Build an AI Agent to Extract Data from Legal Documents Using Pabbly Connect

Learn how to build an AI agent to extract data from legal documents using Pabbly Connect. Follow our step-by-step tutorial for seamless integration with Google Drive and Sheets.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect to Create Your AI Agent

To build an AI agent that extracts data from legal documents, the first step is accessing Pabbly Connect. Start by visiting the Pabbly Connect website and log in to your account. If you are a new user, you can sign up for free and get 100 free tasks every month.

Once logged in, you will see the dashboard where various Pabbly products are listed. Click on the Pabbly Connect access button to enter the automation dashboard. This is where you will create a workflow that will enable the AI agent to process legal documents efficiently.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a workflow. Click on the top right corner button labeled ‘Create Workflow’. A dialog box will appear, prompting you to name your workflow and select a folder for it.

• Name your workflow as ‘AI Agent to Extract Data from Legal Documents’.
• Select the appropriate folder from the dropdown menu where you want to save this workflow.

Once you have named your workflow and selected the folder, click on the ‘Create’ button. This will set up the initial structure of your workflow within Pabbly Connect.

3. Setting Up Trigger and Action Steps

In Pabbly Connect, the automation process relies on triggers and actions. Start by configuring the trigger application. Click on the trigger window and select ‘Google Drive’ as your trigger app. The trigger event will be ‘New File in Specific Folder’, which captures when a rental agreement is uploaded.

Next, click on the connect button to authenticate your Google Drive account. Select the account where your rental agreements are stored and grant the necessary permissions. After authorization, choose the specific folder named ‘Rental Agreements’ where you will upload the documents.

4. Extracting Data Using the AI Agent

With the trigger set up, it’s time to configure the action step that utilizes the AI agent. Choose ‘OpenAI’ as the action application and select the event ‘Extract Content from PDF or Image’. Click on the connect button and enter your OpenAI API token to establish a connection with Pabbly Connect.

In the action setup, map the PDF URL from the previous trigger step. This allows the AI agent to access the uploaded rental agreement. Specify the prompt for data extraction, detailing the exact information you want, such as the landlord’s name and tenant’s details. This structured output will ensure accurate data retrieval.

5. Storing Extracted Data in Google Sheets

The final step involves storing the extracted data in Google Sheets. Add another action step, selecting ‘Google Sheets’ as the application and ‘Add New Row’ as the action event. Connect to your Google Sheets account and select the spreadsheet where you want to save the extracted data. using Pabbly Connect

Map the data fields from the AI agent’s response to the corresponding columns in your Google Sheets. This includes landlord name, tenant name, rental amount, and other relevant details. Click on the ‘Save and Send Test Request’ button to verify that the integration works correctly, ensuring that the data is accurately recorded in your spreadsheet.

Conclusion

In this tutorial, we demonstrated how to build an AI agent using Pabbly Connect to extract data from legal documents efficiently. By integrating Google Drive and Google Sheets, you can automate the data extraction process, saving time and ensuring accuracy in your records.