Extraer y organizar detalles de contratos de PDF a Slack, GPT-4o y Google Sheets
Avanzado
Este es unDocument Extraction, AI Summarization, Multimodal AIflujo de automatización del dominio deautomatización que contiene 19 nodos.Utiliza principalmente nodos como Slack, Switch, HttpRequest, GoogleSheets, SlackTrigger. Extraer y organizar detalles de contratos de PDF a Slack, GPT-4o y Google Sheets
Requisitos previos
- •Bot Token de Slack o URL de Webhook
- •Pueden requerirse credenciales de autenticación para la API de destino
- •Credenciales de API de Google Sheets
- •Clave de API de OpenAI
Nodos utilizados (19)
Vista previa del flujo de trabajo
Visualización de las conexiones entre nodos, con soporte para zoom y panorámica
Exportar flujo de trabajo
Copie la siguiente configuración JSON en n8n para importar y usar este flujo de trabajo
{
"meta": {
"instanceId": "e04cc86c30b0cecda8e6bbc7cc41459d9bf4d76816638a14d42d636b91913ebc",
"templateCredsSetupCompleted": true
},
"nodes": [
{
"id": "af0cd5b9-3301-4668-93ec-71e1033d3778",
"name": "Estructurar salida",
"type": "@n8n/n8n-nodes-langchain.outputParserStructured",
"position": [
544,
160
],
"parameters": {
"jsonSchemaExample": "[{\n\t\"Client\": \"XYZ Inc\",\n\t\"Service Provider\": \"ABC Inc\",\n \"Effective Date\": \"2025/04/29\",\n \"Expiration Date\" : \"2025/05/29\",\n \"Signature Date\" : \"2025/05/29\",\n \"Contract Value\": \"11,000\"\n}]"
},
"typeVersion": 1.3
},
{
"id": "c02b6fd7-70d6-47ae-8ea5-2c1ead2e17da",
"name": "Modelo de IA",
"type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
"position": [
400,
160
],
"parameters": {
"model": {
"__rl": true,
"mode": "list",
"value": "gpt-4o",
"cachedResultName": "gpt-4o"
},
"options": {}
},
"credentials": {
"openAiApi": {
"id": "vWYprn1xB4TGPXdo",
"name": "OpenAi account 2"
}
},
"typeVersion": 1.2
},
{
"id": "c506d41b-aec6-48ad-a33e-15b02e256bb1",
"name": "Recibir archivo de contrato",
"type": "n8n-nodes-base.slackTrigger",
"position": [
-640,
32
],
"webhookId": "0c333af6-a04b-489e-b267-e60cb4664128",
"parameters": {
"options": {},
"trigger": [
"message"
],
"channelId": {
"__rl": true,
"mode": "list",
"value": "C09EG2EN9AA",
"cachedResultName": "contract"
}
},
"credentials": {
"slackApi": {
"id": "VLK4L2mMCF7UFZXF",
"name": "Slack account 4"
}
},
"notesInFlow": false,
"typeVersion": 1
},
{
"id": "df8d6f3e-4f5c-4c58-8967-87180c27c8b5",
"name": "Verificar formato de archivo",
"type": "n8n-nodes-base.switch",
"position": [
-400,
16
],
"parameters": {
"rules": {
"values": [
{
"outputKey": "PDF",
"conditions": {
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "3540ad45-eb8f-47c8-9942-c1670ec8acc0",
"operator": {
"type": "string",
"operation": "equals"
},
"leftValue": "={{ $json.files[0].filetype }}",
"rightValue": "pdf"
}
]
},
"renameOutput": true
},
{
"outputKey": "WORD",
"conditions": {
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "659d35f5-0ae3-4a75-9744-8a776a6b0391",
"operator": {
"name": "filter.operator.equals",
"type": "string",
"operation": "equals"
},
"leftValue": "={{ $json.files[0].filetype }}",
"rightValue": "docx"
}
]
},
"renameOutput": true
},
{
"outputKey": "Others",
"conditions": {
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "1d14871d-5607-4315-b9c8-01eeacf2f916",
