Document generation
Documents generated from templates and data, ready for review and signature.
How it works · Document generation
STEP BY STEP
In
- CRM
Google Sheets- Intake form
- 1
Trigger01
A record reaches the right stage
Ready
- 2
Merge02
Template filled with data
Draft PDF
- 3
Review03
Owner checks the document
Approved
Human checkpoint
- 4
Deliver04
Filed and sent for signature
Sent
Out
Google Drive
Google Docs- Audit trail
How it works
01
The problem
Contracts, letters, and reports are typed from scratch.
Step by step
- 01Trigger. A record reaches the right stage.
- 02Merge. Template filled with data.
- 03Review. Owner checks the document.Human checkpoint
- 04Deliver. Filed and sent for signature.
Tools and control
02
Connects
- Google Drive
Microsoft 365- Google Docs
Built on n8n. Equivalent tools can be swapped in.
Human control
A person stays in control at the "Review" step. Everything else runs on rules you agree, with every run logged.
More in Operations
03
Operations
Approvals and request routing
Every request has an owner, a status, and an audit trail.
See the workflowOperations
Task and project sync
Tasks, statuses, and comments stay in sync across your project tools.
See the workflowOperations
Scheduling and reminders
Bookings confirmed and reminded automatically, with easy rescheduling.
See the workflow
Next step
What would you like to improve?
Tell us what is taking too much time, what is difficult to manage, or what you would like your systems to do differently. You do not need a technical specification to start.