Pre-planning#
Before we begin building the project, we should have a battle plan: What should we name the project, what’s the core issue, etc. At the end of this article, we’ll have a plan for the next steps, that we can follow up on in the next couple of articles.
Project Working Title#
- Automatic Contract Generator
Problem#
- Compiling the contract based on Trello tasks is a time consuming manual task
User#
- Mr. J
Current Process#
1–2 months before a wedding, when all tasks in a Trello column are green (DONE), Mr. J takes the information from all the tasks and copies it into a contract.
Extract data from Trello
Find the following data:
- Number of guests
- Menu
- Beverages
- Flowers
- Location
- Times
- Accommodation
- Special requests
- Prices
Compile a contract:
- Customer information
- Date
- Menu
- Prices
- Payment terms
- Schedule
- Additional services
Approve contract
Send offer
Proposed Solution#
- A full-stack web application that can call the Trello API, retrieve data, and forward it to an AI REST API, which generates a Word/PDF document that can be previewed and downloaded from the user interface.
AI Functionality#
- AI is used to generate the contract in Word/PDF format
MVP#
A REST API that can receive a POST request with data and return a contract in Word/PDF format.
Scope Limitation#
A custom-built solution that can only retrieve data from a single Trello board.
Customer Questions#
- What does a Trello board look like when all data is ready to generate a contract?
- What does a final contract look like?
- Which data is transferred from the Trello board to the contract?
Assumptions#
- That they want a third-party website to generate their contracts.
Next Three Tasks#
- A Java program that can call the Trello API
- Extend the Java program to call OpenAI’s API
- Build a frontend
