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Documents, PDF & OCR

Contract Template Agent for Google Docs with Gemini

When a chat message arrives or another workflow calls it, a Gemini agent with Postgres memory finds and fills Google Docs contract templates stored in Google Drive.

What it does

## Description ## 1 — What Does It Do / Which Problem Does It Solve? This workflow turns Google Docs-based contract & form templates into ready-to-sign PDFs in minutes—all from a single chat flow. - Automates repetitive document creation. Instead of copying a rental, sales, or NDA template and filling it by hand every time, the bot asks for the required values and fills them in. - Eliminates human error. It lists every mandatory field so nothing is missed, and removes unnecessary clauses via conditional blocks. - Speeds up approvals. The final draft arrives as a direct PDF link—one click to send for signing. - One template → unlimited variations. Every new template you drop in Drive is auto-listed with zero workflow edits—it scales effortlessly. - 100 % no-code. Runs on n8n + Google Apps Script—no extra backend, self-hosted or cloud. --- ## 2 — How It Works (Detailed Flow) 1. 📝 Template Discovery 📂 The TemplateList node scans the Drive folder you specify via the ?mode=meta endpoint and returns an id / title / desc list. The bot shows this list in chat. 2. 🎯 Selection & Metadata Fetch The user types a template name. 🔍 GetMetaData opens the chosen Doc, extracts META_JSON, placeholders, and conditional blocks, then lists mandatory & optional fields. 3. 🗣 Data-Collection Loop - The bot asks for every placeholder value. - For each conditional block it asks 🟢 Yes / 🔴 No. Answers are accumulated in a data JSON object. 4. ✅ Final Confirmation The bot summarizes the inputs → when the user clicks Confirm, the *DocProcess* sub-workflow starts. 5. ⚙️ DocProcess Sub-Workflow | 🔧 Step | Node | Task | | --- | --- | --- | | 1 | User Choice Match Check | Verifies name–ID match; throws if wrong | | 2 | GetMetaData (renew) | Gets the latest placeholder list | | 3 | Validate JSON Format | Checks for missing / unknown fields | | 4 | CopyTemplate | Copies the Doc via Drive API | | 5 | FillDocument | Apps Script fills placeholders & removes blocks | | 6 | Generate PDF Link | Builds an export?format=pdf URL | 6. 📎 Delivery The master agent sends 🔗 Download PDF & ✏️ Open Google Doc links. 7. 🚫 Error Paths - status:"ERROR", missing:[…] → bot lists missing fields and re-asks. - unknown:[…] → template list is outdated; rerun *TemplateList*. - Any Apps Script error → the returned message is shown verbati

The steps

  1. Google Gemini Chat Model
  2. GetMetaData
  3. When chat message received
  4. DocAgent
  5. DocProcess
  6. Postgres Chat Memory
  7. Template List
  8. When Executed by Another Workflow
  9. If
  10. Google Gemini Chat Model1
  11. Structured Output Parser
  12. Edit Fields
  13. If1
  14. Other Errors

30 steps in total.

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