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, we'll show you how to automate contract creation with ChatGPT and introduce other practical examples you can use to simplify your workflow!
Meet Yoom: No-Code Automation
Yoom is a next-generation no-code automation that lets you connect and automate tasks between your favorite apps. Connecting different apps can be challenging for non-engineers, but Yoom makes automation accessible to everyone.
🌐 Connect with apps like ChatGPT, Google Forms, Google Docs, and more.
📖 Use automation templates - no technical setup required
📈 Boost productivity and reduce human errors
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.
In this guide, you'll learn the step-by-step process of how to use Yoom to create a Flowbot that automatically drafts a contract using Google Form responses with ChatGPT and add it to Google Docs.
✔️ For Those Who Want to Try It Quickly
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.
Based on the information from the Google Form, draft a contract using ChatGPT and add it to Google Docs.
■Overview The workflow 'Based on Google Form information, draft a contract with ChatGPT and add it to Google Docs' is a business workflow that automates the contract creation process. Using the data entered in Google Forms, ChatGPT quickly and accurately drafts a contract. The created draft is automatically added to a new file in Google Docs, reducing the manual input and management effort.
■Recommended for - Business people who want to automate contract creation using ChatGPT - Companies already using Google Forms and Google Docs - Small and medium-sized business owners aiming to streamline the contract process - IT personnel who want to automate operations using API integration - Legal personnel who want to reduce the time and effort required for contract creation
■Notes - Please integrate each of Google Forms, ChatGPT, and Google Docs with Yoom. - To execute ChatGPT (OpenAI) actions, a contract for OpenAI's API paid plan (a state where payment can be made when the API is used) is required. https://openai.com/ja-JP/api/pricing/ The use of ChatGPT's API is provided by OpenAI for a fee, and it is a pay-as-you-go system based on tokens during API communication. Therefore, please be aware that an error will occur if payment cannot be made when using the API. - Please refer to the following for how to obtain the response content when using Google Forms as a trigger. https://intercom.help/yoom/en/articles/6807133 - Triggers can be set to activate at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. - Please note that the shortest activation interval varies depending on the plan.
🙌 Various Ways to Automatically Create Contracts with ChatGPT
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!
Create Contracts from Form Data
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.
Based on the information from Jotform, draft a contract using ChatGPT and add it to Google Docs.
■Overview The "Based on Jotform information, create a draft contract with ChatGPT and add it to Google Docs" workflow streamlines the contract creation process, reducing effort and mistakes. It makes it possible to smoothly proceed through the entire flow of contract drafting.
■Recommended for ・Business staff who collect contract information using Jotform ・Those who want to leverage ChatGPT to make drafting contracts more efficient ・Administrative staff who want to store and manage contract drafts in Google Docs ・Corporate IT staff who want to optimize business workflows by integrating multiple tools ・Business owners who want to automate the contract creation process and reduce manual workload
■Notes ・Please connect Yoom with Jotform, ChatGPT, and Google Docs respectively. ・To execute ChatGPT (OpenAI) actions, you need a paid OpenAI API plan (a state in which payment can be made when the API is used). https://openai.com/ja-JP/api/pricing/ ・Use of the ChatGPT API is provided by OpenAI for a fee and is charged on a pay-as-you-go basis according to tokens used during API communication. Therefore, an error will occur if payment cannot be made at the time of API usage. ・For instructions on configuring Jotform Webhooks, please refer to the following. https://intercom.help/yoom/en/articles/8105581
■Overview The workflow 'Based on Google Form information, draft a contract with ChatGPT and add it to Google Docs' is a business workflow that automates the contract creation process. Using the data entered in Google Forms, ChatGPT quickly and accurately drafts a contract. The created draft is automatically added to a new file in Google Docs, reducing the manual input and management effort.
■Recommended for - Business people who want to automate contract creation using ChatGPT - Companies already using Google Forms and Google Docs - Small and medium-sized business owners aiming to streamline the contract process - IT personnel who want to automate operations using API integration - Legal personnel who want to reduce the time and effort required for contract creation
■Notes - Please integrate each of Google Forms, ChatGPT, and Google Docs with Yoom. - To execute ChatGPT (OpenAI) actions, a contract for OpenAI's API paid plan (a state where payment can be made when the API is used) is required. https://openai.com/ja-JP/api/pricing/ The use of ChatGPT's API is provided by OpenAI for a fee, and it is a pay-as-you-go system based on tokens during API communication. Therefore, please be aware that an error will occur if payment cannot be made when using the API. - Please refer to the following for how to obtain the response content when using Google Forms as a trigger. https://intercom.help/yoom/en/articles/6807133 - Triggers can be set to activate at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. - Please note that the shortest activation interval varies depending on the plan.
