How to Auto-Fill NDAs Using AI Agent with Pabbly Connect

Learn to automate NDA filling using Pabbly Connect and Google Forms. This step-by-step guide covers integration with OpenAI and Google Docs. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for NDA Automation

To start the automation process for filling NDAs, we need to set up Pabbly Connect. First, visit the Pabbly Connect website by entering pabby.com/connect in your browser. Once there, sign in to your Pabbly account by clicking on the sign-in option at the top right corner.

After signing in, you’ll be directed to the Pabbly Connect dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow ‘How to Auto-Fill NDAs Using AI Agent’ and select a folder to save it. This workflow will connect Google Forms, OpenAI, and Google Docs through Pabbly Connect.

2. Integrating Google Forms with Pabbly Connect

The next step is to integrate Google Forms with Pabbly Connect. Select Google Forms as the trigger application and choose the event ‘New Response Received’. This means that whenever a new form is submitted, it will trigger the automation.

• Select Google Forms as the trigger application.
• Choose ‘New Response Received’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

After copying the webhook URL, go to your Google Form, click on the settings, and navigate to the responses tab. Ensure that the last field is marked as required. Then, open the Google Sheets linked to the form to view the responses. This integration ensures that every time a form is submitted, the data is sent to Pabbly Connect.

3. Connecting OpenAI as the AI Agent

Now, we will connect OpenAI to Pabbly Connect to utilize its AI capabilities for generating NDAs. Select OpenAI as the action application and choose ‘Chat GPT’ as the action event. If you do not have an existing connection, create a new one by entering your OpenAI API key.

Once connected, you will need to specify the AI model and input a prompt. For example, enter a prompt like ‘Fill this NDA template with the following details’ followed by the details you want the NDA to include. Make sure to map these details dynamically from the Google Forms responses to keep the data updated.

4. Creating Google Docs for the NDA

After generating the NDA text using OpenAI, the next step is to create a Google Doc using Pabbly Connect. Select Google Docs as the action application and choose ‘Create Document from Template’. Connect your Google account to allow Pabbly Connect to create documents on your behalf.

In this step, select the NDA template you created earlier in Google Docs, and fill in the document name with the client’s name. Specify the document location in your Google Drive where you want the NDA to be saved. Finally, use the response received from OpenAI to populate the document content.

5. Testing and Activating the Workflow

Before finalizing, it’s crucial to test the entire workflow in Pabbly Connect. Submit a dummy response in your Google Form to ensure that the data flows correctly through the automation. Check Google Sheets to confirm that the response is recorded, and verify that the NDA is generated in Google Docs.

If everything works as expected, activate your workflow. With this setup, every time a new client fills out the form, their NDA will be automatically generated and saved as a PDF in your Google Drive, streamlining your process significantly.

Conclusion

In this tutorial, we explored how to automate the process of filling NDAs using Pabbly Connect, Google Forms, OpenAI, and Google Docs. By following these steps, you can save time and ensure accuracy in your NDA generation process.