Create Contracts from Email Content
Automatically create contracts by sending email content that meets specific criteria to ChatGPT. This automation extracts text from emails, minimizing input errors and saving time.
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Are you spending too much time creating contracts?
Do you often forget to send the drafted contract to the responsible person?
What if you could automate this process? With ChatGPT, you can automatically generate contract drafts, saving time and reducing the risk of forgetting to share important contract details. If you combine it with Google Forms, you can automatically generate personalized contracts for each client.
In this article, <span class="mark-yellow">we'll show you how to automate contract creation with ChatGPT and introduce other practical examples you can use to simplify your workflow!</span>
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You don't need to go through a complex setup and IT jargon, you can build your automation workflows with just a few clicks :) It's designed for those who want to streamline their daily work and save hours of time and stress from repetitive work.
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In this guide, you'll learn the step-by-step process of how to use Yoom to <span class="mark-yellow">create a Flowbot that automatically drafts a contract using Google Form responses with ChatGPT and add it to Google Docs</span>.
Yoom offers ready-made templates for easy setup in automatically creating contracts. Click the "Try it" button to get started now!
We'll also walk you through the step-by-step process of creating this automation flow in the following section of this article.
There are several ways to automate the contract creation process using ChatGPT. Here are some practical, ready-to-use templates you can try out.
Just click on the "Try It" button to get started quickly!
Automatically draft contracts using responses from Google Forms. Share the form with your clients or team members, and ChatGPT will generate a contract based on the inputted responses.
Automatically create contracts by sending email content that meets specific criteria to ChatGPT. This automation extracts text from emails, minimizing input errors and saving time.
This flow will automatically send the data to ChatGPT when a certain status is reached in your database. Then, ChatGPT will create a contract draft based on the data.
Let's walk through how to set up a flow that <span class="mark-yellow">automatically drafts a contract using ChatGPT based on Google Form information, then adds it to Google Docs</span>.
⏱️ Setup time: 10 minutes
🔧 What You’ll Need
If you don’t have a Yoom account yet, register now from this registration form!
⚠️ Note: To run ChatGPT (OpenAI) actions, you’ll need a paid OpenAI API plan. Make sure you have your payment set up ready for smoother transactions when the API usage fees are incurred. For more details, visit OpenAI API Pricing.
Go to "My Apps" from the left side menu, and click the "+ Add" button.
Search for "Google Form" from the app list and select it.
Click "Sign in with Google".
Select the account you want to connect to.
Click "Continue".
Similarly, go to "My Apps" from the left side menu, and click the "+ Add" button.
Search for "ChatGPT" from the app list and select it.
Enter the account name.
Use a name that's easy to recognize, such as your company name or the person responsible for the account.
To get your access token, follow the instructions in this guide.
Once all the required fields are filled in, click "Add" to complete registration.
Similarly, go to "My Apps" from the left side menu, and click the "+ Add" button.
Search for "Google Docs" from the app list and select it.
Same with Google Forms, a permission screen will appear.
Review and click "Continue".
Click the "Try It" button to copy the pre-built template into your project.
Click "Try this template".
Click "OK" and give the Flowbot a name to recognize.
This template will be copied to your “My Project”.
Create a test form to collect the necessary information for contract creation.
For this example, the form was set up as follows.
Select the trigger action labeled "When a response is submitted to the form".
Give your trigger a title (anything you like) and select your Google account.
Then click "Next".
Set your trigger interval (frequency of sync) to how frequently Yoom checks Google Forms for updates.
It can be set to 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
We recommend setting the trigger to the shortest activation interval available for your plan.
⚠️ Note: The trigger interval varies depending on your Yoom plan. Be sure to check your current plan’s limit.
Then, submit a test response to the Google Form you've prepared.
Return to Yoom, and click "Test".
If successful, the retrieved value section will be updated as below.
Next, retrieve the response using JSONPath.
Click the "Add Value to Retrieve" button at the bottom and refer to this guide to get the response.
Next, click on the action labeled "Generate Text".
Same as the previous step, give your action a title (anything you like) and select your ChatGPT account.
Then click "Next".
For the Message Content, example sentences are provided. You can use them or modify them.
Items selected from the retrieved values are indicated with a red frame, showing that the value is being quoted and allowing you to directly use the value obtained in the previous step. To make sure that the client name is dynamic, select it from the retrieved value instead of setting a fixed name, so this will generate a new value each time the flow is activated.
📚 Reference: For more details on retrieved values and how to set them up, see the guide here.
Select the Role from the displayed options.
Once set, run a test and save once the response content is displayed in the retrieved value.
Click on the action labeled "Create New Document".
Give your action a title (anything you like) and select your Google account.
Then click "Next".
Create the Document Title using the retrieved value.
Test and save once the Document ID is displayed in the retrieved value.
You can see that a new document was created in your Google Docs account.
Next, click on the final action labeled "Add Text to End".
Same as the previous steps, give your action a title (anything you like) and select your Google account.
Then click "Next".
The following screen is pre-configured so you don't need to make any changes.
Click the "Test" button.
Hit "Save" if the test is successful.
Toggle the "Trigger On" button to activate your flow!
Check if the Flowbot you set up is working properly.
That’s it!
Your Flowbot is complete!
You can try out more automations by using ChatGPT with Yoom. Here are some more examples you can explore for your next automation!
Now you know how to <span class="mark-yellow">automatically create contract documents</span>. By integrating ChatGPT with your everyday tools like Google Forms and email, you can streamline your workflow and avoid errors by directly updating to Google Docs. Best of all, no specialized knowledge is needed, and anyone can easily set it up!
Ready to simplify your workflows? Sign up for Yoom and try it today!
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