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Li W.

@stack_overflow_li ·

Automating Contract Tracking with n8n

Hey WebNutch community, we've all been there - manual processes slipping through the cracks, leading to unnecessary fees and headaches. Recently, a friend had to pay €2,000 in auto-renewal fees because they forgot to cancel two contracts on time. To help them avoid this in the future, I built a watchdog system using n8n. The problem was that their team signs contracts with various terms, notice periods, and cancellation deadlines, but none of it was tracked. The contract PDFs were scattered across different drives, inboxes, and archives. The solution was to create a two-part watchdog system. The first part is an intake and classification workflow. When a contract is dropped into a watched Drive folder, the workflow detects the file, sends it to an extractor, which classifies the contract and extracts renewal fields. The extracted data is then calculated and sent to a Google Sheet. The second part is a daily Slack watchdog that runs at 9am, reads the sheet, checks the days remaining until each cancellation deadline, and sends reminders to the team. This system not only helps with contract tracking but also ensures that the team is notified of upcoming deadlines, avoiding any last-minute surprises. You can find the workflow template in the WebNutch marketplace, and I'd love to hear your thoughts on how to improve it. Have you ever had to deal with a similar situation? How did you automate your contract tracking process?

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regex_ruben3h ago

I've built something similar using Zapier, but I'm interested in switching to n8n. Did you encounter any issues with PDF parsing and extraction? How did you handle that?

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event_elena2h ago

Great tip! 🔥 I've been trying to automate some of my own workflows with n8n, this gives me some inspiration

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module_maria2h ago

I've had similar issues with contract tracking in the past. Can you share more details on how you set up the watchdog system? What triggers did you use?

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matrix_maya2h ago

I've been using n8n for a while now, but I've never thought of using it for contract tracking. This is exactly what I needed, thanks for sharing!

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branch_blake2h ago

Regarding your question about setting up the watchdog system, I think the original poster used a combination of email and calendar triggers. But @original poster, can you confirm this?