Learn how to create an AI agent to auto-summarize court filings using Pabbly Connect with Google Drive and Google Docs. Follow this step-by-step guide for seamless integration.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Auto-Summarizing Court Filings

To build an AI agent that auto-summarizes court filings, we will first set up Pabbly Connect. Begin by visiting the Pabbly Connect website at www.Pabbly.com/connect. Here, you can either sign in if you are an existing user or sign up for free to access 100 free tasks every month.

Once signed in, you will be directed to the Pabbly Connect dashboard. Click on the ‘Create Workflow’ button located in the top right corner. Name your workflow ‘AI Agent to Auto-Summarize Court Filings’ and select the appropriate folder for saving this workflow. After that, click the ‘Create’ button to proceed.

2. Trigger Setup in Pabbly Connect Using Google Drive

In this section, we will set up the trigger in Pabbly Connect to monitor new files in Google Drive. Select Google Drive as your trigger application. The trigger event will be set to ‘New File in Specific Folder’. This means that every time a new case file is uploaded to Google Drive, Pabbly Connect will capture this event.

  • Choose the Google Drive account where your case files are stored.
  • Authorize Pabbly Connect to access your Google Drive.
  • Select the folder named ‘Client Case Files’ where the case files will be uploaded.

After setting up the trigger, save and send a test request to ensure the integration works correctly. This will confirm that Pabbly Connect is successfully monitoring the specified folder for new uploads.

3. Integrating AI Agent Using OpenAI with Pabbly Connect

Next, we will integrate the AI agent using OpenAI through Pabbly Connect. For this action, select OpenAI as your action application and set the action event to ‘Extract Content from PDF/Image’. This action will allow the AI agent to summarize the content of the uploaded court filings.

To connect OpenAI, you will need to provide an API token. You can generate this token from your OpenAI account. Once you have the token, paste it into Pabbly Connect to establish the connection. After connecting, choose the AI model you wish to use, such as GPT-4.

  • Map the file URL from the previous step to allow OpenAI to access the uploaded document.
  • Enter a prompt that instructs the AI to summarize the document effectively.
  • Test the request to ensure that the AI generates the summary correctly.

Upon successful testing, the AI agent will be able to extract key details from the court filing and provide a concise summary.

4. Creating Summary Documents in Google Docs via Pabbly Connect

After generating the summary, the next step is to document it using Google Docs through Pabbly Connect. For this action, choose Google Docs as your application and set the action event to ‘Create Document from Template’. This will allow you to use a pre-created template for your summary.

Select the Google Docs template named ‘Code Filing Summary Template’ that you have prepared earlier. Map the summary content generated by the AI agent into the designated variable within the template. This ensures that the summary is properly formatted and documented.

Name the new document appropriately, such as ‘Summary of [File Name]’. Specify the location in Google Drive where the summary document should be saved. Test the request to ensure the document is created successfully.

Once the document is created, you can access it in Google Drive, and it will contain the summary of the court filing as generated by your AI agent.

5. Conclusion: Efficiently Summarizing Court Filings with Pabbly Connect

In this tutorial, we demonstrated how to build an AI agent to auto-summarize court filings using Pabbly Connect. By integrating Google Drive, OpenAI, and Google Docs, you can streamline the process of managing legal documents efficiently.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

This integration not only saves time but also enhances productivity by allowing legal professionals to focus on more critical tasks while the AI agent handles summarization. With Pabbly Connect, automating such workflows becomes a seamless experience.

Utilizing Pabbly Connect for this automation ensures that your court filings are summarized accurately and documented properly, making it an invaluable tool for legal consultancy firms.