Operations Beginner 36 min

Automate Contract Workflows Easily

Learn how to build an automated workflow in n8n that personalizes and sends templated documents like NDAs with minimal manual effort.

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Integrations

25 credits
Set Up Polling in n8n icon

Set Up Polling in n8n

Learn to use polling to monitor changes and execute workflows

25 credits
Set Up Error Logging in n8n icon

Set Up Error Logging in n8n

With Error Logging, you can track, diagnose, and respond to errors automatically.

Project Resources

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n8n Workflow File

The ready-to-import n8n workflow file with all nodes and settings.

5 credits

About This Project

If you’re spending time manually customizing and sending documents like contracts, NDAs, or invoices, this tutorial is for you. In this beginner-friendly walkthrough, you'll learn how to use n8n, a powerful automation platform, to streamline repetitive document tasks. The video walks through: Setting up a document template with variable placeholders Creating a webform for structured data collection Auto-filling a Google Doc using dynamic inputs Exporting the file as a PDF Emailing the completed document to the right person You’ll also get a clear explanation of each step inside n8n—from form data input to Google Docs and Gmail integration—so you can understand the why behind every action. This is a practical guide for anyone wanting to reduce admin work, create scalable workflows, and start using no-code automation confidently.

Project Assets

10-Min Project Walkthrough thumbnail

10-Min Project Walkthrough

A 3-10 min walk through of the project, showing all nodes and explaining the build.

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Full Tutorial Video

The complete tutorial video with clear, step-by-step instructions you can repeat.

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Expansion Ideas

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Expansion Ideas

Client Onboarding Workflow — Collect client info via form and auto-generate welcome packets, contracts, or onboarding emails.

Job Offer Automation — Send personalized offer letters to new hires using HR form inputs and Google Docs templates.

Freelancer Invoicing Flow — Auto-fill and send invoices based on project submission forms or time-tracking data.

Event Registration Confirmations — Generate and send branded PDF confirmations with event-specific info.

Partnership Agreement Sender — Use a partnership inquiry form to auto-create and send tailored NDAs or agreements.

School or Course Certificates — Collect student info and automatically send customized certificates after course completion.

Service Proposal Generator — Build a workflow that generates tailored proposals from client discovery forms.

Real Estate Listing Sheets — Fill out and send property spec sheets from realtor input forms.

Legal Form Preparer — Automate intake and population of standard legal forms for repeat-use scenarios.

Newsletter or Blog Syndication — Turn content drafts into formatted PDFs for easy distribution or archiving.

Integration

Full guide coming soon.