# Track contract signatures and onboard clients with Airtable: n8n workflow

> Started by another system calling it, and works across Airtable, Gmail, Slack and Trello. It hands the judgement calls to Groq.

Source: https://millionrounds.com/workflow/track-contract-signatures-and-onboard-clients-with-airtable (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [Documents and files](https://millionrounds.com/workflows?category=Documents+and+files#library)

# Track contract signatures and onboard clients with Airtable

Started by another system calling it, and works across Airtable, Gmail, Slack and Trello. It hands the judgement calls to Groq. 21 steps, 3 branches: large, and worth reading before you trust it with anything live.

Large Calls a model: Groq

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Ftrack-contract-signatures-and-onboard-clients-with-airtable)

**21 steps** Large: read it before trusting it with anything live

**3** Branches: places the flow splits

**0** Loops or waits

**4** Services it connects to

## The flow

Starts it 2 Model 3 Logic 7 Service 9

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

- 1 **When Contract Signed** Webhook *Starts it*
- 2 **AI Checklist Chat Model** Lm Chat Groq *Model*
- 3 **Parse Checklist Data** Output Parser Structured *Model*
- 4 **Daily 9am Stale Contract Check** Schedule trigger *Starts it*
- 5 **Set Initial Configurations** Set *Logic*
- 6 **Onboarding Checklist Generator** Chain Llm *Model*
- 7 **Set Stale Contract Configs** Set *Logic*
- 8 **Verify Webhook Shared Secret** Code *Logic*
- 9 **Check High-Value Contract** If *Logic*
- 10 **Dispatch Onboarding Email** Gmail *Service*
- 11 **Add Task to Trello** Trello *Service*
- 12 **Inform Sales Team** Slack *Service*
- 13 **Retrieve Stale Contracts** Airtable *Service*
- 14 **Check Request Validity** If *Logic*
- 15 **Notify Manager via Slack** Slack *Service*
- 16 **Identify Truly Stale Contracts** Code *Logic*
- 17 **Check Contract Completion** If *Logic*
- 18 **Alert Cold Contract to Sales** Slack *Service*
- 19 **Find Contract in Airtable** Airtable *Service*
- 20 **Log Airtable Status Update** Airtable *Service*
- 21 **Update CRM Status to Signed** Airtable *Service*

## How it's built

- **Starts on:** Another system calling it
- **Steps:** 21, with 3 branches
- **Size:** Large: read it before trusting it with anything live
- **Connects to:** Airtable, Gmail, Slack, Trello
- **Model:** Groq

## Questions

What does it need to run?

An n8n account, plus your own Airtable, Gmail, Slack and Trello accounts, and a key for Groq. 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?

Yes. It calls Groq. 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.

## Run it in n8n

- **Create your n8n account** Free to start. n8n is where the workflow runs. [Create an n8n account ↗](https://millionrounds.com/n8n)
- **Download the workflow** Free with a Millionrounds account. [Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Ftrack-contract-signatures-and-onboard-clients-with-airtable)
- **Paste it into n8n** Open a new workflow in n8n and paste. Then connect your own accounts.

Stored with the author's traces removed: canvas notes, instance identifiers, saved credential names and any live document they had left behind.

## Connects to

Each opens the other workflows that use it.

[Airtable](https://millionrounds.com/workflows?service=Airtable#library)[Gmail](https://millionrounds.com/workflows?service=Gmail#library)[Slack](https://millionrounds.com/workflows?service=Slack#library)[Trello](https://millionrounds.com/workflows?service=Trello#library)

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Also documents and files, with the same services where possible, closest in size first.

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