How to Summarize Real Estate Agreements Using Pabbly Connect and AI

Learn how to summarize real estate agreements using Pabbly Connect, Google Drive, and OpenAI. This step-by-step guide walks you through the integration process. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To summarize real estate agreements using Pabbly Connect, start by accessing the platform. Open your browser and navigate to Pabbly Connect’s landing page by searching for ‘Pabbly Connect’. Here, you will find options to sign in or sign up. using Pabbly Connect

If you are new to Pabbly Connect, click on the ‘Sign Up Free’ button to create your account. Existing users can simply sign in. Once logged in, you will reach the dashboard where you can create your first workflow.

2. Creating the AI Agent Workflow in Pabbly Connect

In Pabbly Connect, create a new workflow for summarizing real estate documents. Click on the ‘Create Workflow’ button and name it, such as ‘AI Agent for Real Estate Document Summary’. After naming it, select the appropriate folder in your Pabbly Connect account and click on ‘Create’. using Pabbly Connect

• Name your workflow appropriately to reflect its function.
• Select the correct folder for your workflow.

Once created, the workflow will display a trigger window and an action window. The trigger is where you define what initiates the workflow, while the action is what happens as a result. In this case, the trigger will be the new files added to Google Drive.

3. Connecting Google Drive to Pabbly Connect

To set up Google Drive as the trigger in Pabbly Connect, select Google Drive from the app options. Choose the trigger event as ‘New File in Specific Folder’. Then, click on ‘Connect’ and select ‘Add New Connection’ to link your Google Drive account to Pabbly Connect. using Pabbly Connect

After signing in with Google, select the folder where your real estate agreements are stored. Ensure that this folder is set to allow access for the AI agent to fetch the documents. You will need to change the share permissions to allow anyone with the link to access the files.

• Select the Google Drive account you want to connect.
• Choose the specific folder containing your agreements.

Once the folder is selected, click on ‘Save and Send Test Request’ to confirm that Pabbly Connect can access the new files in your Google Drive.

4. Sending Document to OpenAI for Summarization

After successfully connecting Google Drive, the next step is to send the document to OpenAI for summarization. In the action window of your workflow, search for OpenAI and select it. Choose the action event as ‘Extract Content from PDF/Image’ and connect your OpenAI account by entering the API key. using Pabbly Connect

To obtain the API key, log into your OpenAI account, navigate to the API keys section, and create a new secret key. Once the key is generated, copy it and paste it into Pabbly Connect. Choose the model you want to use for summarization, such as GPT-4 Mini, and map the PDF URL from the previous step into the action step.

Use the API key from your OpenAI account to connect. Map the PDF URL to ensure OpenAI accesses the correct document.

After setting up the prompt for summarization, click on ‘Save and Send Test Request’ to receive the summary from OpenAI.

5. Adding Summarized Data to Google Sheets

With the summary received from OpenAI, the final step is to add this data into a Google Sheet for record-keeping. In the action window, search for Google Sheets and select it. Choose the action event as ‘Add New Row’ and connect your Google Sheets account. using Pabbly Connect

Select the spreadsheet where you want to store the summaries. Map the fields for file name, file URL, and summary to ensure all relevant information is captured correctly in the Google Sheet. Click on ‘Save and Send Test Request’ to finalize the addition of the summarized data.

Ensure to map the file name and URL from the Google Drive trigger. Map the summary received from OpenAI to the appropriate field in Google Sheets.

After completing these steps, you will see a new row added to your Google Sheet containing the summarized data from your real estate agreements.

Conclusion

Using Pabbly Connect, you can efficiently summarize real estate agreements by integrating Google Drive and OpenAI. This process automates the extraction and summarization of important contract details, streamlining your workflow significantly.