{"workflow":{"id":11849,"name":"Generate AI-powered contracts with OpenAI, e-signature, Gmail and Sheets","views":63,"recentViews":0,"totalViews":63,"createdAt":"2025-12-16T07:23:20.921Z","description":"## Contract Template Generator with E-Signature Integration\n\n### What this workflow does\n\nThis workflow automates the full contract lifecycle—from request intake to document generation and electronic signature completion.\n\nIt receives contract requests via webhook, generates customized contract documents using AI, converts them into professionally formatted HTML, and sends them to an e-signature service for execution. The workflow pauses until signatures are completed, then records outcomes and notifies all parties accordingly.\n\nThis template is designed to reduce legal and operational overhead while ensuring consistent, trackable, and scalable contract management.\n\n---\n\n### How it works\n\n1. **Contract request intake**\n   - Triggered by a webhook or external form.\n   - Validates required fields such as contract type and signatories.\n   - Generates a unique contract ID for tracking.\n\n2. **Contract data preparation**\n   - Normalizes contract metadata (dates, value, currency).\n   - Stores party and term information for downstream processing.\n\n3. **Template routing**\n   - Routes requests based on contract type (e.g., NDA, Service Agreement, Employment).\n   - Applies predefined base terms for each contract category.\n   - Falls back to a generic template if no specific type is matched.\n\n4. **AI-powered contract generation**\n   - An AI agent generates a complete contract in Markdown format.\n   - Suggests additional clauses and provides a brief risk assessment.\n   - Ensures a consistent contract structure across types.\n\n5. **Document processing**\n   - Converts Markdown into HTML for professional presentation.\n   - Prepares signer metadata, signing order, and deadlines.\n\n6. **E-signature request**\n   - Sends the document to an e-signature service (e.g., DocuSign, HelloSign).\n   - Emails all signatories with signing instructions.\n   - Uses a Wait node to pause execution until a signature webhook is received.\n\n7. **Signature result handling**\n   - Processes webhook callbacks for completed, pending, or expired signatures.\n   - Updates contract status accordingly.\n\n8. **Completion & notifications**\n   - Logs signed or expired contracts to Google Sheets.\n   - Sends confirmation, reminder, or expiration emails to all parties.\n   - Responds to the original webhook with a structured status message.\n\n---\n\n### Setup requirements\n\nBefore activating this workflow, make sure to:\n\n- Connect the contract request webhook to your intake form or system.\n- Configure contract types and base terms as needed.\n- Set up your e-signature provider webhook callback URL.\n- Prepare Google Sheets for contract logging.\n- Customize email me\n","workflow":{"id":"ASwWItOn7uLqwkZl","meta":{"instanceId":"15d6057a37b8367f33882dd60593ee5f6cc0c59310ff1dc66b626d726083b48d"},"name":"Contract Template Generator with E-Signature Integration","tags":[],"nodes":[{"id":"ce89136e-5810-4f42-b2a6-6ce919081de1","name":"Sticky Note","type":"n8n-nodes-base.stickyNote","position":[-464,-336],"parameters":{"width":340,"height":420,"content":"## Contract Template Generator with E-Signature Integration\n\n### Overview\nAutomatically generates customized contract documents based on client requirements, uses AI to suggest optimal terms, and integrates with electronic signature services for seamless contract execution.