Streamlining Contract Management

Create a trigger and select Form. Add the Form Fields you want to collect. To collect data from uploaded files, you will need to add a File field.

Add the actions: Convert File to Text, Categorize with AI (custom), Insert Row, Upload File to Media, and Add Task.

In the Convert File to Text action, reference the file URL from the Form trigger that you want to convert, by typing the @ symbol. This converts the document into text that can be used in the next step.

In the Categorize with AI action, input a prompt requesting the AI to extract and categorize information as needed from the Convert File to Text action. Type the @ symbol to reference the content from the action.
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Under Type, select Custom. Add the fields that you want to be categorized, and name them according to your prompt.

In this example, I've added the fields: Client Name, Point of Contact and Email. This will allow the AI to properly categorize the information.

In the Insert Row action, connect your Google Account and select the related Spreadsheet and Sheet. The Fields that can be added in the action will always refer to the content in Row 1 of the Sheet.

In this example the Fields: ID, Client Name, Point of Contact, Email, Contact Number, and Additional Remarks can be added.
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Add the respective fields and reference the key information from the Categorize with AI action or the Form trigger by using the @ symbol to fill up the columns with the right data.

In the Upload File to Media action, under URL, reference the File from the Form trigger by typing the @ symbol.

This allows you to save files uploaded through the Form, which are accessible from Taskade's Media Tab.

Instead of using Google Sheets, you may organize the information in Taskade Projects (Table View). In Add Task, select the appropriate Project. The Fields in the Project refer to the column names.

Click on the Share tab above to test your form and automation. Fill in the form with the necessary data and run the form.

If you want to share this with your clients, click on Publish to get a shareable link to the form, allowing others to fill it out.