Automate Contract Creation: Client SOWs Using Zapier and ChatGPT | Tutorial

Automating the Statement of Work (SOW) for contract creation involves using tools like Zapier and ChatGPT to extract essential data from relevant documents. This process enhances efficiency by streamlining the flow of information, ensuring that the data points necessary for client contracts are accurately and quickly integrated into the necessary documents.
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Key Takeaways:
✩ Efficiency in Data Integration: By automating the SOW process, companies can significantly reduce the time spent on manual data entry and verification, leading to faster contract turnaround times.
✩ Precision Data Extraction: The use of advanced tools such as ChatGPT allows for accurate identification and extraction of data points from a variety of documents, reducing the risk of human error.
✩ Workflow Optimization: Leveraging Zapier's automation capabilities enables seamless connectivity between different applications, ensuring that the extracted data is promptly and correctly distributed to all parts of the contract creation process.
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Welcome! I'm Corbin ai, the CEO behind the vision of Webcafe AI Nexus. While I lead our ventures into the vast world of AI-driven solutions, it's no secret that my fuel is a mix of tech enthusiasm and copious amounts of coffee. I’m on a mission to architect an ecosystem of AI-focused SaaS platforms, all destined to reshape the business landscape.
Together, we chart the unknown, innovate the unimaginable, and always have a cup ready for the next big idea ☕

[@webcafeai]

Here's the code we used in today's tutorial:
Word Output:
const response = await fetch(inputData["text"]);
const text = await response.text();
const words = text.split(" ");
output = { result: words.slice(0, 10000).join(" ") };
Date Output:

const date = new Date();
const day = date.getDate();
const month = date.getMonth() + 1;
const year = date.getFullYear();
const formattedDate = `${year}-${month}-${day}`; 4
output = { date: formattedDate };

[@apptrade]

Your consistency in value is unmatched online in the AI automation niche.

[@webcafeai]

Thanks!

[@learningstuff5679]

Corbin would love to see you start these tutorials with a demo of the automation - and then learning how to do it.

[@webcafeai]

I definitely see the value of structuring a video in this manner; it's just that most of the time for these tutorials, I build these automations live off the top of my head!

[@rishabhsingh1406]

Another amazing video with tons to learn.

[@JamieAsermo]

Hey Corbin, first of all I can't express how much I have learned about automation from you so thank you for that.
I have a suggestion for a video if it's even possible, an automation that updates a knowledge base based on a input.
For example a we have a SOP document for a law firm, then we can add information like new laws and have chatpgpt extract the information from that document and update with the new laws and upload the updated SOP document within the original document.
Or can we only settle with having to create a document everytime there is a new update, but then how can I structure the automation so I don't have to change the new SOP document to fetch every time there is a new update?
I know that's alot 😂 but I am very interested in creating this especially for more complex use cases where the update could change the entire document like user preferences for a marketing campaign.

[@webcafeai]

Something like this would require an external database that is updated live with relevant laws in the jurisdiction you are tracking. To achieve this, it seems the best way to handle it in this context would be to develop a private app that can connect to this database and then operate with the flow as you described. Alternatively, there may be software out there that tracks metrics like this, which you could link to Zapier using API calls.

[@JamieAsermo]

​@@webcafeaiThat's for the reply. I'll definitely be look into this further

[@learningstuff5679]

So how would we format the document to look amazing? It seems like at the end HTML messed with the end result

[@webcafeai]

In that context, a possible workaround would be to do what I showed at the end: create a document with text, and then simply copy and paste it into the contract.

[@learningstuff5679]

Corbin based on all the niches you have worked with in automation, which tend to be the easiest to work with, and which tend to be the highest ticket?

[@webcafeai]

The easiest and highest ticket don't usually correlate in this field, as the more complexity involved in an automation, the higher the price a company will pay to have it built out. Therefore, the easiest automations to build are social media management flows, and the highest ticket flows are correlated with data management and Excel sheets.

[@leveladsmarketing5889]

Nice. Question. How could I export this system? I mean, outside Zapier, like embedding this on a frontend or something like that

[@webcafeai]

This would require the development of the front end using a platform like React. To employ this specific automation, one could either program it or use Zapier webhooks to trigger the flow. In this video, I go over everything involved in building a SaaS platform from scratch: th-cam.com/video/NrcoHSGRvJo/w-d-xo.html&ab_channel=Corbinai.