\n\n### Key Features\n- **AI-Powered Contract Customization**: Intelligent clause suggestions based on contract type\n- **Markdown to HTML Conversion**: Professional document formatting\n- **Wait for Signature Webhook**: Pauses workflow until document is signed\n- **Multi-Party Signature Support**: Handles multiple signatories\n\n### Required Credentials\n- OpenAI API\n- E-Signature Service API (DocuSign/HelloSign)\n- SMTP/Gmail for notifications"},"typeVersion":1},{"id":"004d7bf0-f75b-4567-841e-dea81f165245","name":"Sticky Note1","type":"n8n-nodes-base.stickyNote","position":[-32,0],"parameters":{"color":7,"width":280,"height":524,"content":"### Step 1: Contract Request Intake\n- Receives contract request via webhook\n- Validates required fields (contract type, parties, terms)\n- Generates unique contract ID for tracking"},"typeVersion":1},{"id":"f518c643-e7fa-4498-accc-f145fb71dd1c","name":"Sticky Note2","type":"n8n-nodes-base.stickyNote","position":[432,-112],"parameters":{"color":7,"width":460,"height":672,"content":"### Step 2: AI Contract Generation\n- Routes to appropriate template by contract type\n- AI Agent analyzes contract requirements\n- Suggests optimal terms and clauses\n- Generates Markdown-formatted contract draft"},"typeVersion":1},{"id":"6f4e6192-9d2e-4dd8-a7da-6ed742c47b4a","name":"Sticky Note3","type":"n8n-nodes-base.stickyNote","position":[1184,-112],"parameters":{"color":7,"width":420,"height":684,"content":"### Step 3: Document Processing & Signature Request\n- Converts Markdown to HTML for professional formatting\n- Sends document to e-signature service\n- Uses Wait node to pause until signature webhook received"},"typeVersion":1},{"id":"53e93fbf-dd03-4c7d-b165-2f3b72eeeba1","name":"Sticky Note4","type":"n8n-nodes-base.stickyNote","position":[1824,-112],"parameters":{"color":7,"width":380,"height":576,"content":"### Step 4: Completion & Notification\n- Processes signature confirmation from webhook\n- Logs completed contract details to Google Sheets\n- Sends confirmation emails to all parties\n- Handles expired/pending signature scenarios"},"typeVersion":1},{"id":"f23b334c-1139-45aa-9eff-0a8087cb2a10","name":"Contract Request Webhook","type":"n8n-nodes-base.webhook","position":[48,208],"webhookId":"contract-request","parameters":{"path":"contract-request","options":{},"httpMethod":"POST","responseMode":"responseNode"},"typeVersion":2},{"id":"f0acca3d-f5df-475d-888d-14e80f373b49","name":"Validate Contract Request","type":"n8n-nodes-base.if","position":[272,208],"parameters":{"options":{},"conditions":{"options":{"caseSensitive":true,"typeValidation":"loose"},"combinator":"and","conditions":[{"id":"check-type","operator":{"type":"string","operation":"exists"},"leftValue":"={{ $json.body.contractType }}","rightValue":""},{"id":"check-parties","operator":{"type":"array","operation":"notEmpty"},"leftValue":"={{ $json.body.parties }}","rightValue":""}]}},"typeVersion":2},{"id":"1e3be390-afc2-4326-9b55-b5150ffb5465","name":"Invalid Request Response","type":"n8n-nodes-base.set","position":[480,368],"parameters":{"options":{},"assignments":{"assignments":[{"id":"1","name":"error","type":"boolean","value":"true"},{"id":"2","name":"message","type":"string","value":"Missing required fields: contractType and parties array are required"}]}},"typeVersion":3.4},{"id":"c15f0e96-584b-4870-984c-154be193c2f8","name":"Prepare Contract Data","type":"n8n-nodes-base.set","position":[480,208],"parameters":{"options":{},"assignments":{"assignments":[{"id":"1","name":"contractId","type":"string","value":"={{ 'CTR-' + $now.format('yyyyMMdd') + '-' + Math.random().toString(36).substring(2, 8).toUpperCase() }}"},{"id":"2","name":"contractType","type":"string","value":"={{ $json.body.contractType }}"},{"id":"3","name":"parties","type":"object","value":"={{ $json.body.parties }}"},{"id":"4","name":"customTerms","type":"string","value":"={{ $json.body.customTerms || '' }}"},{"id":"5","name":"effectiveDate","type":"string","value":"={{ $json.body.effectiveDate || $now.format('yyyy-MM-dd') }}"},{"id":"6","name":"expirationDate","type":"string","value":"={{ $json.body.expirationDate || '' }}"},{"id":"7","name":"value","type":"number","value":"={{ $json.body.contractValue || 0 }}"},{"id":"8","name":"currency","type":"string","value":"={{ $json.body.currency || 'USD' }}"},{"id":"9","name":"requestedAt","type":"string","value":"={{ $now.toISO() }}"}]}},"typeVersion":3.4},{"id":"05e7de11-0253-44a8-98c3-b7803689fe2d","name":"Route by Contract