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.
Create a draft contract using ChatGPT based on the content of Outlook emails and send it to the person in charge.
■Overview The workflow 'Create a draft contract using ChatGPT based on Outlook email content and send it to the person in charge' streamlines the initial stage of contract creation and reduces the burden on the person in charge. When an email with a specified subject is received, contract information is extracted, and a draft contract is quickly generated using ChatGPT. The generated contract is then automatically sent to relevant parties, reducing the time and effort of manual work.
■Recommended for ・Sales personnel who use Outlook regularly and spend time processing contract-related emails ・Legal personnel who want to automate the contract creation process using ChatGPT ・IT personnel who want to improve business efficiency by integrating multiple SaaS applications ・Executives who want to quickly and accurately perform the initial stage of contract creation ・Managers aiming to improve team productivity through business automation
■Notes ・Please integrate Outlook, ChatGPT, and Yoom. ・Microsoft365 (formerly Office365) has a home plan and a general corporate plan (Microsoft365 Business), and if you are not subscribed to the general corporate plan, authentication may fail. ・To execute ChatGPT (OpenAI) actions, a contract for OpenAI's API paid plan (a state where payment can be made when the API is used) is required. https://openai.com/ja-JP/api/pricing/ The use of ChatGPT's API is provided by OpenAI for a fee, and it is a pay-as-you-go system based on tokens during API communication. Therefore, please note that an error will occur if payment cannot be made when using the API. ・The trigger can be set to activate at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest activation interval varies depending on the plan.
■Overview The flow 'Create a draft contract using ChatGPT based on Gmail content and add it to Notion' is a business workflow that automatically creates a draft contract using ChatGPT when an email with a specific label is received in Gmail and adds it to Notion. This reduces the effort of contract creation and enables efficient business operations.
■Recommended for ・Business users who use Gmail regularly ・Administrative staff who want to streamline contract creation tasks ・Those interested in business automation using ChatGPT ・Team leaders who want to centrally manage information in Notion ・Managers of small to medium-sized companies who want to improve business processes ・IT staff who want to improve business efficiency using AI and API integration
■Notes ・Please integrate Gmail, ChatGPT, and Notion with Yoom. ・To execute ChatGPT (OpenAI) actions, a paid plan contract for OpenAI's API (a state where payment can be made when the API is used) is required. https://openai.com/ja-JP/api/pricing/ The use of ChatGPT's API is provided by OpenAI for a fee, and it is a pay-as-you-go system based on tokens during API communication. Therefore, please be aware that an error will occur if payment cannot be made when using the API. ・The trigger can be set to activate at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest activation interval varies depending on the plan.
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.
Draft a contract using ChatGPT based on information from Google Sheets and send it via Gmail.
■Overview The flow 'Create a draft contract using ChatGPT based on Google Sheets information and send it via Gmail' is a business workflow that reduces the effort of contract creation. ChatGPT automatically generates a draft contract using data registered in Google Sheets. The generated draft contract is automatically sent to stakeholders via Gmail, enabling a quick and efficient contract process.
■Recommended for ・Business people who are spending too much time on contract creation and want to improve work efficiency ・Those who want to create contract documents using data managed in Google Sheets ・Those who want to automate draft contract creation using ChatGPT ・Those who want to quickly send contract drafts to stakeholders using Gmail ・Company representatives aiming to standardize the contract process and reduce errors
■Notes ・Please integrate Google Sheets, ChatGPT, and Gmail with Yoom. ・To execute ChatGPT (OpenAI) actions, a contract for OpenAI's API paid plan (a state where payment can be made when the API is used) is required. https://openai.com/ja-JP/api/pricing/ ChatGPT's API usage is provided by OpenAI for a fee, and it is a pay-as-you-go system based on tokens during API communication. Therefore, please be aware that an error will occur if payment cannot be made when using the API. ・The trigger can be set to activate at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest activation interval varies depending on the plan.
■Overview The workflow "When updated to a specific status in Notion, draft a contract with ChatGPT and send it via Outlook" integrates Notion's status management, ChatGPT's AI capabilities, and Outlook's email sending into a business workflow. It automates the process from drafting to sending contracts, improving efficiency and reducing errors.
