Automation library · Data collection

Review and approve NDAs with Google Drive and Google Sheets

Started by an event in a connected app, and works across Email, Google Drive and Google Sheets. It hands the judgement calls to OpenAI. 21 steps, 3 branches: large, and worth reading before you trust it with anything live.

LargeCalls a model: OpenAI

21 stepsLarge: read it before trusting it with anything live
3Branches: places the flow splits
0Loops or waits
3Services it connects to

The flow

Starts it 1Model 2Logic 7Service 11

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

  1. 1Trigger on New Drive FileGoogle Drive triggerStarts it
  2. 2Fetch File from DriveGoogle DriveService
  3. 3Create NDA IdentifierCodeLogic
  4. 4Check File FormatIfLogic
  5. 5Send to Processing FolderGoogle DriveService
  6. 6Handle Extraction ErrorCodeLogic
  7. 7Fetch Processed FileGoogle DriveService
  8. 8Log Extraction ErrorGoogle SheetsService
  9. 9Extract Text from DocumentExtract From FileService
  10. 10Check Text Extraction SuccessIfLogic
  11. 11OpenAI Extract NDA ClausesOpen AiModel
  12. 12Read Playbook from SheetsGoogle SheetsService
  13. 13Prepare for Playbook AnalysisCodeLogic
  14. 14OpenAI Compare with PlaybookOpen AiModel
  15. 15Apply Rules to NDACodeLogic
  16. 16Determine NDA Approval PathIfLogic
  17. 17Send to Approved FolderGoogle DriveService
  18. 18Send to Legal Review FolderGoogle DriveService
  19. 19Log Auto Approval in SheetsGoogle SheetsService
  20. 20Notify Legal Review TeamEmail SendService
  21. 21Log Legal Review in SheetsGoogle SheetsService

How it's built

Starts on
An event in a connected app
Steps
21, with 3 branches
Size
Large: read it before trusting it with anything live
Connects to
Email, Google Drive, Google Sheets
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own Email, Google Drive and Google Sheets accounts, and a key for OpenAI. You connect your own accounts after importing it; none are included.

What starts it?

It starts on an event in a connected app.

Does it use AI?

Yes. It calls OpenAI. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Take your time. At 21 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 21 steps before you point it at anything that matters.