Type","type":"n8n-nodes-base.switch","position":[704,208],"parameters":{"rules":{"values":[{"conditions":{"combinator":"and","conditions":[{"operator":{"type":"string","operation":"equals"},"leftValue":"={{ $json.contractType }}","rightValue":"NDA"}]}},{"conditions":{"combinator":"and","conditions":[{"operator":{"type":"string","operation":"equals"},"leftValue":"={{ $json.contractType }}","rightValue":"SERVICE"}]}},{"conditions":{"combinator":"and","conditions":[{"operator":{"type":"string","operation":"equals"},"leftValue":"={{ $json.contractType }}","rightValue":"EMPLOYMENT"}]}}]},"options":{"fallbackOutput":"extra"}},"typeVersion":3.2},{"id":"574932b8-79f0-4b8c-8f68-b109296f830a","name":"NDA Template Base","type":"n8n-nodes-base.set","position":[928,48],"parameters":{"options":{},"assignments":{"assignments":[{"id":"1","name":"templateType","type":"string","value":"Non-Disclosure Agreement"},{"id":"2","name":"baseTerms","type":"string","value":"Confidentiality period: 2 years, Scope: All proprietary information, Exceptions: Publicly known information"}]}},"typeVersion":3.4},{"id":"3cb67007-c983-4143-a0b4-ab7e757963f3","name":"Service Agreement Base","type":"n8n-nodes-base.set","position":[928,208],"parameters":{"options":{},"assignments":{"assignments":[{"id":"1","name":"templateType","type":"string","value":"Service Agreement"},{"id":"2","name":"baseTerms","type":"string","value":"Payment terms: Net 30, Warranty: 90 days, Liability cap: Contract value"}]}},"typeVersion":3.4},{"id":"245cdb87-1937-4b4e-a0a0-503cab265af1","name":"Employment Contract Base","type":"n8n-nodes-base.set","position":[928,368],"parameters":{"options":{},"assignments":{"assignments":[{"id":"1","name":"templateType","type":"string","value":"Employment Contract"},{"id":"2","name":"baseTerms","type":"string","value":"Probation: 90 days, Notice period: 2 weeks, Benefits: Standard package"}]}},"typeVersion":3.4},{"id":"606d52b7-e2b5-4b42-9a8e-a626740315d3","name":"Generic Contract Base","type":"n8n-nodes-base.set","position":[928,528],"parameters":{"options":{},"assignments":{"assignments":[{"id":"1","name":"templateType","type":"string","value":"General Agreement"},{"id":"2","name":"baseTerms","type":"string","value":"Standard commercial terms apply"}]}},"typeVersion":3.4},{"id":"0e6990f5-dfc1-4cb4-9aff-18d1a870e943","name":"Merge Template Data","type":"n8n-nodes-base.merge","position":[1152,208],"parameters":{"mode":"chooseBranch"},"typeVersion":3},{"id":"5c46e53d-62d2-4055-a180-dee791e47615","name":"AI Contract Advisor","type":"@n8n/n8n-nodes-langchain.agent","position":[1344,208],"parameters":{"text":"=You are a legal contract specialist. Generate a professional contract based on the following:\n\nContract Type: {{ $('Prepare Contract Data').first().json.contractType }}\nTemplate: {{ $json.templateType }}\nBase Terms: {{ $json.baseTerms }}\nCustom Terms Requested: {{ $('Prepare Contract Data').first().json.customTerms || 'None specified' }}\nParties: {{ JSON.stringify($('Prepare Contract Data').first().json.parties) }}\nEffective Date: {{ $('Prepare Contract Data').first().json.effectiveDate }}\nContract Value: {{ $('Prepare Contract Data').first().json.value }} {{ $('Prepare Contract Data').first().json.currency }}\n\nGenerate the contract in Markdown format with the following structure:\n1. Title and Contract ID\n2. Parties section\n3. Recitals/Background\n4. Key Terms and Conditions\n5. Obligations of each party\n6. Payment terms (if applicable)\n7. Term and termination\n8. Confidentiality clause\n9. Governing law\n10. Signature blocks\n\nReturn ONLY valid JSON with keys:\n- contractMarkdown: The full contract in Markdown format\n- suggestedClauses: Array of 3 additional recommended clauses\n- riskAssessment: Brief assessment of contract risk level (low/medium/high) with reason","options":{"systemMessage":"You are an expert legal contract advisor. Generate professional, legally sound contract documents. Always output valid JSON."