Review contract risks and route approvals with Google Drive, OpenAI, and Gmail
Go to WorkflowDescription
Quick overview
This workflow monitors a Google Drive folder for new contract PDFs, extracts and analyzes their text with OpenAI, routes the contract for email-based approval via Gmail based on contract value and policy risks, and logs the final decision to Google Sheets.
How it works
Triggers every minute when a new file is created in a specified Google Drive folder.
Validates the file is a PDF, downloads it from Google Drive, and extracts the contract text.
Sends the extracted text to OpenAI (gpt-4o-mini) to return structured JSON with key contract fields and clause indicators.
Applies company policy rules to compute missing required clauses, risk flags, a risk score, and an approval route.
Routes the contract to Legal, Finance, or a Department Manager via Gmail approval emails based on the extracted contract value.
Waits for the recipient to approve or decline and then appends the approved or rejected outcome to a Google Sheets log.
Setup
Connect Google Drive credentials and set the folder ID to watch for new contract uploads.
Add an OpenAI credential and confirm the model selection (gpt-4o-mini) meets your compliance and data-handling requirements.
Connect a Gmail account for “send and wait” approval emails and replace the recipient email addresses with your reviewers.
Connect Google Sheets credentials and update the spreadsheet ID/sheet tab used to append approved and rejected contract records.
Additional info
Connect with us:
Website: https://www.intuz.com/n8n-workflow-automation-templates/
Email: [email protected]
LinkedIn: https://www.linkedin.com/company/intuz
Get Started: https://n8n.partnerlinks.io/intuz
For Custom Worflow Automation
https://www.intuz.com/get-started/