Hello and welcome to our channel. In this video tutorial, we will demonstrate how to convert documents to PDF and summarize them using ChatGPT and PDF.co. We will provide a link to the full tutorial in the description box below.
Summarizing a PDF can be a time-consuming process when done manually. It involves reading through the entire source text, identifying the key points, condensing the information, and formatting it into a presentable summary.
With the combination of PDF.co and Zapier, it offers a flexible solution for generating summarized PDF documents from various data sources, making the process efficient, customizable, and easily adaptable to your specific needs.
To begin the workflow, the first step is to log into your Zapier account and click on the create zap button. Next, search and select the Dropbox app and choose the new file and folder option to enable the trigger for whenever a new file is added to a folder.
Next, connect your Dropbox account to Zapier in order to grant access to the documents that are stored in your folder. Let’s set up the trigger by entering the folder name where you want to retrieve the source file that you wish to convert into a PDF. Then, select either yes or no to indicate whether you want to include the file contents in the PDF conversion.
After setting up the trigger, you can now test it by retrieving a file from the Dropbox folder. If the test trigger was successful and you were able to retrieve the file from the Dropbox folder, you can proceed to the next step.
In the next step, we will add another app and select PDF.co. Choose the ‘Anything to PDF Converter’ option. This feature allows you to convert various documents into PDF format. Connect your PDF.co account to Zapier by adding your API key, which you can obtain from your PDF.co dashboard.
Configure the PDF.co settings by selecting the appropriate format of your source file from the available options. Then, choose the link of your source file from Dropbox. This could be the direct link to the file or the shared link. Enter the desired name for your generated PDF file.
Now, let’s proceed with testing the action to convert the source document into a PDF format. If the test was successful, the document will be converted into a PDF format. You can copy the URL and paste it into your browser to view the output.
Now that we have successfully converted the document into a PDF format, we can copy the text content from the PDF and use it to generate a summary. In this step, we will add the ChatGPT app and enter the conversation to send a chat to OpenAI and generate a completion.
Connect your ChatGPT account to Zapier in order to grant access to ChatGPT. Set up the ChatGPT configuration by entering the command to instruct ChatGPT to summarize the text content from the converted PDF document. Customize the username, assistant name, instruction model, and other parameters as desired. Enter a unique value in the memory key field to allow the assistant to maintain context and continue the conversation.
Once the configuration is completely set up, you can proceed to test the action by sending a request to ChatGPT. If the test was successful, ChatGPT will generate a summary of the text content from the PDF document.
Now, we can proceed to add another app and send this summary to Slack as a message. In this final step, we will integrate the Slack app and utilize the ‘Send Channel Message’ option to send the generated summary from ChatGPT as a message to Slack.
Connect your Slack account to Zapier to grant access and send the summarized text to Slack as a message. Set up the Slack configuration by specifying the name of the channel where you want to send the summarized text. Select the assistant message response from ChatGPT that contains the summarized text as the content of the message sent to Slack.
Once the configuration is set up, you can execute the action and send the summary generated by ChatGPT to Slack as a message. You can open your Slack workspace to view the summarized text in the specified channel.
To learn more about PDF.co and its features, you can check out our wide range of available tutorials on our website. You can also visit our YouTube channel to access even more video content. Don’t forget to hit the subscribe button and click on the notification bell icon to stay updated with our latest videos.
Thank you for watching!
