Transform Property Deeds into Structured Legal Records with Pabbly Connect

Learn how to transform property deeds into structured legal records using Pabbly Connect and AI. Step-by-step guide to automate your workflow. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect to Start Automation

To transform property deeds into structured legal records, first, access Pabbly Connect. Visit the Pabbly Connect website by entering ‘Pabbly.com/connect’ in your browser’s address bar.

Once on the Pabbly Connect landing page, you have two options: Sign up for a free account if you are new, or sign in if you are an existing user. After signing in, navigate to the dashboard to begin creating your automation workflow.

2. Create a New Workflow in Pabbly Connect

In Pabbly Connect, click the ‘Create Workflow’ button to initiate your automation. Name your workflow, for example, ‘AI Agent for Property Data Extraction’. This name should reflect the purpose of your automation.

Select the folder where you want to save this workflow and click ‘Create’. You’ll see the workflow interface with two main sections: the trigger and action windows. The trigger will capture new files uploaded to Google Drive.

3. Integrate Google Drive as Trigger

In the trigger window of your Pabbly Connect workflow, choose Google Drive as your application. Select the trigger event as ‘New File in Specific Folder’. This setup allows the AI agent to monitor a designated folder for new property deed PDFs.

Click ‘Connect’, then ‘Add New Connection’ to link your Google Drive account. Sign in with your Google credentials and allow access. After establishing the connection, select the folder where your property deeds will be uploaded and click ‘Save and Send Test Request’. This action captures the latest file uploaded.

4. Use OpenAI to Extract Data from PDFs

Next, in the action window of Pabbly Connect, search for OpenAI and select the action event as ‘Extract Content from PDF/Image’. Connect your OpenAI account by entering your API key. You can generate this key from your OpenAI dashboard.

After connecting, specify the model you wish to use, such as GPT-4 Mini. For the PDF file URL, map the download link from the Google Drive trigger step. Enter a prompt instructing OpenAI to extract details from the PDF according to a structured output format.

• Select the appropriate OpenAI model.
• Map the PDF file URL from the previous step.
• Provide a structured output format for the extracted data.

Click ‘Save and Send Test Request’ to validate the extraction process. You should receive a response containing the extracted data formatted according to your specifications.

5. Add Extracted Data to Google Sheets

Finally, to store the extracted data, add another action step in Pabbly Connect and select Google Sheets. Choose the action event ‘Add New Row’. Connect your Google Sheets account and select the spreadsheet where you want to store the data.

Map the fields from the OpenAI response to the respective columns in your Google Sheets. This step ensures that all extracted details are organized correctly. After mapping all necessary fields, click ‘Save and Send Test Request’ to confirm that the data is successfully added to your Google Sheets.

Conclusion

In this tutorial, we demonstrated how to transform property deeds into structured legal records using Pabbly Connect. By integrating Google Drive, OpenAI, and Google Sheets, you can automate the extraction and organization of legal documents efficiently.