Generate and Send Contract Documents with Typeform, Google Docs, and Gmail

This n8n workflow automates the process of generating a contract document based on Typeform submissions, populating it with dynamic data using Google Docs, and then sending the finalized document via Gmail. It streamlines the contract creation and distribution process, reducing manual effort and potential errors.

What it does

This workflow performs the following steps:

1. Triggers on Typeform Submission: Listens for new form submissions from a specified Typeform.
2. Prepares Data (Edit Fields): Processes and formats the data received from Typeform, likely extracting relevant fields for the contract.
3. Generates Document (Google Docs): Uses the processed data to create a new document from a Google Docs template, populating placeholders with the submitted information.
4. Sends Email (Gmail): Composes and sends an email via Gmail, attaching the newly generated Google Docs contract to the recipient specified in the Typeform submission.

Prerequisites/Requirements

To use this workflow, you will need:

• n8n Account/Instance: A running n8n instance.
• Typeform Account: With a form configured to collect the necessary contract information.
• Google Docs Account: With a contract template document that contains placeholders for dynamic data.
• Google Drive Account: To store the generated contract documents.
• Gmail Account: To send the contract emails.
• Credentials: Configured n8n credentials for Typeform, Google Drive, Google Docs, and Gmail.

Setup/Usage

1. Import the Workflow: Import the provided JSON into your n8n instance.
2. Configure Typeform Trigger:
   • Select your Typeform credential.
   • Choose the specific Typeform you want to trigger the workflow.
   • Activate the workflow.
3. Configure Edit Fields (Set) Node:
   • Review the expressions to ensure they correctly extract and format data from your Typeform submission for use in Google Docs and Gmail.
4. Configure Google Docs Node:
   • Select your Google Docs credential.
   • Specify the Google Docs template ID you wish to use for the contract.
   • Map the fields from the previous "Edit Fields" node to the placeholders in your Google Docs template.
   • Configure the output settings, such as the name of the new document and the Google Drive folder where it should be saved.
5. Configure Google Drive Node:
   • Select your Google Drive credential.
   • Ensure the node is configured to handle the file created by the Google Docs node (e.g., converting it to a PDF if desired, or simply retrieving its ID for attachment).
6. Configure Gmail Node:
   • Select your Gmail credential.
   • Set the recipient email address (likely from the Typeform data).
   • Define the email subject and body.
   • Attach the document generated by the Google Docs node (or retrieved from Google Drive).
7. Activate the Workflow: Once all nodes are configured with the correct credentials and settings, activate the workflow to start automating your contract generation and sending process.