Send, chase, and e-signature with Airtable, TurboDocx, Drive and Slack
UnknownWhat this workflow does
This workflow has 33 nodes and runs on Google Drive events (file created) (plus 2 other triggers). Along the way it connects Google Drive, Slack, Airtable and Gmail and 1 more.
How it runs
Trigger: On Google Drive events (file created) (plus 2 other triggers).
- Post batch started to Slack (Slack): uses Slack
- Get outstanding agreements from Airtable (Airtable): search
- Find the Airtable row by document ID (Airtable): search
- Get contracts ready to send from Airtable (Airtable): search
- Keep only unsigned for 3+ days (Code): runs custom JavaScript code
- Signed or killed? (If): checks a condition and branches into true / false
- Loop over each contract (Loop Over Items (Split in Batches)): loops over the items in batches
- Send reminder with TurboDocx (Turbo Docx): send reminder (turbo sign)
- Download signed agreement (Turbo Docx): download document (turbo sign)
- Mark declined in Airtable (Airtable): update
…plus 20 more steps. See the full node list below.
Services it uses
Before you upgrade to n8n 3.0
We can't fully verify this one: it relies on 2 community packages, and n8n 3.0 turns unverified community packages off by default (N8N_UNVERIFIED_PACKAGES_ENABLED=false).
- Check that @turbodocx/n8n-nodes-turbodocx is verified or supports 3.0 (used in Generate agreement with TurboDocx, Download the agreement as PDF, Send agreement for signature).
- Check that @turbodocx/n8n-nodes-turbodocx is verified or supports 3.0 (used in Agreement reached a final state).
Nodes used (12)
- Google Drive Trigger
n8n-nodes-base.googleDriveTrigger - Slack
n8n-nodes-base.slack - Airtable
n8n-nodes-base.airtable - Loop Over Items (Split in Batches)
n8n-nodes-base.splitInBatches - Turbo Docx
@turbodocx/n8n-nodes-turbodocx.turboDocx - Schedule Trigger
n8n-nodes-base.scheduleTrigger - Code
n8n-nodes-base.code - Turbo Docx Trigger
@turbodocx/n8n-nodes-turbodocx.turboDocxTrigger - If
n8n-nodes-base.if - Google Drive
n8n-nodes-base.googleDrive - Convert to File
n8n-nodes-base.convertToFile - Gmail
n8n-nodes-base.gmail
From the author
Quick overview This workflow generates agreements from Airtable using TurboDocx, sends them for e-signature, reminds unsigned recipients after 3 days, and archives executed PDFs plus audit trails to Google Drive while updating Airtable, posting status updates…