■Recommended for ・Those managing contract-related information in Notion ・Legal personnel who want to automate the contract drafting process ・Business people who want to efficiently create contracts using ChatGPT ・Those using Outlook for business communication ・Executives who want to promote business automation and improve productivity
■Notes ・Please integrate Notion, ChatGPT, and Outlook with Yoom. ・To execute ChatGPT (OpenAI) actions, a paid OpenAI API plan (capable of payment when the API is used) is required. https://openai.com/ja-JP/api/pricing/ The use of ChatGPT's API is provided by OpenAI for a fee, and it is charged on a pay-as-you-go basis with tokens during API communication. Therefore, please be aware that an error will occur if payment cannot be made when using the API. ・Microsoft365 (formerly Office365) has plans for home use and general corporate use (Microsoft365 Business), and authentication may fail if you are not subscribed to the general corporate plan. ・Branches are functions (operations) available with plans above the mini plan. In the case of the free plan, the operations of the flow bot set will result in an error, so please be careful. ・Paid plans such as the mini plan offer a 2-week free trial. During the free trial, you can use restricted apps and functions (operations). ・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest activation interval varies depending on the plan.
🚀 Let's Create a Flowbot to Automatically Generate Contracts with ChatGPT
Let's walk through how to set up a flow that automatically drafts a contract using ChatGPT based on Google Form information, then adds it to Google Docs.
⏱️ Setup time: 10 minutes
🔧 What You’ll Need
A free Yoom account
Access to ChatGPT, Google Forms, Google Docs
If you don’t have a Yoom account yet, register now from thisregistration 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, visitOpenAI API Pricing.
Based on the information from the Google Form, draft a contract using ChatGPT and add it to Google Docs.
■Overview The workflow 'Based on Google Form information, draft a contract with ChatGPT and add it to Google Docs' is a business workflow that automates the contract creation process. Using the data entered in Google Forms, ChatGPT quickly and accurately drafts a contract. The created draft is automatically added to a new file in Google Docs, reducing the manual input and management effort.
■Recommended for - Business people who want to automate contract creation using ChatGPT - Companies already using Google Forms and Google Docs - Small and medium-sized business owners aiming to streamline the contract process - IT personnel who want to automate operations using API integration - Legal personnel who want to reduce the time and effort required for contract creation
■Notes - Please integrate each of Google Forms, ChatGPT, and Google Docs with Yoom. - To execute ChatGPT (OpenAI) actions, a contract for OpenAI's API paid plan (a state where payment can be made when the API is used) is required. https://openai.com/ja-JP/api/pricing/ The use of ChatGPT's API is provided by OpenAI for a fee, and it is a pay-as-you-go system based on tokens during API communication. Therefore, please be aware that an error will occur if payment cannot be made when using the API. - Please refer to the following for how to obtain the response content when using Google Forms as a trigger. https://intercom.help/yoom/en/articles/6807133 - Triggers can be set to activate at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. - Please note that the shortest activation interval varies depending on the plan.
■Overview The workflow 'Based on Google Form information, draft a contract with ChatGPT and add it to Google Docs' is a business workflow that automates the contract creation process. Using the data entered in Google Forms, ChatGPT quickly and accurately drafts a contract. The created draft is automatically added to a new file in Google Docs, reducing the manual input and management effort.
■Recommended for - Business people who want to automate contract creation using ChatGPT - Companies already using Google Forms and Google Docs - Small and medium-sized business owners aiming to streamline the contract process - IT personnel who want to automate operations using API integration - Legal personnel who want to reduce the time and effort required for contract creation
■Notes - Please integrate each of Google Forms, ChatGPT, and Google Docs with Yoom. - To execute ChatGPT (OpenAI) actions, a contract for OpenAI's API paid plan (a state where payment can be made when the API is used) is required. https://openai.com/ja-JP/api/pricing/ The use of ChatGPT's API is provided by OpenAI for a fee, and it is a pay-as-you-go system based on tokens during API communication. Therefore, please be aware that an error will occur if payment cannot be made when using the API. - Please refer to the following for how to obtain the response content when using Google Forms as a trigger. https://intercom.help/yoom/en/articles/6807133 - Triggers can be set to activate at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. - Please note that the shortest activation interval varies depending on the plan.
Click "OK" and give the Flowbot a name to recognize.
This template will be copied to your “My Project”.
< Preparation >
Create a test form to collect the necessary information for contract creation. For this example, the form was set up as follows.
