Automation library · Documents and files

Process signed DocuSign contracts with Supabase and Claude

Started by another system calling it, and works across Gmail, Outlook and Supabase. 23 steps, 3 branches, 1 loop or waits: large, and worth reading before you trust it with anything live.

Large

23 stepsLarge: read it before trusting it with anything live
3Branches: places the flow splits
1Loop or waits
3Services it connects to

The flow

Starts it 1Logic 8Service 14

The steps in the order they run, from what starts it.

  1. 1DocuSign Connect ListenerWebhookStarts it
  2. 2If Envelope CompletedIfLogic
  3. 3Fetch Assessment by IDHttp RequestService
  4. 4Normalize Assessment DataCodeLogic
  5. 5If Assessment ExistsIfLogic
  6. 6Update Contract Status in SupabaseSupabaseService
  7. 7Upsert Client in SupabaseHttp RequestService
  8. 8If Client Is PilotIfLogic
  9. 9Fetch Signed Contract via HTTPHttp RequestService
  10. 10Send Pilot Welcome via OutlookMicrosoft OutlookService
  11. 11Create Welcome Email DraftHttp RequestService
  12. 12Build Stripe ParametersCodeLogic
  13. 13Generate Session TokenCodeLogic
  14. 14Record Draft Email CostExecute WorkflowLogic
  15. 15Send Welcome Email via OutlookMicrosoft OutlookService
  16. 16Create Customer in StripeHttp RequestService
  17. 17Create Onboarding Session in SupabaseSupabaseService
  18. 18Create Checkout in StripeHttp RequestService
  19. 19Wait 24 Hours Before InviteWaitLogic
  20. 20Save Customer ID in SupabaseHttp RequestService
  21. 21Send Onboarding Invite via OutlookMicrosoft OutlookService
  22. 22Send Payment Link via OutlookMicrosoft OutlookService
  23. 23Send Internal Notification via GmailGmailService

How it's built

Starts on
Another system calling it
Steps
23, with 3 branches, 1 loop or waits
Size
Large: read it before trusting it with anything live
Connects to
Gmail, Outlook, Supabase
Model
None. This is plumbing, not judgement

Questions

What does it need to run?

An n8n account, plus your own Gmail, Outlook and Supabase accounts. You connect your own accounts after importing it; none are included.

What starts it?

It starts on another system calling it.

Does it use AI?

No. Every step is fixed logic or a call to a service, so it does the same thing every time.

How long does it take to set up?

Take your time. At 23 steps it is large: read it before trusting it with anything live.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

Before you run it

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 23 steps before you point it at anything that matters.