企业合同生命周期管理与AI风险分析
高级
这是一个Document Extraction, AI Summarization领域的自动化工作流，包含 20 个节点。主要使用 If, Code, Merge, Slack, Postgres 等节点。 企业合同生命周期管理与AI风险分析
前置要求
- •Slack Bot Token 或 Webhook URL
- •PostgreSQL 数据库连接信息
- •Salesforce OAuth 凭证
- •Google Drive API 凭证
使用的节点 (20)
工作流预览
可视化展示节点连接关系，支持缩放和平移
导出工作流
复制以下 JSON 配置到 n8n 导入，即可使用此工作流
{
"meta": {
"instanceId": "placeholder"
},
"nodes": [
{
"id": "workflow-overview",
"name": "工作流概览",
"type": "n8n-nodes-base.stickyNote",
"position": [
100,
50
],
"parameters": {
"width": 320,
"height": 180,
"content": "## 企业合同生命周期管理"
},
"typeVersion": 1
},
{
"id": "email-trigger",
"name": "监控合同邮件",
"type": "n8n-nodes-base.emailReadImap",
"notes": "Monitor email for contracts",
"position": [
250,
200
],
"parameters": {
"mailbox": "INBOX",
"options": {
"customEmailConfig": "contractreview@company.com"
},
"pollTimes": {
"item": [
{
"mode": "everyMinute"
}
]
}
},
"typeVersion": 2
},
{
"id": "drive-trigger",
"name": "监控 Google Drive",
"type": "n8n-nodes-base.googleDriveTrigger",
"notes": "Watch for new contracts",
"position": [
250,
350
],
"parameters": {
"events": [
"file:created",
"file:updated"
],
"folderID": "contracts-intake"
},
"typeVersion": 1
},
{
"id": "schedule-trigger",
"name": "每小时 CRM 检查",
"type": "n8n-nodes-base.scheduleTrigger",
"notes": "Check CRM for contracts",
"position": [
250,
500
],
"parameters": {
"unit": "hours",
"value": 1,
"events": [
"workflowActivate"
]
},
"typeVersion": 1
},
{
"id": "salesforce-check",
"name": "检查 Salesforce",
"type": "n8n-nodes-base.salesforce",
"notes": "Get contracts from CRM",
"position": [
450,
500
],
"parameters": {
"filters": {
"stage": "Contract Review",
"lastModified": "={{ $now.minus({hours: 1}).toISO() }}"
},
"resource": "opportunity",
"operation": "getAll"
},
"typeVersion": 2
},
{
"id": "merge-sources",
"name": "合并合同来源",
"type": "n8n-nodes-base.merge",
"position": [
650,
350
],
"parameters": {
"mode": "multiplex",
"options": {}
},
"typeVersion": 2.1
},
{
"id": "check-duplicate",
"name": "检查重复项",
"type": "n8n-nodes-base.postgres",
"notes": "Prevent reprocessing",
"position": [
850,
350
],
"parameters": {
"query": "SELECT contract_id FROM contracts WHERE hash = '{{ $json.fileHash }}' LIMIT 1",
"operation": "executeQuery"
},
"typeVersion": 2.4
},
{
"id": "is-new-contract",
"name": "新合同？",
"type": "n8n-nodes-base.if",
"position": [
1050,
350
],
"parameters": {
"conditions": {
"boolean": [
{
"value1": "={{ $json.contract_id }}",
"operation": "isEmpty"
}
]
}
},
"typeVersion": 1
},
{
"id": "extract-contract",
"name": "PDF 向量 - 提取所有数据",
"type": "n8n-nodes-pdfvector.pdfVector",
"notes": "AI extraction of 50+ fields",
"position": [
1250,
350
],
"parameters": {
"prompt": "Extract comprehensive contract information including all parties (with roles, addresses, registration numbers), contract metadata (type, value, currency, effective/expiration dates), payment terms (amounts, schedules, penalties), deliverables and milestones, obligations for each party, termination conditions, liability caps, indemnification clauses, intellectual property provisions, confidentiality terms, force majeure, governing law, dispute resolution, and any special conditions. Also identify if this is a master agreement with SOWs.",
