Use Cases
- Automate the approval process for contract documents.
- Integrate contract management with SharePoint for better document organization.
- Receive instant notifications on approval errors via Slack.
How It Works
Webhook trigger initiates the workflow upon receiving a contract document. Fetches data from the contract document using an HTTP request. Sends the fetched data to SharePoint for approval. Notifies the team on Slack in case of any errors during the process.
Setup Steps
- 1Import the workflow template into n8n.
- 2Set up the webhook URL to receive contract documents.
- 3Configure the HTTP request settings to fetch contract data.
- 4Update the SharePoint URL to send the contract data.
- 5Set the Slack channel for error notifications.
Apps Used
SharePoint
Slack
HTTP Request Service
Categories
Target Roles
Industries
Tags
#approval workflows
#process automation
#slack automation