How to Build an AI Agent to Auto-Review Contracts in Google Drive Using Pabbly Connect

Learn how to create an AI agent to auto-review contracts in Google Drive using Pabbly Connect. Step-by-step tutorial with detailed instructions. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Contract Review Automation

To build an AI agent for auto-reviewing contracts in Google Drive, start by accessing Pabbly Connect. Go to the Pabbly website and sign in or create a new account if you are a first-time user. This platform will facilitate the integration between Google Drive and the AI functionalities.

Once signed in, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button located in the top right corner. You will need to name your workflow, such as ‘AI Agent Auto Review Contracts in Google Drive’ to keep things organized.

2. Setting Up the Trigger in Pabbly Connect

For this automation, you need to set up a trigger that activates when a new file is uploaded to a specific folder in Google Drive. In Pabbly Connect, select Google Drive as your trigger application. Choose the trigger event as ‘New File in a Specific Folder’ to capture uploads effectively. using Pabbly Connect

• Select the folder where contracts will be uploaded.
• Allow Pabbly Connect to access your Google Drive account.

After configuring the trigger, you can test it to ensure that it captures the new file uploads correctly. This step is crucial for the automation to work seamlessly with the AI agent.

3. Connecting OpenAI with Pabbly Connect

Next, you need to connect OpenAI to Pabbly Connect to enable the AI functionalities for reviewing contracts. In the action step, select OpenAI as your application. Choose the action event as ‘Extract Content from PDF’ to analyze the uploaded contract.

To establish this connection, you will need an API key from your OpenAI account. Generate a new API key in OpenAI and paste it into Pabbly Connect. This allows seamless communication between the AI and your workflow.

4. Creating a Google Document for the Review

After extracting the content from the contract, the next step is to create a Google Document to store the review results. In Pabbly Connect, select Google Docs as your action application. Choose the action event as ‘Create a Blank Document’ to initiate a new document. using Pabbly Connect

• Map the document name to reflect the contract being reviewed.
• Ensure that the document is created in the appropriate folder.

This document will serve as a repository for the review generated by the AI agent, ensuring that all reviews are organized and easily accessible.

5. Appending the AI Review to Google Docs

The final step in this automation process is to append the AI-generated review to the newly created Google Document. In Pabbly Connect, add another action step and select Google Docs again, this time choosing the action event ‘Append a Paragraph to a Document’. using Pabbly Connect

Map the relevant fields to insert the AI review content into the Google Document. This way, after the review is generated, it will automatically populate in the document, making it easy for you to access and edit as needed.

Conclusion

By following these steps, you can successfully build an AI agent to auto-review contracts in Google Drive using Pabbly Connect. This integration streamlines the review process, saving you time and improving accuracy.