Workflow Automator

Visualize the automation of your document workflow: from Google Drive detection to client e-signature, powered by n8n, PDF.co, and PandaDoc.

Step 1

Drive Monitor & n8n Trigger

A new PDF file landing in a designated Google Drive folder automatically initiates the n8n workflow.

Tool(s):Google Drive & n8n

Step 2

Secure File Download

The n8n workflow securely downloads the newly detected PDF file from Google Drive for processing.

Tool(s):n8n

Step 3

PDF Form Creation via PDF.co

The downloaded PDF is uploaded to PDF.co. Fillable text boxes are strategically placed on the contract document.

Tool(s):PDF.co & n8n

Step 4

Smart Table & Invoice Sum with PandaDoc

The modified PDF is sent to PandaDoc. An interactive smart table is added, allowing amounts to be calculated and summed into an invoice.

Tool(s):PandaDoc & n8n

Step 5

E-Signature Activation & Client Delivery

E-signature functionality is enabled within PandaDoc, and the finalized document is sent to the client for signing.

Tool(s):PandaDoc