How to Build an AI Agent to Auto-Summarize Google Drive Legal Contracts Using Pabbly Connect

Learn how to automate the summarization of legal contracts in Google Drive using Pabbly Connect. Step-by-step guide to integrate Google Drive, OpenAI, and Google Sheets.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating the summarization of legal contracts, first access Pabbly Connect. This platform allows you to integrate various applications seamlessly. Begin by visiting the Pabbly Connect website and signing in or creating a new account.

Once logged in, you will see the dashboard where you can create workflows. Click on the ‘Create Workflow’ button to begin setting up your integration. This is where you will define the connection between Google Drive, OpenAI, and Google Sheets using Pabbly Connect.

2. Creating the Workflow in Pabbly Connect

Now, let’s create a new workflow for summarizing legal contracts. In Pabbly Connect, click on the ‘Create Workflow’ button. Name your workflow something descriptive like ‘AI Agent for Summarizing Google Drive Legal Contracts’ and select the folder for organization.

• Choose Google Drive as the trigger application.
• Set the trigger event to ‘New File in Folder’.
• Connect your Google Drive account to Pabbly Connect.
• Select the specific folder where the legal contracts will be uploaded.

Once you have set the trigger, click on ‘Save and Send Test Request’ to ensure the connection is successful. This step is crucial as it sets up the initial link between Google Drive and Pabbly Connect.

3. Integrating OpenAI for Summarization

Next, integrate OpenAI to handle the summarization of the legal contracts. In your workflow, add an action step by selecting OpenAI as the action application. This is where Pabbly Connect shines by allowing you to automate the processing of data.

Choose the action event ‘Extract Content from PDF’. You will need to connect your OpenAI account and provide the necessary API token. After setting this up, specify the prompt for summarization. For example, you might write, ‘Summarize the following legal contract carefully and generate a structured summary based on key fields.’

• Map the PDF URL from Google Drive to the OpenAI action.
• Set the output format to JSON for structured data.

After completing these steps, save your settings and test the OpenAI integration to ensure it processes the data correctly. This is a vital step in ensuring that your automated workflow functions as intended.

4. Adding Google Sheets to Store Summaries

Now that you have the summarization set up with OpenAI, it’s time to store the summarized data in Google Sheets. In Pabbly Connect, add another action step and select Google Sheets as the application.

Choose the action event ‘Add New Row’. Connect your Google Sheets account and select the spreadsheet where you want to save the summaries. Map the fields from the OpenAI response to the respective columns in your Google Sheets. This ensures that every time a new contract is summarized, the details are automatically added to your sheet.

Map the employee name, position, and other relevant fields from the OpenAI output. Ensure all necessary fields are included for a complete summary.

After mapping the fields, click on ‘Save and Send Test Request’ to confirm that the data is correctly sent to Google Sheets. This step finalizes the integration, allowing you to automate the entire process of summarizing legal contracts.

5. Conclusion: Automate Your Legal Contract Summarization

In conclusion, using Pabbly Connect to automate the summarization of legal contracts in Google Drive is a straightforward process. By integrating Google Drive, OpenAI, and Google Sheets, you create a seamless workflow that saves time and enhances productivity.

With the steps outlined in this tutorial, you can easily set up your own AI agent to auto-summarize contracts, ensuring that all necessary details are captured and stored efficiently. Embrace the power of automation with Pabbly Connect and streamline your legal processes today.