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Create fillable document templates from PDF or DOCX with GPT-4o and Google Drive

πŸ“„Template Creator Who is this for This template is built for legal professionals, operations teams, and agencies that work with recurring document types β€” contracts, NDAs, invoices, lease agreements, proposals β€” and ...

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Template notes

πŸ“„Template Creator

Who is this for

This template is built for legal professionals, operations teams, and agencies that work with recurring document types β€” contracts, NDAs, invoices, lease agreements, proposals β€” and want to stop rebuilding templates from scratch. If you have an OpenAI API key, a Google Drive account, and a self-hosted Gotenberg instance, you can turn any uploaded document into a clean, reusable fill-in-the-blank template in seconds.

What it does

The workflow accepts any uploaded PDF or DOCX file, uses a two-pass AI process to identify the document type and extract variable fields, replaces all variable content with labeled [BRACKET] placeholders, renders the result to PDF, and returns a shareable Google Drive link β€” fully automated from upload to delivery.

How it works

A Webhook Trigger receives the uploaded file (PDF or DOCX) from your form or API client and passes the binary content downstream for processing.

Identify Document is a GPT-4o pass that reads the document and determines two things: the document type (e.g., Employment Contract, NDA, Lease Agreement, Project Proposal) and the specific variable fields that type of document typically contains. This classification step ensures the second pass has precise, context-aware instructions to work from.