Turn incoming PDFs into drafted documents and email summaries

Reads PDFs from your Google Drive folder, extracts key details, and emails you a drafted document with a summary.

How the work actually flows

A straight line.

Pattern: Sequence (1)

flowchart TD trig>"new pdf added to drive"]:::trig s0["extract full text from pdf"]:::task s1["identify key details"]:::task s2["draft formal summary"]:::task s3["create and email google doc"]:::task trig --> s0 s0 --> s1 s1 --> s2 s2 --> s3 out[/"drafted document and email summary"/]:::out pay{{"hours saved on manual drafting"}}:::pay s3 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
Email AutomationMessaging & NotificationsDocument Processing & OCRFile & Cloud Storage
Connects
Google DriveGoogle DocsGmailOpenAI
Featured in

The problem it solves

You spend hours reading through contracts, applications, or reports just to pull out the key facts and write a summary. Every new PDF means more manual reading, note-taking, and drafting before you can move on.

Who it fits

Insurance agencies, law firms, or admin teams that process a steady stream of incoming PDF documents.

How it works

  1. A PDF is added to a Google Drive folder
  2. The system pulls out the full text automatically
  3. GPT-4 identifies names, dates, and other key details
  4. GPT-4 drafts a formal summary from those details
  5. A Google Doc is created and emailed to you with the summary
What you get

A drafted summary waiting in your inbox

Incoming PDFs get read automatically and turned into a drafted summary document that lands in your email.

What you get

A finished Google Doc draft plus an email summary with a link to it.

What you need

A Google Workspace account (Drive, Docs, Gmail) and an OpenAI API key.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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