"operator": {
"name": "filter.operator.equals",
"type": "string",
"operation": "equals"
},
"leftValue": "",
"rightValue": ""
}
]
},
"renameOutput": true
}
]
},
"options": {}
},
"typeVersion": 3.2
},
{
"id": "6a259139-f6be-42f0-9018-8e3466a28742",
"name": "Descargar PDF",
"type": "n8n-nodes-base.httpRequest",
"position": [
-48,
-160
],
"parameters": {
"url": "={{ $json.files[0].url_private_download }}",
"options": {
"response": {
"response": {
"responseFormat": "file"
}
}
},
"authentication": "predefinedCredentialType",
"nodeCredentialType": "slackApi"
},
"credentials": {
"slackApi": {
"id": "gLK2woy6bUlX7kdV",
"name": "Slack account"
}
},
"typeVersion": 4.2
},
{
"id": "0407b590-908d-4d11-8fbb-6ff8a8e93a30",
"name": "Extraer texto de PDF",
"type": "n8n-nodes-base.extractFromFile",
"position": [
176,
-160
],
"parameters": {
"options": {},
"operation": "pdf",
"binaryPropertyName": "=data"
},
"typeVersion": 1
},
{
"id": "71b2b5e9-ea55-4985-8c56-561b14fb02df",
"name": "Convertir Word a PDF",
"type": "n8n-nodes-base.httpRequest",
"position": [
-48,
32
],
"parameters": {
"url": "={{ $json.files[0].converted_pdf }}",
"options": {
"response": {
"response": {
"responseFormat": "file"
}
}
},
"authentication": "predefinedCredentialType",
"nodeCredentialType": "slackApi"
},
"credentials": {
"slackApi": {
"id": "gLK2woy6bUlX7kdV",
"name": "Slack account"
}
},
"typeVersion": 4.2
},
{
"id": "ab96f6e9-eb93-4b16-ae44-85eb8f3e0c77",
"name": "Extraer texto de PDF1",
"type": "n8n-nodes-base.extractFromFile",
"position": [
176,
32
],
"parameters": {
"options": {},
"operation": "pdf",
"binaryPropertyName": "=data"
},
"typeVersion": 1
},
{
"id": "0050c560-3da1-4ad1-ae77-933bf857c780",
"name": "Enviar mensaje de error",
"type": "n8n-nodes-base.slack",
"position": [
-48,
176
],
"webhookId": "97cb885e-d1af-4a93-8e27-a4bf6000ca99",
"parameters": {
"text": "=Only PDF or Word format contracts can be uploaded.",
"select": "channel",
"channelId": {
"__rl": true,
"mode": "list",
"value": "C09EG2EN9AA",
"cachedResultName": "contract"
},
"otherOptions": {}
},
"credentials": {
"slackApi": {
"id": "VLK4L2mMCF7UFZXF",
"name": "Slack account 4"
}
},
"typeVersion": 2.3
},
{
"id": "ca620d80-1959-4d72-95a1-2df99125b248",
"name": "Analizar contenido del contrato",
"type": "@n8n/n8n-nodes-langchain.agent",
"position": [
400,
-64
],
"parameters": {
"text": "=please read and understand the input data({{ $json.text }}). I would like you to extract Client, Service Provider, Effective Date, Expiration Date, Signature Date and Contract Value. ",
"options": {
"systemMessage": ""
},
"promptType": "define",
"hasOutputParser": true
},
"typeVersion": 2.1
},
{
"id": "ff81dc90-bc72-4b4f-9751-432399ddfedf",
"name": "Guardar en Hojas de Google",
"type": "n8n-nodes-base.googleSheets",
"position": [
752,
-64
],
"parameters": {
"columns": {
"value": {
"Client": "={{ $json.output[0].Client }}",
"Contract Value": "={{ $json.output[0]['Contract Value'] }}",
"Effective Date": "={{ $json.output[0]['Effective Date'] }}",
"Signature Date": "={{ $json.output[0]['Signature Date'] }}",
"Expiration Date": "={{ $json.output[0]['Expiration Date'] }}",
"Service Provider": "={{ $json.output[0]['Service Provider'] }}"
},
"schema": [
{
"id": "Client",
"type": "string",
