Autofiler (Clerky): AI-Powered PDF Extraction from Gmail

This workflow automates document filing and data extraction for legal and business incorporation processes. It triggers on new emails in the Gmail inbox, specifically targeting attachments. Using a loop, it processes each PDF attachment by first extracting raw text with a dedicated PDF tool. Then, it employs OpenAI's GPT-4o model with a precise prompt to identify and extract key fields: 'company_name' from Article I and 'file_number' from the upper-right corner of stamped Delaware Certificates of Incorporation, outputting structured JSON.

Ideal for services like Clerky or legal teams handling incorporations, it eliminates manual review of incoming filings. Benefits include massive time savings, reduced errors in data entry, seamless integration into CRM or filing systems, and scalability for high-volume email inboxes. Post-extraction, the workflow can be extended to store data in databases, notify teams, or auto-file documents.

Use cases: Startup accelerators auto-capturing client incorporation details, law firms streamlining certificate processing, or compliance teams tracking filings. Its router and loop logic ensure robust handling of multiple attachments per email, with error handling for failed extractions.