🔬 Generate & email custom NDA documents from web form submissions

⚡ 168 views · 🔬 Document Extraction & Analysis

Description

> ⚠️ Notice:
> This workflow uses the HTML to Docx node from customjs.space, which requires a self-hosted n8n instance and a CustomJS API key.

Landingpage → NDA Word Document (Docx) → Email Workflow

This workflow demonstrates how to:

1. Serve a landing page for requesting an NDA.
2. Receive form submissions from users.
3. Generate a Word Document (Docx) version of the NDA populated with the submitted data.
4. Send the completed NDA via email to a recipient.

Workflow Overview

1. Landingpage Endpoint

• Node: Landingpage Endpoint (Webhook)
• Hosts the landing page and passes the URL dynamically to the HTML node.

2. Set Form Endpoint

• Node: Set Form Endpoint
• Stores the landing page webhook URL into a variable FormEndpoint for the HTML form to submit to.

3. HTML for Landingpage

• Node: HTML for Landingpage

• Renders a user-friendly landing page with a form for users to fill in their personal details:

  • First Name
  • Last Name
  • Address
  • House No.
  • Postal Code
  • City
  • Country

• Includes success and error messages after submission.

• Submits data as JSON to the FormData Endpoint.

4. Respond to Webhook

• Node: Respond to Webhook
• Returns the landing page HTML to the visitor when accessing the landing page URL.

5. FormData Endpoint

• Node: FormData Endpoint (Webhook)
• Receives the submitted form data from the landing page.
• Passes data to the NDA (HTML Version) node.

6. NDA (HTML Version)

• Node: NDA (HTML Version)

• Generates a personalized NDA document in HTML using the submitted form data:

  • Populates recipient details (name, address, city, country, etc.)
  • NDA clauses include:
    1. Definition of Confidential Information
    2. Obligations of the Recipient
    3. Exclusions
    4. Duration
    5. Return or Destruction of information
    6. Governing Law (England & Wales)

7. HTML to Docx

• Node: HTML to Docx
• Converts the HTML NDA to a Word Document (Docx) using the CustomJS PDF/Docx Toolkit.
• Requires a CustomJS API key (Coding Service credential).

8. Send Email

• Node: Send email

• Sends the generated NDA Docx as an email attachment.

• Email configuration:

  • From: test@test.de

  • To: test@testmail.com

  • Subject: NDA

  • Body Text:

    Hello,
    
    Here is the requested NDA form.
    
    Best
    Henrik

• Uses SMTP credentials for sending emails.

Notes

• Sticky Notes provide internal documentation and guidance for the workflow:

  • Sticky Note1 – Landingpage server info
  • Sticky Note – FormData endpoint info

• Dynamic Form Submission: The form posts JSON to the FormData Endpoint.

• Automation Flow: Landingpage → Form Submission → NDA HTML → Docx → Email

Requirements

• Self-hosted n8n instance
• CustomJS API key
• SMTP credentials
• Optional: Tailwind CSS CDN for landing page styling

Customization Tips

• Landing Page Styling: Adjust the HTML for Landingpage node for branding, colors, or additional fields.
• NDA Content: Edit the NDA (HTML Version) node to change NDA clauses or layout.
• Email Settings: Change Send email node to modify sender, recipient, or message content.
• Field Mapping: Ensure all form input names match the NDA template placeholders.

🔗 Nodes Used

Send Email, Webhook

📥 Import

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

📖 Importing guide · 🔑 Credential setup