Generating Sales Reports from Excel/CSV Data with ChatGPT using PDF.co and Make

Generate PDF reports from CSV or Excel data which contains valuable information about your sales performance, customer trends, and business growth, can be a time-consuming and error-prone process when manually creating reports from this data.

By the combination of ChatGPT, PDF.co, and Make you can easily simplify your reporting workflow and automate the generation of professional reports. These platforms provide you with the necessary tools to improve your workflow and enhance the quality of your reports based on the data.

In this tutorial, we will provide you with step-by-step guidance on creating a PDF report based on Excel or CSV data. Our priority is to equip you with the knowledge and skills to easily generate sales reports. To achieve this, we will show you how to effectively utilize ChatGPT and PDF.co, along with the powerful automation capabilities of Make, to incorporate the relevant text into your reports.

1. Create a New Scenario
2. Add Google Drive Module
3. Setup Google Drive Configuration
4. Google Drive Result
5. Add PDF.co Module
6. Setup PDF.co Configuration
7. Run PDF.co Result
8. Generated PDF Output
9. Add OpenAI Module
10. Setup OpenAI Configuration
11. Generated Sales Report
12. Add Another PDF.co Module
13. Configure PDF.co Settings
14. Run Scenario Result
15. PDF Sales Report Output
16. Add Gmail Module
17. Setup Gmail Configuration
18. Gmail Send Email Result

We will use this sample Excel dataset and utilize the provided Excel data to generate a PDF document. We will then apply the information from the PDF to create a comprehensive sales report. Let’s get started!

Step 1: Create a New Scenario

• Let’s begin by logging into your Make account and creating a new scenario.

Step 2: Add Google Drive Module

• Next, locate and select the Google Drive app from the available options. You can also choose from different cloud storage services to access the Excel file.
• Then, choose the Download a File option to retrieve the Excel file stored in your Google Drive.

Step 3: Setup Google Drive Configuration

Let’s begin configuring the Google Drive settings.

• First, establish the connection between your Google Drive account and Make by linking them. This authorization will allow Make to access your Google Drive account.
• Next, select the Select from the list option to view the available folders within your Google Drive.
• Then, choose My Drive as the designated drive to be used.
• Finally, specify the Folder and File name where the Excel file is stored.

After setting up the configuration, run the scenario to retrieve the file from your Google Drive.

Step 4: Google Drive Result

• Great! The scenario was executed successfully and retrieved the Excel file from Google Drive. Now, let’s proceed to the next step and convert the Excel file to PDF.

Step 5: Add PDF.co Module

• For this step, we will incorporate the PDF.co app and select the Convert into PDF option to generate a PDF from the Excel file.

Setup PDF.co Configuration

Let’s proceed with configuring the PDF.co settings.

• First, establish the connection between your PDF.co account and Make by adding the API Key. You can obtain the API Key from your PDF.co dashboard or by signing up through this link.
• Next, select the Upload a File option to automatically load the file from your Google Drive.
• Then, choose the Spreadsheet to PDF option to convert the Excel spreadsheet into PDF format.

Once the PDF.co configuration is set up, proceed to execute the scenario and convert the Excel file to PDF format.

Step 7: Run PDF.co Result

• Excellent! The scenario was executed successfully and generated a temporary URL. Copy the URL and paste it into your browser to view the resulting output.

Step 8: Generated PDF Output

• Here is the PDF that has been generated from the Excel file.

After reviewing the output file, copy the data from the PDF and proceed to add another module that will enable us to generate a sales report based on this data.

Step 9: Add OpenAI Module

• For this step, we will integrate the OpenAI app and select the Create a Completion option to generate a response using the OpenAI language model.

Step 10: Setup OpenAI Configuration

Let’s proceed with configuring the OpenAI settings.

• First, establish the connection between your OpenAI account and Make to enable access.
• Next, select the Create a Chat Completion method.
• Choose the gpt-3.5-turbo as the language model.
• In the Role field, select Assistant to facilitate a conversational experience and provide user assistance with generating human-like text responses.
• For the Message Content field, input the command to generate a sales report along with the PDF data.

Once the OpenAI configuration is set up, execute the scenario to generate a sales report using the PDF data.

Step 11: Generated Sales Report

• Awesome! The OpenAI module has successfully generated the sales report from the PDF data. Now, let’s proceed to add another module that will insert the generated sales report into the converted PDF file from the Excel data.

Add Another PDF.co Module

• For this step, we will integrate the PDF.co app and select the Add Text and Image to a PDF option to insert the generated sales report into the converted PDF document.

Step 13: Configure PDF.co Settings

Let’s proceed with configuring the PDF.co settings.

• First, select the Upload a File option to utilize the output file from the PDF.co Convert into PDF step.
• Under the Parameters field, for Item 1, input the x and y coordinates where you want to insert the sales report. You can easily get the coordinates of the PDF document using the PDF.co Edit Add Helper tool.
• In the Text field, enter the content of the generated sales report.
• Specify the desired values for Font size, Font name, and Font color.
• Enter the width and height values for the sales report.
• Select the desired alignment for the placement of the sales report.
• For Item 2, repeat the same process as Item 1 if you wish to add additional text to the PDF document. This step is optional and depends on the text you want to include.

Once the PDF.co configuration is set up, execute the scenario to insert the generated sales report into the PDF document.

Step 14: Run Scenario Result

• Fantastic! The scenario runs successfully and inserted the sales report into the PDF document. Copy the URL and paste it into your browser to view the output.

Step 15: PDF Sales Report Output

• Here is the PDF document with the successfully added sales report generated from ChatGPT. Now, let’s proceed to add another module that will enable us to send this sales report as an attachment in an email.

Step 16: Add Gmail Module

• For this step, we will incorporate another module and select the Gmail app. Then, we will choose the Send an email option to send the PDF sales report as an attachment.

Step 17: Setup Gmail Configuration

Let’s proceed with configuring the Gmail settings.

• First, establish the connection between your Gmail account and Make to enable access.
• Next, click on the advanced settings and enter your email address in the From field.
• Then, enter the recipient’s email address in the To field.
• Specify the subject and content of your email.
• Finally, select the PDF.co Add Text and Images to a PDF module to automatically attach the output file.

Once the Gmail configuration is set up, execute the scenario to send the PDF sales report as an attachment to the specified email address.

Step 18: Gmail Send Email Result

• Congratulations on successfully sending the PDF sales report as an attachment to the specified email address!

In this tutorial, you gained valuable insights into the process of generating PDF Sales Reports from Excel/CSV Data using ChatGPT, PDF.co, and Make. You learned how to extract data from Excel/CSV files, convert them into PDF format, and integrate ChatGPT to generate insightful sales reports. Additionally, you discovered how to use the PDF.co Add Text and Images to the PDF feature to easily insert the sales report into the PDF document.