How It Works
How It Works Scheduled triggers initiate automated contract reviews. The system fetches documents from cloud storage and email, then uses AI to extract key terms, obligations, and compliance requirements. Multi-model parsing identifies gaps, inconsistencies, and potential risks. A scoring engine evaluates severity and routes alerts to the appropriate channels. The workflow then updates the CLM system and produces audit-ready documentation for tracking and governance. Setup Instructions Storage: Configure access to your Google Drive or webhook-based document repository. Email: Connect Gmail to automatically ingest contract-related emails. AI Extraction: Add the OpenAI API key and define extraction prompts for obligations and terms. CLM System: Enter credentials for your contract lifecycle management platform. Alerts: Set up Google Sheets logging and connect dashboard endpoints for risk and compliance alerts. Prerequisites Cloud storage access; Gmail credentials; OpenAI API key; CLM system credentials; document processing license Use Cases Contract renewal tracking; compliance audits; risk management; vendor agreement reviews; regulatory adherence monitoring Customization Adjust risk thresholds; modify extraction rules; add Slack notifications; extend compliance frameworks Benefits Reduces review time 80%; catches compliance gaps; automates audit trails;. An n8n automation workflow template by Cheng Siong Chin.
Cheng Siong Chin
web
free
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