"schema": "{\"type\":\"object\",\"properties\":{\"contractId\":{\"type\":\"string\"},\"contractType\":{\"type\":\"string\"},\"masterAgreement\":{\"type\":\"boolean\"},\"parties\":{\"type\":\"array\",\"items\":{\"type\":\"object\",\"properties\":{\"name\":{\"type\":\"string\"},\"role\":{\"type\":\"string\"},\"type\":{\"type\":\"string\"},\"address\":{\"type\":\"string\"},\"registrationNumber\":{\"type\":\"string\"},\"signatory\":{\"type\":\"object\",\"properties\":{\"name\":{\"type\":\"string\"},\"title\":{\"type\":\"string\"},\"email\":{\"type\":\"string\"}}}}}},\"contractValue\":{\"type\":\"object\",\"properties\":{\"total\":{\"type\":\"number\"},\"currency\":{\"type\":\"string\"},\"paymentStructure\":{\"type\":\"string\"}}},\"term\":{\"type\":\"object\",\"properties\":{\"effectiveDate\":{\"type\":\"string\"},\"expirationDate\":{\"type\":\"string\"},\"autoRenewal\":{\"type\":\"boolean\"},\"renewalNotice\":{\"type\":\"number\"}}},\"paymentTerms\":{\"type\":\"object\",\"properties\":{\"schedule\":{\"type\":\"array\",\"items\":{\"type\":\"object\",\"properties\":{\"amount\":{\"type\":\"number\"},\"dueDate\":{\"type\":\"string\"},\"milestone\":{\"type\":\"string\"}}}},\"lateFees\":{\"type\":\"string\"},\"earlyPaymentDiscount\":{\"type\":\"string\"}}},\"deliverables\":{\"type\":\"array\",\"items\":{\"type\":\"object\",\"properties\":{\"description\":{\"type\":\"string\"},\"dueDate\":{\"type\":\"string\"},\"acceptanceCriteria\":{\"type\":\"string\"},\"party\":{\"type\":\"string\"}}}},\"obligations\":{\"type\":\"array\",\"items\":{\"type\":\"object\",\"properties\":{\"party\":{\"type\":\"string\"},\"obligation\":{\"type\":\"string\"},\"frequency\":{\"type\":\"string\"},\"deadline\":{\"type\":\"string\"}}}},\"termination\":{\"type\":\"object\",\"properties\":{\"forConvenience\":{\"type\":\"boolean\"},\"notice\":{\"type\":\"number\"},\"penaltiesForEarlyTermination\":{\"type\":\"string\"},\"terminationTriggers\":{\"type\":\"array\",\"items\":{\"type\":\"string\"}}}},\"liability\":{\"type\":\"object\",\"properties\":{\"limitationOfLiability\":{\"type\":\"string\"},\"indemnification\":{\"type\":\"array\",\"items\":{\"type\":\"string\"}},\"insurance\":{\"type\":\"string\"}}},\"intellectualProperty\":{\"type\":\"object\",\"properties\":{\"ownership\":{\"type\":\"string\"},\"licenses\":{\"type\":\"array\",\"items\":{\"type\":\"string\"}},\"workForHire\":{\"type\":\"boolean\"}}},\"confidentiality\":{\"type\":\"object\",\"properties\":{\"duration\":{\"type\":\"string\"},\"exceptions\":{\"type\":\"array\",\"items\":{\"type\":\"string\"}}}},\"disputeResolution\":{\"type\":\"string\"},\"governingLaw\":{\"type\":\"string\"},\"specialClauses\":{\"type\":\"array\",\"items\":{\"type\":\"string\"}}},\"required\":[\"contractType\",\"parties\"],\"additionalProperties\":false}",
"resource": "document",
"inputType": "file",
"operation": "extract",
"binaryPropertyName": "data"
},
"typeVersion": 1
},
{
"id": "risk-analysis",
"name": "PDF 向量 - 风险分析",
"type": "n8n-nodes-pdfvector.pdfVector",
"notes": "Multi-dimensional risk scoring",
"position": [
1450,
350
],
"parameters": {
"prompt": "Perform comprehensive risk analysis on this contract considering: 1) Legal risks (unusual terms, missing standard clauses, jurisdiction issues), 2) Financial risks (payment terms, penalties, uncapped liabilities), 3) Operational risks (unrealistic deadlines, resource requirements, dependencies), 4) Compliance risks (regulatory requirements, data protection, export controls), 5) Relationship risks (one-sided terms, termination difficulties). Provide risk scores (1-10) for each category and an overall risk rating with specific concerns.",
"resource": "document",
"inputType": "file",
"operation": "ask",
"binaryPropertyName": "data"
},
"typeVersion": 1
},
{
"id": "get-template",
"name": "获取合同模板",
"type": "n8n-nodes-base.postgres",
"notes": "Retrieve standard template",
"position": [
1650,
250
],
"parameters": {
"query": "SELECT template_id, clauses FROM contract_templates WHERE contract_type = '{{ $json.contractType }}' AND active = true",
"operation": "executeQuery"
},
"typeVersion": 2.4
},
{
"id": "analyze-score",
"name": "分析与评分合同",
"type": "n8n-nodes-base.code",
"notes": "Comprehensive analysis engine",
"position": [
1850,
350
],
"parameters": {