},"promptType":"define"},"typeVersion":1.7},{"id":"373f6f64-dd98-45f9-a615-a3e1629d2b52","name":"OpenAI Chat Model","type":"@n8n/n8n-nodes-langchain.lmChatOpenAi","position":[1344,432],"parameters":{"model":"gpt-4o-mini","options":{"temperature":0.3}},"typeVersion":1.2},{"id":"f5dd9e83-0fdb-489a-baa4-d3439093dee9","name":"Parse AI Contract Response","type":"n8n-nodes-base.code","position":[1568,208],"parameters":{"jsCode":"const contractData = $('Prepare Contract Data').first().json;\nconst aiResponse = $input.first().json;\n\nlet parsedContent = {};\ntry {\n  const outputText = aiResponse.output || '{}';\n  const jsonMatch = outputText.match(/\\{[\\s\\S]*\\}/);\n  if (jsonMatch) {\n    parsedContent = JSON.parse(jsonMatch[0]);\n  }\n} catch (e) {\n  parsedContent = {\n    contractMarkdown: '# Contract\\n\\nError generating contract content.',\n    suggestedClauses: ['Force Majeure', 'Dispute Resolution', 'Amendment Process'],\n    riskAssessment: 'medium - Unable to fully assess'\n  };\n}\n\nreturn [{\n  json: {\n    ...contractData,\n    contractMarkdown: parsedContent.contractMarkdown || '# Contract Document',\n    suggestedClauses: parsedContent.suggestedClauses || [],\n    riskAssessment: parsedContent.riskAssessment || 'medium',\n    generatedAt: new Date().toISOString()\n  }\n}];"},"typeVersion":2},{"id":"57000b29-1b1a-49c4-a882-0c6b164ab551","name":"Convert Markdown to HTML","type":"n8n-nodes-base.markdown","position":[1792,208],"parameters":{"mode":"markdownToHtml","options":{"tables":true,"strikethrough":true,"simpleLineBreaks":true},"markdown":"={{ $json.contractMarkdown }}","destinationKey":"contractHtml"},"typeVersion":1},{"id":"37d002c5-1b45-452f-aa77-cd56f5def4a2","name":"Prepare Signature Request","type":"n8n-nodes-base.code","position":[2000,208],"parameters":{"jsCode":"const data = $input.first().json;\nconst parties = data.parties || [];\n\nconst signers = parties.map((party, index) => ({\n  signerId: 'signer_' + (index + 1),\n  name: party.name,\n  email: party.email,\n  role: party.role || 'Signatory',\n  order: index + 1\n}));\n\nreturn [{\n  json: {\n    ...data,\n    signers: signers,\n    documentTitle: data.templateType + ' - ' + data.contractId,\n    signingDeadline: new Date(Date.now() + 7 * 24 * 60 * 60 * 1000).toISOString(),\n    webhookUrl: $execution.resumeUrl\n  }\n}];"},"typeVersion":2},{"id":"5b9ee987-f85f-453e-81a8-97c770c48280","name":"Send to E-Signature Service","type":"n8n-nodes-base.httpRequest","position":[2224,208],"parameters":{"url":"https://api.esignature-service.example.com/envelopes","method":"POST","options":{},"jsonBody":"={\n  \"envelope_id\": \"{{ $json.contractId }}\",\n  \"document_title\": \"{{ $json.documentTitle }}\",\n  \"document_html\": {{ JSON.stringify($json.contractHtml) }},\n  \"signers\": {{ JSON.stringify($json.signers) }},\n  \"webhook_url\": \"{{ $json.webhookUrl }}\",\n  \"deadline\": \"{{ $json.signingDeadline }}\"\n}","sendBody":true,"specifyBody":"json","authentication":"predefinedCredentialType","nodeCredentialType":"httpHeaderAuth"},"typeVersion":4.2},{"id":"044abe06-c6ff-45f2-9f00-0b0d60f0e8f5","name":"Send Signing Request Email","type":"n8n-nodes-base.gmail","position":[2448,96],"webhookId":"cf2d6407-1f3f-4695-b101-fc52a83fe3e0","parameters":{"sendTo":"={{ $json.signers.map(s => s.email).join(', ') }}","message":"=Dear Signatory,\n\nA contract document is ready for your signature.\n\nContract ID: {{ $json.contractId }}\nDocument: {{ $json.documentTitle }}\nDeadline: {{ $json.signingDeadline }}\n\nPlease review and sign the document at your earliest convenience.\n\nBest regards,\nContract Management System","options":{},"subject":"=Contract Ready for Signature: {{ $json.documentTitle }}"},"typeVersion":2.1},{"id":"410c3dfb-48a9-4884-a5a9-06b6360f169c","name":"Wait for Signature Webhook","type":"n8n-nodes-base.wait","position":[2448,272],"webhookId":"5b859952-1901-4bdb-8d0a-858fc07637fd","parameters":{"resume":"webhook","options":{},"httpMethod":"POST","resumeUnit":"days","resumeAmount":7,"limitWaitTime":true},"typeVersion":1.1},{"id":"295ca481-6ed5-436e-8171-f9e82269feaf","name":"Process Signature Result","type":"n8n-nodes-base.code","position":[2672,272],"parameters":{"jsCode":"const webhookData = $input.first().json;\nconst originalData = $('Prepare Signature Request').first().json;\n\nconst isComplete = webhookData.body?.status === 'completed' || webhookData.body?.event === 'envelope_completed';\nconst isExpired = webhookData.body?.status === 'expired' || !webhookData.body;\n\nreturn [{\n  json: {\n    contractId: originalData.contractId,\n    documentTitle: originalData.documentTitle,\n    status: isComplete ? 