When a new PDF is uploaded to Drive, have ChatGPT Analyze and Draft Emails

Hi ​@eddieb,

Welcome to the Community.

You can automate contract processing with Zapier by setting up a workflow that triggers when a new PDF is added to a specific Google Drive folder. Since ChatGPT can't analyze PDFs directly, you may need a tool like PDF.co or Docparser to extract text before sending it to ChatGPT via a webhook. Once analyzed, Zapier can use the extracted data to draft and send an email with relevant details. Using Jotform instead of Google Drive, you can trigger the workflow when a form is submitted, potentially simplifying the process. The exact setup may vary based on your needs and app capabilities.

Feel free to ask if you need any further help setting this up or have any other questions.

Hey there, ​@eddieb 👋

ChatGPT’s Conversation with Assistant action has the ability to answer questions about PDFs:

With that action, you could potentially send the PDF contract to a OpenAI assistant to analyze the contract, without needing a different app to extract the text before passing it over to ChatGPT to analyze. You can learn more about using assistants in your Zaps here: Use OpenAI's Assistants API with your Zaps

Alternative, is it easier to have the pdf contract submitted as an attachment in Jotform instead of drive

The New File in Folder (Google Drive) trigger would supply the PDF so it should be fine for what you’re wanting to achieve here. If the Jotform trigger is also able to supply the PDF then you could use that for the trigger instead if preferred.

With the sending of the emails to multiple parties, would they all receive different email text? Or receive the same email text but personalised to them e.g. have their name in the greeting? 

Looking forward to hearing from you!

​@SamB Thank you for this, the emails would have the same information directed to different parties. 

You’re most welcome, ​@eddieb! 🤗

As all the emails would have the exact same information would you want the different parties to be able to see who else receives the email? 

If the recipients need to stay hidden you could use the Bcc field in the Send Email Gmail action. Alternatively, to make it appear as though only they receive the email, you could use Looping by Zapier app to send the same email but to different email addresses by creating loops to run a Send Email action for the email address of each of the relevant parties. You can learn more about using loops in Zaps here: Loop your Zap actions

And if it’s fine for all the recipients to be shown on the email then you could just include them as a comma separated list in the Cc field on your Send Email action. 

Hope that helps to get you pointed in the right direction. Let me know if you have any more questions or get stuck at all—happy to assist further! 🙂