Use Cases
- Automate vendor application term extraction for contract management
- Streamline document signing processes with DocuSign integration
- Reduce manual data entry in vendor onboarding workflows
How It Works
Trigger the workflow upon receiving a vendor application via webhook Fetch data from the vendor application using an HTTP request Utilize AI to extract key terms from the fetched data Send the extracted terms to DocuSign for electronic signing Handle errors by notifying the team via Slack
Setup Steps
- 1Import the workflow template into n8n
- 2Configure the webhook URL for incoming vendor applications
- 3Set up the HTTP request for fetching vendor application data
- 4Adjust AI parameters for term extraction as needed
- 5Connect DocuSign for sending extracted terms
Apps Used
OpenAI
DocuSign
Slack
Categories
Target Roles
Tags
#document automation
#process automation
#workflow management