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Classify contracts and track renewals with easybits, Google Drive and Sheets

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Created by: Felix || easybits
Felix

Last update

Last update 2 days ago

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What this workflow does

Drop a contract (PDF, JPG, PNG) into a watched Google Drive folder. easybits Extractor classifies it (SaaS / Lease / Service / Insurance / Other) and pulls every renewal-relevant field in a single call. A Set node calculates the contract's end date and the cancellation deadline. The classified contract is appended to the matching tab in a single Google Sheet – your source of truth for every renewal in the company.


Setup guide

1. Install the easybits Extractor node

  • n8n Cloud: Already available, no install needed.
  • Self-hosted: Settings → Community Nodes → install @easybits/n8n-nodes-extractor.

2. Create your easybits pipeline
Go to extractor.easybits.tech and create a pipeline with these fields:

  • contract_class (string) – enum: saas_subscription, lease_agreement, service_contract, insurance_policy, other. Returns null if not a contract.
  • client_name (string)
  • provider_name (string)
  • start_date (string, ISO format YYYY-MM-DD)
  • initial_term_months (number)
  • renewal_term_months (number)
  • auto_renew (string – "true"/"false")
  • notice_period_days (number)
  • contract_value (number)
  • client_signatory_name (string)
  • provider_signatory_name (string)

Paste your Pipeline ID and connect your credentials in the easybits: Classify & Extract Contract node.

3. Create your Google Drive folder
Create a folder (e.g. "Incoming Contracts") and paste its ID into the Watch Contract Folder node.

4. Create your Google Sheet
Create one Google Sheet with five tabs: SaaS, Leases, Services, Insurance, Other.

Header row on every tab:
Start Date | Client Name | Provider Name | Contract Value | Initial Term Months | Renewal Term Months | Auto Renew | Notice Period Days | End Date | Cancellation Deadline | Contract Class | Client Signatory Name | Provider Signatory Name

Paste the Sheet ID into all 5 Google Sheets nodes.

5. Connect credentials

  • easybits Extractor → your easybits API key
  • Google Drive → OAuth (used by both trigger and download)
  • Google Sheets → OAuth

6. Activate and test
Turn the workflow on, drop a contract PDF into the watched folder, and watch the correct tab fill up.


Field notes

  • auto_renew stays as a string ("true"/"false") because the easybits Extractor doesn't yet expose a boolean type. Part 2 handles the conversion.
  • notice_period_days is critical – without it, the cancellation deadline defaults to the end date, which is usually too late for contracts with 60–90 day notice clauses.
  • Supports PDF, JPG, and PNG only. Dropping other file types (Word, ODS, etc.) will error – add a mime-type filter before the Extractor if that's a real concern for your setup.