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Review contract risks and route approvals with Google Drive, OpenAI, and Gmail

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Created by: Intuz || intuz
Intuz

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Last update 13 hours ago

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Quick overview

This workflow monitors a Google Drive folder for new contract PDFs, extracts and analyzes their text with OpenAI, routes the contract for email-based approval via Gmail based on contract value and policy risks, and logs the final decision to Google Sheets.

How it works

  1. Triggers every minute when a new file is created in a specified Google Drive folder.
  2. Validates the file is a PDF, downloads it from Google Drive, and extracts the contract text.
  3. Sends the extracted text to OpenAI (gpt-4o-mini) to return structured JSON with key contract fields and clause indicators.
  4. Applies company policy rules to compute missing required clauses, risk flags, a risk score, and an approval route.
  5. Routes the contract to Legal, Finance, or a Department Manager via Gmail approval emails based on the extracted contract value.
  6. Waits for the recipient to approve or decline and then appends the approved or rejected outcome to a Google Sheets log.

Setup

  1. Connect Google Drive credentials and set the folder ID to watch for new contract uploads.
  2. Add an OpenAI credential and confirm the model selection (gpt-4o-mini) meets your compliance and data-handling requirements.
  3. Connect a Gmail account for “send and wait” approval emails and replace the recipient email addresses with your reviewers.
  4. Connect Google Sheets credentials and update the spreadsheet ID/sheet tab used to append approved and rejected contract records.

Additional info

#Support
If you need help setting up this workflow or require a custom version tailored to your specific use case, please feel free to reach out to the template author:

Website: https://www.intuz.com/n8n-workflow-automation-templates
Email: [email protected]
LinkedIn: https://www.linkedin.com/company/intuz
Get Started: https://n8n.partnerlinks.io/intuz