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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, we'll show you how to automate contract creation with ChatGPT and introduce other practical examples you can use to simplify your workflow!
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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.
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.
■Overview
The workflow "Drafting contracts using ChatGPT based on Google Form information and adding them to Google Docs" is a business workflow that automates the contract creation process.
Utilizing data entered into Google Forms, ChatGPT quickly and accurately drafts contract documents.
The drafted documents are automatically added to a new file in Google Docs, reducing the manual input and management effort.
■Recommended for
■Benefits of using this template
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.
■Overview
The workflow "Draft a contract using ChatGPT based on Jotform information and add it to Google Docs" streamlines the contract creation process, reducing effort and errors. It enables a smooth progression through the series of steps involved in contract drafting.
■Recommended for
■Benefits of using this template
■Overview
The workflow "Drafting contracts using ChatGPT based on Google Form information and adding them to Google Docs" is a business workflow that automates the contract creation process.
Utilizing data entered into Google Forms, ChatGPT quickly and accurately drafts contract documents.
The drafted documents are automatically added to a new file in Google Docs, reducing the manual input and management effort.
■Recommended for
■Benefits of using this template
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.
■Overview
The workflow "Draft a contract using ChatGPT based on the content of Outlook emails 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.
Then, by automatically sending the generated contract draft to the person in charge, it reduces the time and effort of manual work.
■Recommended for
■Benefits of using this template
■Overview
The flow of "Drafting a contract based on Gmail content using ChatGPT and adding it to Notion" is a business workflow that automatically drafts a contract using ChatGPT and adds it to Notion when an email with a specific label is received in Gmail.
This reduces the effort required for contract creation and enables efficient business operations.
■Recommended for
■Benefits of using this template
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.
■Overview
The flow of "Drafting a contract using ChatGPT based on information from Google Sheets and sending it via Gmail" is a business workflow that reduces the effort of contract creation.
ChatGPT automatically generates a draft contract by utilizing the data registered in Google Sheets.
The generated draft contract is automatically sent to relevant parties via Gmail, enabling a quick and efficient contract process.
■Recommended for
■Benefits of using this template
■Overview
The workflow "When a specific status is updated 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 to create a business workflow.
It automates the process from drafting to sending contracts, achieving improved efficiency and reduced errors.
■Recommended for
■Benefits of using this template
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
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.
■Overview
The workflow "Drafting contracts using ChatGPT based on Google Form information and adding them to Google Docs" is a business workflow that automates the contract creation process.
Utilizing data entered into Google Forms, ChatGPT quickly and accurately drafts contract documents.
The drafted documents are automatically added to a new file in Google Docs, reducing the manual input and management effort.
■Recommended for
■Benefits of using this template
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.
■Overview
The workflow "Drafting contracts using ChatGPT based on Google Form information and adding them to Google Docs" is a business workflow that automates the contract creation process.
Utilizing data entered into Google Forms, ChatGPT quickly and accurately drafts contract documents.
The drafted documents are automatically added to a new file in Google Docs, reducing the manual input and management effort.
■Recommended for
■Benefits of using this template
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!
■Overview
The flow of "Creating meeting minutes with ChatGPT and emailing them to participants after a Zoom meeting" automates the process of recording and sharing meeting details.
This workflow is ideal for teams that frequently hold meetings or organizations that prioritize accuracy in record-keeping.
■Recommended for
■Benefits of using this template
◼️Overview
When an inquiry email is received, ChatGPT is used to automatically classify the inquiry content and notify the appropriate Slack channel.
This enables a quick response to inquiries.
◼️Setup Instructions
1. Set up an email trigger that activates the flow bot when an inquiry email is received.
2. Configure the inquiry email address to forward to the email address set in Yoom.
3. Use ChatGPT's "Converse" action to extract and automatically classify the inquiry content from the email body.
4. Appropriately configure the message content. Set switching conditions with command operations.
5. Set the items you want to sort emails by based on ChatGPT's response content.
6. For each item, configure the channel ID and message content for the Slack "Send a message to channel" action.
◼️Notes
・Integrate ChatGPT, Slack, and Yoom.
・Depending on the inquiry content, special processing or assignment to a person in charge may be necessary, so you can add flows to accommodate this.
・Using ChatGPT or OpenAI's API may incur costs payable to OpenAI. Please check OpenAI's official website for details.
・"Switch destination" is a feature (operation) available with the Mini Plan or higher. For the Free Plan, the operation set in the flow bot will result in an error, so please be careful.
・Paid plans like the Mini Plan offer a two-week free trial. During the free trial, you can use restricted apps and features (operations).
■Overview
The workflow "Organize form content with ChatGPT and create a draft in WordPress" is a business workflow that reduces the hassle of content creation.
This makes the content creation process smoother.
■Recommended for
■Benefits of using this template
■Overview
This is a workflow that summarizes files uploaded to OneDrive using ChatGPT and sends notifications.
It is an ideal business workflow for those who want to efficiently summarize and share a large amount of documents.
■Recommended for
■Benefits of using this template
■Overview
This flow sends an email with a summary generated by ChatGPT when an image file is uploaded to a Box folder.
■Recommended for
1. Those involved in digitizing files
・Document management personnel
・Researchers who need to digitize paper-based materials such as academic papers and research documents
2. Those looking to reduce manual input tasks and automate processes
・Small and medium-sized business owners aiming for operational efficiency
・Personnel in general affairs and administrative roles with a high volume of document management
■Benefits of using this template
・You can automatically receive an email with a summary generated by ChatGPT when you upload an image file to a Box folder.
・There is no need to manually transcribe image files, allowing for improved operational efficiency.
■Important Notes
・Please integrate Box with ChatGPT.
・AI operations are only available with the Team Plan and Success Plan.
For Free Plan and Mini Plan users, the operation of the configured flow bot will result in an error, so please be aware.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).
・Please note that OCR data may not be readable if it exceeds 6,500 characters or if the text is too small.
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!