Step 3: Set Up Google Form Trigger
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.
Step 4: Generate Text with ChatGPT
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.
Step 5: Create a New Document
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.
Step 6: Add Records to Google Docs
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.
Step 7: Activate the Trigger
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!
💡 Other Automation Examples Using ChatGPT
You can try out more automations by using ChatGPT with Yoom. Here are some more examples you can explore for your next automation!
After the Zoom meeting ends, create minutes with ChatGPT and send them to participants via email.
■Overview The "After Zoom meeting, create minutes with ChatGPT and send email to participants" flow is a business workflow that automates the creation and sharing of meeting records. It is an ideal workflow for teams that frequently hold meetings or organizations that prioritize the accuracy of records.
■Recommended for ・Business persons who frequently use Zoom and spend time creating minutes after meetings ・Project managers who want to accurately record meeting content and share it with the entire team ・IT personnel who want to improve work efficiency by utilizing ChatGPT ・Managers of companies who want to improve the quality of minutes and facilitate smooth information sharing ・Team leaders who find manual minute creation burdensome in meetings with many participants
■Notes ・Please link Zoom, ChatGPT, and Yoom respectively. ・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, and 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan. ・To obtain Zoom recording information, meeting data must be cloud recorded. ・Cloud recording is limited to specific Zoom plans, so please be careful. Please refer to here for details. ・The maximum downloadable file size is 300MB. Depending on the app's specifications, it may be less than 300MB, so please be careful. ・Please check below for details on the file size that can be handled by triggers and each operation. https://intercom.help/yoom/ja/articles/9413924 ・OCR or AI operations that transcribe audio to text are functions available only in the Team Plan and Success Plan. In the case of the Free Plan and Mini Plan, the operations of the flow bot set will result in an error, so please be careful. ・Paid plans such as Team Plan and Success Plan can be tried for free for two weeks. During the free trial, you can use restricted apps and AI functions (operations).
■Overview The "Organize form content with ChatGPT and create a draft in WordPress" workflow is a business workflow that reduces the effort of content creation. This makes the content creation process smoother.
■Recommended for ・Bloggers and content creators who tend to spend a lot of time creating blog posts ・Those who want to efficiently manage content by integrating ChatGPT and WordPress ・Those who regularly update blogs but struggle with coming up with article ideas ・Web marketers who want to improve efficiency by utilizing automation
■Notes ・Please integrate Yoom with both ChatGPT and WordPress. ・To execute ChatGPT (OpenAI) actions, a paid OpenAI API plan is required. (Payment must be possible when the API is used) https://openai.com/ja-JP/api/pricing/ ・The use of ChatGPT's API is provided by OpenAI for a fee, and it is a pay-as-you-go system based on tokens during API communication. Therefore, please be aware that an error will occur if payment cannot be made when using the API.
■Overview This workflow automatically summarizes documents uploaded to OneDrive using ChatGPT and saves the results back to OneDrive. It is an optimal business workflow for those who want to efficiently organize and utilize a large volume of materials.
■Recommended Users for This Template Business professionals managing a large number of documents who need efficient summarization IT personnel using OneDrive who want to automate the summarization process Project leaders who want to facilitate smooth information sharing within the team
■Notes ・Please integrate both OneDrive and ChatGPT with Yoom. ・The trigger can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest activation interval varies depending on the plan. ・There are consumer plans and general business plans (Microsoft365 Business) for Microsoft365 (formerly Office365), and if not subscribed to a general business plan, authentication may fail. ・To execute ChatGPT (OpenAI) actions, a paid OpenAI API plan is required. (Payment must be ready when the API is used) https://openai.com/ja-JP/api/pricing/ ・Use of the ChatGPT API is provided by OpenAI on a paid basis, with metered billing based on tokens used during API communication. Therefore, an error will occur if payment cannot be made when using the API, so please be cautious. ・AI operations for OCR or voice transcription are only available with Team Plan and Success Plan. For Free Plan or Mini Plan, flowbot operations configured will result in errors, so please be aware. ・Paid plans such as Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use restricted applications and AI functions (operations).
Now you know how to automatically create contract documents. 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!
I have gained approximately three years of experience in the financial sector since graduating. Due to the nature of the industry, there were many manual tasks, and I often thought that automating them would allow us to focus on other work. It was during this time that I discovered Yoom. As I write blogs, I am continually impressed by the convenience of Yoom. I strive to maintain a clear and understandable structure.
.avif)
