How to Build an AI Agent to Auto-Summarize Litigation Notes Using Pabbly Connect

Learn how to create an AI agent that auto-summarizes litigation notes using Pabbly Connect, Google Drive, and Google Docs in this detailed tutorial. 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 Your AI Agent

To start building your AI agent to auto-summarize litigation notes, first access Pabbly Connect. Go to the official website by entering www.Pabbly.com/connect in your browser. This will take you to the Pabbly Connect landing page.

Here, you will find options to sign in or sign up for free. If you are a new user, you can create a free account that allows 100 tasks each month. After signing in, you will be directed to the Pabbly apps page where you can select Pabbly Connect by clicking the ‘Access Now’ button.

2. Creating a Workflow in Pabbly Connect

Once you have accessed Pabbly Connect, the next step is to create a new workflow. Click the ‘Create Workflow’ button located at the top right corner of the dashboard. A dialog box will appear asking for the workflow name and folder selection.

• Name your workflow as ‘AI Agent to Auto Summarize Litigation Notes’.
• Select a folder to save your workflow, such as the ‘AI Agents’ folder.

After entering the details, click the ‘Create’ button. You will now see two windows labeled ‘Trigger’ and ‘Action’, which are essential for setting up your automation process. The trigger indicates when an event happens, while the action signifies what should be done in response.

3. Setting Up the Trigger with Google Drive

The first step in your workflow is to set up the trigger. Select Pabbly Connect as the trigger application and choose ‘Google Drive’ as the application for the trigger event. You will want to select ‘New File in Specific Folder’ as the trigger event.

Click the ‘Connect’ button to establish a connection between Pabbly Connect and Google Drive. You will need to authorize Pabbly Connect to access your Google Drive account by clicking the ‘Sign in with Google’ button. Choose the account associated with the folder where you will upload your litigation notes.

4. Extracting Content Using OpenAI

After setting up the trigger, you will now set up the action step. For the action application, select Pabbly Connect and choose ‘OpenAI’ to extract content from the uploaded litigation notes. The action event will be ‘Extract Content from PDF/Image’.

Click the ‘Connect’ button and create a new connection by providing the API token from your OpenAI account. This token is essential for linking OpenAI with Pabbly Connect. Once connected, select the AI model you wish to use, such as GPT-4 Mini.

• Map the PDF URL from the previous step to allow the AI to access the uploaded document.
• Write a prompt specifying what information you want summarized from the litigation notes.

After entering the necessary information, click on the ‘Save and Send Test Request’ button to generate the summary.

5. Creating the Summary Document in Google Docs

Once the summary is generated, the next step is to create a document using Google Docs. Select Pabbly Connect as the action application again and choose ‘Google Docs’. The action event will be ‘Create Document from Template’.

For this step, you will need to select the template document you previously created in Google Docs, which is named ‘Litigation Note Summary Template’. You will also provide a name for the new document, typically matching the name of the original litigation notes file.

Specify the location in Google Drive where the summary document will be saved. Map the summary generated by OpenAI to the variable in your template.

After completing these steps, click the ‘Save and Send Test Request’ button. Your summary document will now be created in Google Docs.

Conclusion

In this tutorial, we explored how to build an AI agent using Pabbly Connect to auto-summarize litigation notes. By integrating Google Drive and Google Docs with OpenAI, you can streamline the documentation process in your law firm efficiently. Start automating your workflows with Pabbly Connect today!