How to Use AI Agents for Automatic Legal Document Summarization with Pabbly

Learn how to automate legal document summarization using Pabbly Connect, integrating Google Drive and OpenAI for efficient workflows. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Document Summarization

To begin using Pabbly Connect for automatic legal document summarization, first, navigate to the Pabbly Connect homepage. You can access it by typing ‘Pabbly.com/connect’ in your browser. Here, you will find options to either sign in or sign up for free.

If you are a new user, click on the ‘Sign Up Free’ button to create an account and receive 100 free tasks each month. For existing users, simply choose ‘Sign In’ to proceed. Once logged in, you will see the dashboard where you can start integrating your applications.

2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, the next step is to create a workflow that automates the summarization of legal documents. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard.

• Name your workflow as ‘Use AI Agents for Automatic Legal Document Summarization’.
• Select a folder to save your workflow, such as ‘Automations’.
• Click on the ‘Create’ button to finalize your workflow setup.

With your workflow created, you can now begin to set up triggers and actions to automate the document summarization process.

3. Setting Up Google Drive Trigger in Pabbly Connect

In this step, you will set up Google Drive as the trigger application within Pabbly Connect. This means that whenever a new document is uploaded to a specific folder in Google Drive, it will trigger the summarization process.

Select Google Drive as your trigger application and choose the trigger event as ‘New File in a Specific Folder’. This will ensure that the workflow activates when a new legal document is added to your designated folder.

• Connect your Google Drive account by clicking on ‘Connect’ and then selecting ‘Add New Connection’.
• Choose your Google account and allow access to Pabbly Connect.
• Select the folder where your legal documents are stored.

After setting up the trigger, make sure to test it by uploading a sample document into your Google Drive folder.

4. Integrating OpenAI for Document Summarization

Now that your Google Drive trigger is set, the next step is to integrate OpenAI with Pabbly Connect to automatically summarize the uploaded legal documents. In the action step, select OpenAI as your action application.

Choose the action event as ‘Extract Content from PDF or Image’. This action will allow OpenAI to read the document and generate a summary. Connect your OpenAI account by clicking on ‘Connect’ and selecting ‘Add New Connection’.

Enter your OpenAI API token, which you can generate from your OpenAI account. Select the appropriate OpenAI model, such as GPT-4. Map the PDF URL from the previous step to allow OpenAI to access the document.

Once you have configured these settings, run a test to ensure OpenAI successfully generates a summary of the document.

5. Sending the Summary to Gmail

The final step in this automation process is to send the generated summary to your Gmail account using Pabbly Connect. In the action step, select Gmail as your action application and choose the action event ‘Send Email’.

Connect your Gmail account by clicking on ‘Connect’ and selecting ‘Add New Connection’. After connecting, fill in the required fields such as the recipient’s email address, subject, and body content of the email.

Enter your firm’s email address as the recipient. Map the summary generated by OpenAI in the email content field. Click ‘Save and Send Test Request’ to send the email.

Check your Gmail account to verify that you have received the summary email successfully. This completes the automation setup using Pabbly Connect.

Conclusion

In this tutorial, we explored how to use Pabbly Connect for automatic legal document summarization by integrating Google Drive and OpenAI. This process not only saves time but also enhances productivity by providing quick summaries of legal documents directly to your email.

By following these steps, you can streamline your workflow and focus more on critical legal tasks rather than manual document reviews. Start automating your document summarization today!