"display": true,
"required": false,
"displayName": "Client",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Service Provider",
"type": "string",
"display": true,
"required": false,
"displayName": "Service Provider",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Effective Date",
"type": "string",
"display": true,
"required": false,
"displayName": "Effective Date",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Expiration Date",
"type": "string",
"display": true,
"required": false,
"displayName": "Expiration Date",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Signature Date",
"type": "string",
"display": true,
"required": false,
"displayName": "Signature Date",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Contract Value",
"type": "string",
"display": true,
"required": false,
"displayName": "Contract Value",
"defaultMatch": false,
"canBeUsedToMatch": true
}
],
"mappingMode": "defineBelow",
"matchingColumns": [],
"attemptToConvertTypes": false,
"convertFieldsToString": false
},
"options": {},
"operation": "append",
"sheetName": {
"__rl": true,
"mode": "list",
"value": "gid=0",
"cachedResultUrl": "https://docs.google.com/spreadsheets/d/1ggkr6gOWmzcIbqBVuh-HVkKVvBaFj-WuYsprlMPMfOk/edit#gid=0",
"cachedResultName": "sheet1"
},
"documentId": {
"__rl": true,
"mode": "list",
"value": "1ggkr6gOWmzcIbqBVuh-HVkKVvBaFj-WuYsprlMPMfOk",
"cachedResultUrl": "https://docs.google.com/spreadsheets/d/1ggkr6gOWmzcIbqBVuh-HVkKVvBaFj-WuYsprlMPMfOk/edit?usp=drivesdk",
"cachedResultName": "contract_management_sheet"
}
},
"credentials": {
"googleSheetsOAuth2Api": {
"id": "OADOUEa3B96W0iqk",
"name": "Google Sheets account 2"
}
},
"typeVersion": 4.7
},
{
"id": "1b8f9d44-5c0a-4eb9-aace-509fec6337fc",
"name": "Notificar en Slack",
"type": "n8n-nodes-base.slack",
"position": [
976,
-64
],
"webhookId": "d443ab23-594e-48f7-bf05-b85e81c967f7",
"parameters": {
"text": "=---\nClient: {{ $json.Client }}\nService Provider: {{ $json['Service Provider'] }}\nExpiration Date: {{ $json['Expiration Date'] }}\nEffective Date: {{ $json['Effective Date'] }}\nSignature Date: {{ $json['Signature Date'] }}\nContract Value: {{ $json['Contract Value'] }}",
"select": "channel",
"channelId": {
"__rl": true,
"mode": "list",
"value": "C09EG2EN9AA",
"cachedResultName": "contract"
},
"otherOptions": {}
},
"credentials": {
"slackApi": {
"id": "VLK4L2mMCF7UFZXF",
"name": "Slack account 4"
}
},
"typeVersion": 2.3
},
{
"id": "1c065db0-d6b2-40ae-a2e3-5c5581be0db6",
"name": "Nota adhesiva",
"type": "n8n-nodes-base.stickyNote",
"position": [
-496,
-240
],
"parameters": {
"width": 288,
"height": 480,
"content": "## 2. Check file format\n\n- PDF → Go to Download PDF\n- Word → Go to Convert Word to PDF\n- Others → Send Error Message\n\n\n**Note**: Contracts are generally created in PDF or Word format, so only these two formats are supported."
},
"typeVersion": 1
},
{
"id": "d3422fd9-df2d-48bb-bada-b631843758b4",
"name": "Nota adhesiva1",
"type": "n8n-nodes-base.stickyNote",
"position": [
-832,
-240
],
"parameters": {
"width": 288,
"height": 480,
"content": "## 1. Receive Contract File\n\n📃This node receives a contract file uploaded via Slack.\n📃The file is then passed to the workflow for format checking and further processing."