'SIGNED' : (isExpired ? 'EXPIRED' : 'PENDING'),\n    signedAt: isComplete ? new Date().toISOString() : null,\n    signers: originalData.signers,\n    signatureDetails: webhookData.body || {},\n    effectiveDate: originalData.effectiveDate,\n    expirationDate: originalData.expirationDate,\n    value: originalData.value,\n    currency: originalData.currency\n  }\n}];"},"typeVersion":2},{"id":"bad71063-390f-4160-891d-deecd502ec5d","name":"Check Signature Status","type":"n8n-nodes-base.if","position":[2880,272],"parameters":{"options":{},"conditions":{"options":{"caseSensitive":true,"typeValidation":"strict"},"combinator":"and","conditions":[{"id":"check-signed","operator":{"type":"string","operation":"equals"},"leftValue":"={{ $json.status }}","rightValue":"SIGNED"}]}},"typeVersion":2},{"id":"b0e252a8-7b89-40e1-b463-e6e890f0efdf","name":"Log Completed Contract","type":"n8n-nodes-base.googleSheets","position":[3120,160],"parameters":{"operation":"append","sheetName":{"__rl":true,"mode":"list","value":""},"documentId":{"__rl":true,"mode":"list","value":""}},"typeVersion":4.5},{"id":"5d9c0856-fa6f-47a6-89a8-19ee12a921a6","name":"Send Completion Email","type":"n8n-nodes-base.gmail","position":[3344,160],"webhookId":"232c8a64-3da5-4d9c-9994-6479c326a9cf","parameters":{"sendTo":"={{ $json.signers.map(s => s.email).join(', ') }}","message":"=Dear All,\n\nThe contract has been successfully signed by all parties.\n\nContract ID: {{ $json.contractId }}\nDocument: {{ $json.documentTitle }}\nSigned At: {{ $json.signedAt }}\nEffective Date: {{ $json.effectiveDate }}\n\nA copy of the signed document will be sent separately.\n\nThank you for your cooperation.\n\nBest regards,\nContract Management System","options":{},"subject":"=Contract Signed: {{ $json.documentTitle }}"},"typeVersion":2.1},{"id":"38eb1af3-9dec-4584-b707-5b5695c6ca20","name":"Log Expired or Pending","type":"n8n-nodes-base.googleSheets","position":[3120,400],"parameters":{"operation":"append","sheetName":{"__rl":true,"mode":"list","value":""},"documentId":{"__rl":true,"mode":"list","value":""}},"typeVersion":4.5},{"id":"a689643d-343d-4cad-911a-1546e1cfb645","name":"Send Reminder or Expiry Email","type":"n8n-nodes-base.gmail","position":[3344,400],"webhookId":"30853491-d62d-4f8b-8975-2b9d0b520eae","parameters":{"sendTo":"={{ $json.signers.map(s => s.email).join(', ') }}","message":"=Dear Signatory,\n\nThe contract signing request has {{ $json.status === 'EXPIRED' ? 'expired' : 'not been completed' }}.\n\nContract ID: {{ $json.contractId }}\nDocument: {{ $json.documentTitle }}\nStatus: {{ $json.status }}\n\n{{ $json.status === 'EXPIRED' ? 'Please contact the sender if you still wish to proceed with this contract.' : 'Please sign the document at your earliest convenience.' }}\n\nBest regards,\nContract Management System","options":{},"subject":"=Contract {{ $json.status }}: {{ $json.documentTitle }}"},"typeVersion":2.1},{"id":"0f8723aa-a47c-4bea-8138-795b2943efcc","name":"Merge Final Results","type":"n8n-nodes-base.merge","position":[3568,272],"parameters":{"mode":"chooseBranch"},"typeVersion":3},{"id":"93ccaf19-0657-4822-90d6-926f8c9a4940","name":"Respond to Webhook","type":"n8n-nodes-base.respondToWebhook","position":[3792,272],"parameters":{"options":{},"respondWith":"json","responseBody":"={\n  \"success\": true,\n  \"contractId\": \"{{ $('Prepare Contract Data').first().json.contractId }}\",\n  \"status\": \"Contract request processed\",\n  \"message\": \"Contract has been generated and sent for 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