What This Workflow Does
This automation solves the tedious manual process of creating contracts from client information. When a client fills out your Typeform (for services, freelancing, or consultations), this workflow automatically generates a customized contract document in Google Docs using their responses, then emails it to them via Gmail.
The system eliminates hours of repetitive document creation while ensuring consistency across all your contracts. It's particularly valuable for freelancers, agencies, and service businesses that need to onboard clients quickly without administrative bottlenecks.
How It Works
1. Typeform submission triggers the workflow
When a client completes your Typeform with their contract details (name, services, pricing, etc.), this triggers the automation to begin processing their information.
2. Data is formatted for document creation
The workflow extracts and structures the relevant form responses, preparing them for insertion into your Google Docs contract template.
3. Google Docs generates the contract
Using your pre-designed template, the system creates a new document with all client-specific details automatically populated in the correct fields.
4. PDF conversion and email delivery
The completed contract is converted to PDF format and sent to the client via Gmail, with optional CC to your team for record-keeping.
Who This Is For
This workflow is ideal for:
- Freelancers who need to send contracts quickly after client inquiries
- Consulting firms onboarding multiple clients simultaneously
- Service businesses with standardized contract terms
- Agencies managing client projects with varying scopes
- Legal professionals handling high-volume simple agreements
Pro tip: Use conditional logic in your Typeform to collect different information based on service type, allowing the workflow to generate appropriately customized contracts for each client scenario.
What You'll Need
- An active n8n instance (self-hosted or cloud)
- Typeform account with your contract intake form
- Google Docs template with merge fields
- Gmail account for sending contracts
- Basic understanding of n8n workflows (or willingness to learn)
Quick Setup Guide
- Download and import the JSON template into your n8n instance
- Connect your Typeform, Google Docs, and Gmail accounts
- Customize the Google Docs template with your contract terms
- Map the Typeform fields to your document merge fields
- Test with a sample submission and adjust as needed
- Activate the workflow for live use
Key Benefits
Save 3-5 hours per week by eliminating manual contract creation and email follow-ups. What used to take 30 minutes per client now happens automatically.
Reduce errors by 90% with automated field population ensuring every contract contains accurate client information and consistent terms.
Close deals faster by sending contracts within minutes of form submission rather than waiting for manual processing.
Professionalize client onboarding with consistent, branded contract documents delivered immediately after engagement.
Centralize document management with all contracts automatically saved to your Google Drive for easy access and organization.