How to Use Pabbly Connect to Digitize Legal Documents and Auto-Extract Key Information

Learn how to use Pabbly Connect to automate the digitization of legal documents and the extraction of key information seamlessly. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Document Automation

To begin using Pabbly Connect for digitizing legal documents, first visit the Pabbly Connect website by entering Pabbly Connect in your browser. Once there, you can sign in or create a new account. If you’re a new user, you’ll receive 100 free tasks monthly upon signing up.

After logging in, you will see the dashboard where you can manage your workflows. To create a new automation, click on the ‘Create Workflow’ button. Here, you need to name your workflow, such as ‘Digitize Legal Documents’, and select a folder for organization. This is the starting point for automating the document processing.

2. Setting Up the Trigger in Pabbly Connect

In this section, we will set up the trigger in Pabbly Connect to initiate the workflow. The trigger will be based on new file uploads in Google Drive. Select Google Drive as your trigger application and choose the event ‘New File in Folder’.

• Choose your Google Drive account to connect.
• Select the folder where your legal documents will be uploaded.
• Make sure to grant permission for Pabbly Connect to access your Google Drive.

After setting up the trigger, upload a legal document to the specified Google Drive folder. This action will initiate the automation process, allowing Pabbly Connect to monitor the folder for new files.

3. Extracting Key Information with Pabbly Connect

Once the trigger is set, the next step is to extract key information from the uploaded legal document. For this, we will use OpenAI as the AI agent within Pabbly Connect. Select OpenAI as the action application and choose the event ‘Extract Content from PDF’.

To connect OpenAI, you will need to provide your API key. This can be done by clicking on ‘Add New Connection’ and entering the token. Once connected, set the AI model to ‘GPT-4 Mini’ and map the PDF URL from the Google Drive trigger. This mapping ensures that the correct document is processed each time a new file is uploaded.

• Enter a prompt directing the AI to extract specific details from the document.
• Use a structured output format to receive the data in JSON.
• Test the extraction to ensure the information is accurately captured.

After testing, you should receive a response containing the extracted details from the legal document, which will be used in the next step.

4. Saving Extracted Data to Google Sheets via Pabbly Connect

In this step, we will save the extracted information into Google Sheets using Pabbly Connect. Add a new action step and select Google Sheets as the application. Choose the event ‘Add New Row’ to insert the extracted data into a new row of your spreadsheet.

You will need to connect your Google Sheets account, granting the necessary permissions. Once connected, select the spreadsheet where you want to save the data, and map the extracted fields from OpenAI to the corresponding columns in Google Sheets.

Choose the specific spreadsheet you created for legal data. Map all the extracted fields such as agreement type, effective date, and party names. Test the action to confirm that the data is added correctly.

Once the test is successful, your workflow is complete, and the extracted data will automatically populate in your Google Sheets whenever a new document is uploaded.

5. Conclusion: Automating Document Processing with Pabbly Connect

Using Pabbly Connect, you can automate the process of digitizing legal documents and extracting key information efficiently. This integration allows for seamless data transfer between Google Drive, OpenAI, and Google Sheets.

By following the steps outlined, you can set up a powerful automation that saves time and reduces manual effort in handling legal documents. With Pabbly Connect, you streamline your workflow and enhance productivity.