Automate Corporate Bylaws Data Extraction with Pabbly Connect

Learn how to automate the extraction of corporate bylaws data from PDFs to Google Sheets using Pabbly Connect and AI. Step-by-step tutorial included. 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. Accessing Pabbly Connect for Automation

To start automating the extraction of corporate bylaws data from PDFs to Google Sheets, first access Pabbly Connect. Open a new tab in your browser and type in the URL Pabbly.com/connect. This will direct you to the landing page of Pabbly Connect.

If you’re a new user, click on the ‘Sign Up for Free’ button to create an account. Existing users can simply click on ‘Sign In’ to log into their account. Once logged in, you will have access to various automation tools offered by Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, you will see the dashboard. Click on the ‘Create Workflow’ button located on the right-hand side. A dialog box will prompt you to name your workflow. Enter a descriptive name like ‘Extract Corporate Bylaws Data from PDFs to Google Sheets’.

Next, select a folder where you want to save this workflow. For example, you can choose an AI-related folder. Click on ‘Create’ to finalize your workflow setup. Now, you will see two important sections: Trigger and Action, which are essential for automation.

• Trigger: Defines the event that starts the workflow.
• Action: Defines what happens once the trigger event occurs.

Understanding these components is crucial for setting up your automation effectively using Pabbly Connect.

3. Setting Up Google Drive as the Trigger

In this step, select Google Drive as your trigger application in Pabbly Connect. The trigger event you want to choose is ‘New File in Specific Folder’. This means that every time a new PDF is uploaded to a designated folder in Google Drive, it will trigger the workflow.

Next, you will need to connect your Google Drive account to Pabbly Connect. Click on ‘Connect’ and choose ‘Add New Connection’. Sign in with your Google account and grant the necessary permissions. Once connected, select the folder where corporate bylaws PDFs will be uploaded.

4. Extracting Data Using OpenAI

Now that you have set up Google Drive as the trigger, the next action involves using OpenAI to extract data from the uploaded PDFs. In Pabbly Connect, select OpenAI as your action application and choose the action event ‘Extract Content from PDF’. This allows you to pull necessary details from the PDF documents.

To establish the connection, you will need to log into your OpenAI account and provide the API key if necessary. Once connected, you’ll specify the model you want to use, such as GPT-4 Mini, and provide the URL of the PDF file from Google Drive.

• Map the PDF URL from the previous step to ensure dynamic data extraction.
• Set up a prompt to instruct OpenAI on what specific data to extract.

By using Pabbly Connect, this integration streamlines the data extraction process, allowing for efficient data handling.

5. Storing Extracted Data in Google Sheets

The final step involves storing the extracted data into Google Sheets. In Pabbly Connect, select Google Sheets as your action application and choose the action event ‘Add New Row’. This will enable you to systematically record the extracted data into separate columns.

Connect your Google Sheets account to Pabbly Connect and select the appropriate spreadsheet and sheet where you want to store the data. Map the extracted fields from OpenAI to the corresponding columns in your Google Sheets.

Once all fields are mapped correctly, click on ‘Save and Send Test Request’ to ensure that the data is being recorded accurately. This integration allows you to automate the recording of corporate bylaws data seamlessly.

Conclusion

In conclusion, using Pabbly Connect to automate the extraction of corporate bylaws data from PDFs to Google Sheets significantly enhances efficiency. By following the outlined steps, you can streamline your workflow and save valuable time.