"jsCode": "// Advanced contract analysis and scoring\nconst extracted = $node['PDF Vector - Extract All Data'].json.data;\nconst riskAnalysis = JSON.parse($node['PDF Vector - Risk Analysis'].json.answer);\nconst template = $node['Get Contract Template'].json;\nconst crmData = $node['Check Salesforce'].json;\n\n// Calculate comprehensive risk score\nlet riskFactors = [];\nlet totalRiskScore = 0;\n\n// Financial risk scoring\nconst contractValue = extracted.contractValue?.total || 0;\nconst annualRevenue = crmData.account?.annualRevenue || 1000000;\nconst dealSizeRisk = (contractValue / annualRevenue) > 0.1 ? 8 : 3;\nriskFactors.push({category: 'Deal Size', score: dealSizeRisk});\n\n// Check for missing standard clauses\nconst missingClauses = [];\nif (!extracted.liability?.limitationOfLiability) {\n missingClauses.push('Limitation of Liability');\n riskFactors.push({category: 'Missing LoL', score: 9});\n}\nif (!extracted.termination?.forConvenience) {\n missingClauses.push('Termination for Convenience');\n riskFactors.push({category: 'No Exit Clause', score: 7});\n}\n\n// Payment term risks\nif (extracted.paymentTerms?.schedule?.[0]?.dueDate) {\n const firstPayment = new Date(extracted.paymentTerms.schedule[0].dueDate);\n const daysToPay = (firstPayment - new Date()) / (1000 * 60 * 60 * 24);\n if (daysToPay > 60) {\n riskFactors.push({category: 'Extended Payment Terms', score: 6});\n }\n}\n\n// Auto-renewal risk\nif (extracted.term?.autoRenewal && extracted.term?.renewalNotice < 30) {\n riskFactors.push({category: 'Short Renewal Notice', score: 7});\n}\n\n// Calculate weighted risk score\ntotalRiskScore = riskFactors.reduce((sum, risk) => sum + risk.score, 0) / riskFactors.length;\n\n// Determine approval level\nlet approvalLevel = 'Manager';\nif (totalRiskScore > 7 || contractValue > 1000000) approvalLevel = 'Director';\nif (totalRiskScore > 8 || contractValue > 5000000) approvalLevel = 'VP';\nif (missingClauses.includes('Limitation of Liability')) approvalLevel = 'Legal';\n\n// Calculate key dates and alerts\nconst alerts = [];\nconst today = new Date();\n\n// Contract expiration alert\nif (extracted.term?.expirationDate) {\n const expDate = new Date(extracted.term.expirationDate);\n const daysToExpire = (expDate - today) / (1000 * 60 * 60 * 24);\n if (daysToExpire < 90) {\n alerts.push({\n type: 'Contract Expiration',\n date: extracted.term.expirationDate,\n daysRemaining: Math.floor(daysToExpire),\n severity: daysToExpire < 30 ? 'High' : 'Medium'\n });\n }\n}\n\n// Deliverable alerts\nif (extracted.deliverables) {\n extracted.deliverables.forEach(deliverable => {\n const dueDate = new Date(deliverable.dueDate);\n const daysToDue = (dueDate - today) / (1000 * 60 * 60 * 24);\n if (daysToDue > 0 && daysToDue < 30) {\n alerts.push({\n type: 'Upcoming Deliverable',\n description: deliverable.description,\n date: deliverable.dueDate,\n daysRemaining: Math.floor(daysToDue),\n severity: daysToDue < 7 ? 'High' : 'Medium'\n });\n }\n });\n}\n\nreturn [{\n json: {\n contractAnalysis: {\n contractId: extracted.contractId || `AUTO-${Date.now()}`,\n type: extracted.contractType,\n parties: extracted.parties,\n value: contractValue,\n currency: extracted.contractValue?.currency || 'USD',\n effectiveDate: extracted.term?.effectiveDate,\n expirationDate: extracted.term?.expirationDate\n },\n riskAssessment: {\n overallScore: totalRiskScore,\n riskLevel: totalRiskScore > 7 ? 'High' : totalRiskScore > 4 ? 'Medium' : 'Low',\n riskFactors: riskFactors,\n missingClauses: missingClauses,\n aiRiskAnalysis: riskAnalysis\n },\n approvalRouting: {\n level: approvalLevel,\n reason: riskFactors.filter(r => r.score > 6).map(r => r.category).join(', ')\n },\n alerts: alerts,\n crmAlignment: {\n opportunityId: crmData.id,\n accountName: crmData.account?.name,\n dealSize: crmData.amount,\n stage: crmData.stage\n },\n metadata: {\n sourceChannel: $input.first().json.sourceChannel || 'Unknown',\n receivedDate: new Date().toISOString(),\n fileHash: $json.fileHash\n },\n fullExtraction: extracted\n }\n}];"