},
"typeVersion": 1
},
{
"id": "3f441264-8120-43ea-ad29-4e8de52b9b39",
"name": "Nota adhesiva2",
"type": "n8n-nodes-base.stickyNote",
"position": [
-96,
-240
],
"parameters": {
"width": 416,
"height": 576,
"content": "## 3. Transform file into text\n"
},
"typeVersion": 1
},
{
"id": "f14068f8-e327-4bcd-8c72-d684faba5dd4",
"name": "Nota adhesiva3",
"type": "n8n-nodes-base.stickyNote",
"position": [
368,
-240
],
"parameters": {
"width": 304,
"height": 576,
"content": "## 4. Analyze Contract Content\n"
},
"typeVersion": 1
},
{
"id": "b38f1853-a844-43ae-92fb-c4169a495541",
"name": "Nota adhesiva4",
"type": "n8n-nodes-base.stickyNote",
"position": [
688,
-240
],
"parameters": {
"width": 224,
"height": 368,
"content": "## 5. Save to Google Sheets\n"
},
"typeVersion": 1
},
{
"id": "d55089f4-7887-4875-852c-e740db02344c",
"name": "Nota adhesiva5",
"type": "n8n-nodes-base.stickyNote",
"position": [
928,
-240
],
"parameters": {
"width": 256,
"height": 368,
"content": "## 6. Notify on Slack"
},
"typeVersion": 1
},
{
"id": "013d03b1-ebc7-41cf-973b-49fb6968f7eb",
"name": "Nota adhesiva6",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1456,
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],
"parameters": {
"width": 576,
"height": 1392,
"content": "## Extract and Manage Contracts with Slack, GPT-4o, and Google Sheets.\n\nManaging contracts manually is time-consuming and prone to human error, especially when documents need to be shared, tracked, and stored across different tools. This workflow automates the entire process by capturing contract PDFs and Words uploaded to Slack, extracting key information with GPT, and organizing the data into a structured format inside Google Sheets. Essential fields such as client, service provider, contract value, and important dates are automatically parsed and logged, eliminating repetitive manual entry. Once the data is saved, a confirmation message is posted back to Slack so your team can quickly verify that everything has been recorded accurately.\n\n## Who’s it for\nThis workflow is ideal for operations teams, legal departments, or growing businesses that manage multiple contracts and want to maintain accuracy without spending hours on administration. By integrating Slack, GPT, and Google Sheets, you gain a simple but powerful contract management system that reduces risk, improves visibility, and keeps everyone aligned. Instead of scattered files and manual spreadsheets, you have a single automated pipeline that ensures your contract data is always up to date and accessible.\n\n## How it works\n- The workflow is triggered when a contract in PDF or Word format is shared in the designated Slack channel.\n- The uploaded file is automatically retrieved for processing.\n- Its content is extracted and converted into plain text.\n- If the file is not in PDF or Word format, an error message is sent.\n- GPT interprets the extracted text and structures the essential fields (e.g., Client, Service Provider, Effective Date, Expiration Date, Signature Date, Contract Value).\n- The structured contract information is appended as a new row in the contract tracker spreadsheet on Google Sheets.\n- A summary of the saved data is posted back to Slack for quick validation.\n\n## How to set up\n- You need to import this workflow into your n8n instance.\n- You must authenticate your Slack account and select the target channel for contract submissions.\n- You should link your Google account and specify the spreadsheet where the contract data will be stored. In this template, the required columns are Client, Service Provider, Effective Date, Expiration Date, Signature Date, and Contract Value.\n- You can adjust the GPT parsing prompt to match the specific fields that your organization requires.\n- You upload a sample contract in PDF or Word format to Slack and verify that the extracted data is correctly recorded in Google Sheets.\n\n## Requirements\n- You must have an active n8n instance in the cloud.\n- You need a Slack account with permission to upload files and send messages.\n- You must use a Google Sheets account with edit access to the target spreadsheet.\n- You need a GPT integration (e.g., OpenAI) to enable AI-powered text parsing.\n\n## How to customize the workflow\nYou can modify this workflow to fit your organization’s unique contract needs. For example, you may update the GPT parsing prompt to capture additional fields, change the target Google Sheets structure, or integrate notifications into other tools. You have full flexibility to expand or simplify the steps so the workflow matches your team’s processes and compliance requirements.\n"
},
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}
],
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}Preguntas frecuentes
¿Cómo usar este flujo de trabajo?
Copie el código de configuración JSON de arriba, cree un nuevo flujo de trabajo en su instancia de n8n y seleccione "Importar desde JSON", pegue la configuración y luego modifique la configuración de credenciales según sea necesario.
¿En qué escenarios es adecuado este flujo de trabajo?
Avanzado - Extracción de documentos, Resumen de IA, IA Multimodal
¿Es de pago?
Este flujo de trabajo es completamente gratuito, puede importarlo y usarlo directamente. Sin embargo, tenga en cuenta que los servicios de terceros utilizados en el flujo de trabajo (como la API de OpenAI) pueden requerir un pago por su cuenta.
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