissions come back to an and can select the new sheet document from the drop-down list and configure the node shown on the screen click the fetch test event button great your data source is now ready let's now connect an open AI node create new credentials on the setting screen you'll need to add a secret key from your open AI account you can then adjust model parameters via the node options take a look at the system and user messages in the system message we explain the general instructions for lead qualification you can also add a few examples manually to improve the GPT response and make it more consistent and the user message provide data for a new single submission exit the open AI node setting screen and make a few test runs update the instructions if the GPT model doesn't match your expectations pin the node data during testing add a new set node to parse the Json reply from the open AI node next add a merge node to combine original records with the lead qualification ratings finally add another Google Sheets node to save the qualification results pick the right credentials and configure as shown on the screen we are going to save only the qualification results but you can also add an additional variable to store the detailed explanation save the workflow and click the test workflow button anak will fetch new form submissions and send them one by one into the open AI node qualification results are saved back into the Google Sheets after a few seconds remember to activate the workflow so that it runs automatically congratulations you've completed the first part of the tutorial before we go any further please make sure to hit the like button subscribe to the channel and turn on notifications for all future videos we release new content regularly so stay tuned now let's move on to the second workflow example imagine you are hosting a series of events and want to understand strong sides and opportunities for improvement create a new Google form for collecting event feedback add a few relevant questions to the form as before make sure that Google form answers are saved in a separate spreadsheet now let's create a second

anic can workflow provide a new name for the second workflow pick a manual trigger and add a Google Sheets node in the node settings pick the new sheet document and the sheet tab from the drop-down list run this node the goal of this workflow is to summarize the feedback from multiple users that's why you need to send the array with all user replies an allows you to work with arrays in several ways starting from version 1. 21 an can introduced several new data transformation nodes let's add an aggregate node in the settings screen add several fields to aggregate user replies press the test step Button as you can see instead of three incoming items there is only one each field now contains an array of user replies now add the open AI node and provide the system message with the instructions add a user message with feedback replies please note that we are passing an array of answers and separate each answer with the pipe character close the settings window and test the workflow now add the markdown node it converts the report into an HTML code which you can deliver via email note that we do not create a standalone HTML page in this workflow finally add a jelle node configure to send a new message as shown on the screen save and run the workflow in a few seconds your HTML report is ready

congratulations you've successfully created two workflows that integrate Google Sheets with open ai's GPT language model the first workflow analyzes each form submission and saves the lead qualification in Google Sheets the second workflow shows how to create a summary report from the Google Sheets document in one go the best part is that we haven't programmed anything all instru ructions to the gp4 model were done in plain English these are just two workflow examples but you can create many other use cases for Google Sheets and GPT Nan is absolutely a great tool for complex workflows so be sure to check out the links in the description below see you next time