🔬 Classify contracts and track renewals with easybits, Google Drive and Sheets

⚡ 16 views · 🔬 Document Extraction & Analysis

Description

What this workflow does

Drop a contract (PDF, JPG, PNG) into a watched Google Drive folder. easybits Extractor classifies it (SaaS / Lease / Service / Insurance / Other) and pulls every renewal-relevant field in a single call. A Set node calculates the contract’s end date and the cancellation deadline. The classified contract is appended to the matching tab in a single Google Sheet – your source of truth for every renewal in the company.

Setup guide

1. Install the easybits Extractor node

• n8n Cloud: Already available, no install needed.
• Self-hosted: Settings → Community Nodes → install @easybits/n8n-nodes-extractor.

2. Create your easybits pipeline Go to extractor.easybits.tech and create a pipeline with these fields:

• contract_class (string) – enum: saas_subscription, lease_agreement, service_contract, insurance_policy, other. Returns null if not a contract.
• client_name (string)
• provider_name (string)
• start_date (string, ISO format YYYY-MM-DD)
• initial_term_months (number)
• renewal_term_months (number)
• auto_renew (string – “true”/“false”)
• notice_period_days (number)
• contract_value (number)
• client_signatory_name (string)
• provider_signatory_name (string)

Paste your Pipeline ID and connect your credentials in the easybits: Classify & Extract Contract node.

3. Create your Google Drive folder Create a folder (e.g. “Incoming Contracts”) and paste its ID into the Watch Contract Folder node.

4. Create your Google Sheet Create one Google Sheet with five tabs: SaaS, Leases, Services, Insurance, Other.

Header row on every tab: Start Date | Client Name | Provider Name | Contract Value | Initial Term Months | Renewal Term Months | Auto Renew | Notice Period Days | End Date | Cancellation Deadline | Contract Class | Client Signatory Name | Provider Signatory Name

Paste the Sheet ID into all 5 Google Sheets nodes.

5. Connect credentials

• easybits Extractor → your easybits API key
• Google Drive → OAuth (used by both trigger and download)
• Google Sheets → OAuth

6. Activate and test Turn the workflow on, drop a contract PDF into the watched folder, and watch the correct tab fill up.

Field notes

• auto_renew stays as a string (“true”/“false”) because the easybits Extractor doesn’t yet expose a boolean type. Part 2 handles the conversion.
• notice_period_days is critical – without it, the cancellation deadline defaults to the end date, which is usually too late for contracts with 60–90 day notice clauses.
• Supports PDF, JPG, and PNG only. Dropping other file types (Word, ODS, etc.) will error – add a mime-type filter before the Extractor if that’s a real concern for your setup.

🔗 Nodes Used

Google Sheets, Google Drive, Google Drive Trigger

📥 Import

Download workflow.json and import into n8n: Workflow menu → Import from File

📖 Importing guide · 🔑 Credential setup