Use Cases
- Automatically send contract documents to clients upon request.
- Streamline document management by integrating contract retrieval and email dispatch.
- Reduce manual errors in sending important documents.
How It Works
Triggers when a request is received via webhook. Fetches the contract document from a specified URL. Sends the fetched document to a specified email address.
Setup Steps
- 1Import the workflow template into your n8n instance.
- 2Configure the webhook URL to match your endpoint.
- 3Set the correct URL for fetching the contract document.
- 4Specify the email address for sending the document.
Apps Used
Document Management System
Slack
Categories
Target Roles
Industries
Tags
#document automation
#email automation
#workflow management