Automation library · Documents and files

Send, chase, and e-signature with Airtable and TurboDocx

Started by a clock, and works across Airtable, Gmail, Google Drive and Slack. 33 steps, 1 branch, 1 loop or waits: large, and worth reading before you trust it with anything live.

Large

Download free
33 stepsLarge: read it before trusting it with anything live
1Branch: places the flow splits
1Loop or waits
4Services it connects to

The flow

Starts it 3Logic 3Service 27

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

  1. 1Watch contracts folder in DriveGoogle Drive triggerStarts it
  2. 2Every morningSchedule triggerStarts it
  3. 3Agreement reached a final stateTurbo Docx triggerStarts it
  4. 4Post batch started to SlackSlackService
  5. 5Get outstanding agreements from AirtableAirtableService
  6. 6Find the Airtable row by document IDAirtableService
  7. 7Get contracts ready to send from AirtableAirtableService
  8. 8Keep only unsigned for 3+ daysCodeLogic
  9. 9Signed or killed?IfLogic
  10. 10Loop over each contractSplit In BatchesLogic
  11. 11Send reminder with TurboDocxTurbo DocxService
  12. 12Download signed agreementTurbo DocxService
  13. 13Mark declined in AirtableAirtableService
  14. 14Generate agreement with TurboDocxTurbo DocxService
  15. 15Record reminder in AirtableAirtableService
  16. 16File signed agreement in DriveGoogle DriveService
  17. 17Post declined to SlackSlackService
  18. 18Mark generated in AirtableAirtableService
  19. 19Post send failure to SlackSlackService
  20. 20Post reminder sent to SlackSlackService
  21. 21Get audit trailTurbo DocxService
  22. 22Post document generated to SlackSlackService
  23. 23Mark failed in AirtableAirtableService
  24. 24Convert audit trail to a fileConvert To FileService
  25. 25Download the agreement as PDFTurbo DocxService
  26. 26File audit trail in DriveGoogle DriveService
  27. 27Send agreement for signatureTurbo DocxService
  28. 28Mark signed in AirtableAirtableService
  29. 29Mark sent for signature in AirtableAirtableService
  30. 30Post signed to SlackSlackService
  31. 31Post sent for signature to SlackSlackService
  32. 32Fetch signed PDF for the emailTurbo DocxService
  33. 33Email accounting the executed contractGmailService

How it's built

Starts on
A clock
Steps
33, with 1 branch, 1 loop or waits
Size
Large: read it before trusting it with anything live
Connects to
Airtable, Gmail, Google Drive, Slack
Model
None. This is plumbing, not judgement

Questions

What does it need to run?

An n8n account, plus your own Airtable, Gmail, Google Drive and Slack accounts. You connect your own accounts after importing it; none are included.

What starts it?

It starts on a clock.

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 33 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 33 steps before you point it at anything that matters.