How to Build an AI Agent to Auto-Summarize Google Drive Deposition Notes Using Pabbly Connect

Learn how to use Pabbly Connect to build an AI agent that auto-summarizes deposition notes from Google Drive into Google Sheets. Step-by-step tutorial included. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To begin using Pabbly Connect for auto-summarizing deposition notes, first, access the platform by visiting Pabbly Connect at Pabbly.com/connect. Here, you will see options to sign in or sign up for free, allowing new users to explore the application with 100 free tasks each month.

Once signed in, you will be directed to your dashboard. From there, click on the ‘Create Workflow’ button to initiate the automation process. You will need to name your workflow and select a folder to save it in. For this tutorial, we will name it ‘AI Agent to Auto Summarize Google Drive Deposition Notes’ and save it in the automation folder.

2. Setting Up the Trigger with Google Drive

In this section, we will set up the trigger that will initiate the summarization process. Select Google Drive as your trigger application in Pabbly Connect. For the trigger event, choose ‘New File in a Specific Folder.’ This setup allows the automation to respond whenever a new deposition note is added to the selected folder.

• Select Google Drive as the trigger application.
• Choose the event ‘New File in a Specific Folder.’
• Connect your Google Drive account by clicking on ‘Connect’ and following the prompts.

After connecting, ensure that the folder containing your deposition notes is set to be sharable. This is crucial as the AI agent needs access to read the documents. Once the folder is selected, click on ‘Save and Send Test Request’ to confirm the connection. Pabbly Connect will check for new files every ten minutes, ensuring timely summarization.

3. Integrating the AI Agent with OpenAI

Next, we will integrate the AI agent using OpenAI to auto-summarize the deposition notes. In Pabbly Connect, select OpenAI as the action application and choose the action event ‘Extract Content from PDF/Image.’ This will allow the AI agent to process the files uploaded to Google Drive.

To connect with OpenAI, you will need to enter your API key. If you haven’t created one, navigate to the OpenAI API key page and generate a new secret key. After copying the key, paste it into the appropriate field in Pabbly Connect. Then, select the OpenAI model you want to use, such as GPT-4 Mini.

• Enter the PDF URL, which will be mapped from the Google Drive trigger.
• Input the prompt: ‘Extract the details from the given document.’
• Define the structured output using the JSON schema generated from the OpenAI tool.

Once all fields are filled, click on ‘Save and Send Test Request’ to ensure the AI agent successfully extracts the necessary details from your deposition notes.

4. Adding Summarized Data to Google Sheets

After the AI agent has processed the deposition notes, the next step is to add the summarized details to Google Sheets. In Pabbly Connect, select Google Sheets as the action application and choose the action event ‘Add a New Row.’ This will allow you to input the extracted data into your designated spreadsheet.

Connect your Google Sheets account by signing in and granting the necessary permissions. Then, select the spreadsheet where the summaries will be stored and specify the sheet within that spreadsheet. You can now map the extracted details from the AI agent to the corresponding columns in your Google Sheets.

Map the case title, deponent name, and other details extracted by the AI agent. Click on ‘Save and Send Request’ to add the data into the spreadsheet.

Once completed, you will see the summarized details appear in your Google Sheets, confirming that the automation has successfully captured and stored the information.

5. Conclusion: Streamlining Your Workflow with Pabbly Connect

In conclusion, using Pabbly Connect to build an AI agent for auto-summarizing deposition notes can significantly enhance your productivity. By integrating Google Drive, OpenAI, and Google Sheets, you can automate the summarization process, saving time and reducing errors.

With the steps outlined in this tutorial, you can easily set up your own automation workflow. This integration not only simplifies the management of legal documents but also ensures that you have concise summaries readily available for review.

Try implementing this automation in your own business to experience the benefits of streamlined workflows and enhanced efficiency. Pabbly Connect makes it easy to connect various applications and automate repetitive tasks, allowing you to focus on what truly matters.