How to Use Pabbly Connect for Fast Contract Clause Extraction and Review Automation

Learn how to use Pabbly Connect for fast contract clause extraction and review automation with Google Drive, AI Agent, and Google Sheets in this detailed tutorial.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start using Pabbly Connect for fast contract clause extraction and review automation, first open your browser and visit Pabbly Connect by searching for ‘Pabbly.com/connect’. This will take you to the Pabbly Connect landing page.

On the landing page, you will see options to ‘Sign In’ or ‘Sign Up for Free.’ If you are a new user, click on ‘Sign Up for Free’ to create an account. Existing users should click on ‘Sign In’ to access their dashboard. Once logged in, click on ‘Access Now’ under Pabbly Connect to proceed.

2. Creating a New Workflow in Pabbly Connect

After accessing Pabbly Connect, you will be directed to your dashboard. To create a new workflow, click on the blue button that says ‘Create Workflow.’ You will be prompted to enter a name for your workflow and choose a folder to save it in.

• Name your workflow as ‘AI Agent for Contract Clause Extraction and Review Automation’.
• Select the folder named ‘Automations’ or create a new folder if needed.

Once you’ve named your workflow and selected the folder, click on the ‘Create’ button to open the workflow window. This window is crucial as it allows you to set the trigger and action for your automation.

3. Setting Up the Trigger with Google Drive

In the workflow window, the first step is to set up the trigger application. Search for ‘Google Drive’ and select it as your trigger application. Next, choose the trigger event as ‘New File in a Specific Folder’ and click on the ‘Connect’ button.

You will need to create a new connection by clicking on ‘Add a New Connection’. After that, click on the blue button that says ‘Sign in with Google’. Select your Gmail account and allow the necessary permissions for Pabbly Connect to access your Google Drive.

• Ensure the folder you select is sharable, with access set to ‘Anyone with the link can edit’.
• Select the folder containing your client agreements.

After selecting the folder, click on ‘Save and Send Test Request’. This step allows Pabbly Connect to check for new files in the selected folder, which will trigger the automation.

4. Integrating AI Agent for Clause Extraction

Once the trigger is set, the next step is to integrate the AI Agent to extract content from the uploaded agreements. Click on the ‘Add Action Application’ and select ‘OpenAI’ for the action application.

For the action event, choose ‘Extract Content from PDF/Image’ and click on ‘Connect’. You will need to add a new connection using your OpenAI API key. Follow the prompts to retrieve your API key from the OpenAI website and paste it into Pabbly Connect.

Select the OpenAI model, such as GPT-3 Mini. Map the PDF URL from the previous Google Drive trigger step. Enter the prompt for extraction: ‘Extract me the details from the given PDF’.

Once all fields are filled, click ‘Save and Send Request’ to allow the AI Agent to extract the necessary details from the agreement.

5. Adding Extracted Data to Google Sheets

After the AI Agent has extracted the details, the next step is to add this information to Google Sheets. Click on ‘Add Action Application’ again and select ‘Google Sheets’.

Choose the action event ‘Add a New Row’ and connect your Google Sheets account. Follow the same process as before to sign in and allow permissions for Pabbly Connect to access your Google Sheets.

Select the spreadsheet and sheet where you want to add the extracted details. Map the extracted details such as client name, vendor name, contract duration, and payment terms.

Once all details are mapped, click on ‘Save and Send Request’ to confirm that the data has been successfully added to your Google Sheets. This completes the workflow, allowing for automated extraction and review of contract clauses.

Conclusion

In this tutorial, we explored how to use Pabbly Connect for fast contract clause extraction and review automation. By integrating Google Drive, AI Agent, and Google Sheets, you can streamline your contract management process efficiently. Start automating your workflows with Pabbly Connect today!