🔬 Review contract risks and route approvals with Google Drive, OpenAI, and Gmail
⚡ 26 views · 🔬 Document Extraction & Analysis
Description
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: getstarted@intuz.com LinkedIn: https://www.linkedin.com/company/intuz
For Custom Workflow Automation
Get Started: https://n8n.partnerlinks.io/intuz
🔗 Nodes Used
Google Sheets, Google Drive, Gmail, Google Drive Trigger, Extract from File, OpenAI
📥 Import
Download workflow.json and import into n8n:
Workflow menu → Import from File