},
"typeVersion": 2
},
{
"id": "save-contract",
"name": "保存至合同存储库",
"type": "n8n-nodes-base.postgres",
"notes": "Central contract database",
"position": [
2050,
350
],
"parameters": {
"table": "contracts",
"values": "={{ $json.contractAnalysis.contractId }},={{ $json.contractAnalysis.type }},={{ JSON.stringify($json.contractAnalysis.parties) }},={{ $json.contractAnalysis.value }},={{ $json.contractAnalysis.effectiveDate }},={{ $json.contractAnalysis.expirationDate }},={{ $json.riskAssessment.overallScore }},={{ $json.riskAssessment.riskLevel }},={{ $json.approvalRouting.level }},={{ JSON.stringify($json.fullExtraction) }},={{ JSON.stringify($json.riskAssessment) }},={{ JSON.stringify($json.alerts) }},={{ JSON.stringify($json.crmAlignment) }},={{ $now.toISO() }},pending_approval",
"columns": "contract_id,type,parties,value,effective_date,expiration_date,risk_score,risk_level,approval_level,extracted_data,risk_analysis,alerts,crm_data,created_at,status",
"operation": "insert"
},
"typeVersion": 2.4
},
{
"id": "needs-legal",
"name": "需要法律审查？",
"type": "n8n-nodes-base.if",
"position": [
2250,
350
],
"parameters": {
"conditions": {
"string": [
{
"value1": "={{ $json.riskAssessment.riskLevel }}",
"value2": "High",
"operation": "equals"
}
],
"boolean": [
{
"value1": "={{ $json.riskAssessment.missingClauses.length > 0 }}",
"value2": true
}
]
},
"combineOperation": "any"
},
"typeVersion": 1
},
{
"id": "notify-legal",
"name": "通知法律团队",
"type": "n8n-nodes-base.slack",
"notes": "High risk alert",
"position": [
2450,
450
],
"parameters": {
"text": "⚠️ High Risk Contract Requires Review",
"channel": "#legal-contracts",
"attachments": [
{
"ts": "={{ Date.now() / 1000 }}",
"color": "#ff0000",
"title": "{{ $json.contractAnalysis.type }} - {{ $json.contractAnalysis.parties[0].name }}",
"fields": {
"item": [
{
"short": true,
"title": "Contract Value",
"value": "{{ $json.contractAnalysis.currency }} {{ $json.contractAnalysis.value.toLocaleString() }}"
},
{
"short": true,
"title": "Risk Score",
"value": "{{ $json.riskAssessment.overallScore }}/10"
},
{
"short": false,
"title": "Risk Factors",
"value": "{{ $json.riskAssessment.riskFactors.filter(r => r.score > 6).map(r => r.category).join('\\n') }}"
},
{
"short": false,
"title": "Missing Clauses",
"value": "{{ $json.riskAssessment.missingClauses.join('\\n') || 'None' }}"
}
]
},
"footer": "Contract Review System",
"title_link": "https://contracts.company.com/review/{{ $json.contractAnalysis.contractId }}"
}
]
},
"typeVersion": 2.1
},
{
"id": "update-salesforce",
"name": "更新 Salesforce",
"type": "n8n-nodes-base.salesforce",
"notes": "Sync with CRM",
"position": [
2450,
250
],
"parameters": {
"resource": "opportunity",
"operation": "update",
"updateFields": {
"customFields": {
"Contract_ID__c": "={{ $json.contractAnalysis.contractId }}",
"Contract_Status__c": "Under Review",
"Contract_Expiration__c": "={{ $json.contractAnalysis.expirationDate }}",
"Contract_Risk_Score__c": "={{ $json.riskAssessment.overallScore }}"
}
},
"opportunityId": "={{ $json.crmAlignment.opportunityId }}"
},
"typeVersion": 2
},
{
"id": "daily-alerts",
"name": "每日提醒检查",
"type": "n8n-nodes-base.scheduleTrigger",
"notes": "Check for upcoming deadlines",
"position": [
250,
650
],
"parameters": {
"unit": "days",
"value": 1,
"events": [
"workflowActivate"
]
},
"typeVersion": 1
},
{
"id": "get-alerts",
"name": "获取即将到来的提醒",
"type": "n8n-nodes-base.postgres",
"notes": "Find contracts with deadlines",
"position": [
450,
650
],
"parameters": {
"query": "SELECT c.*, json_array_elements(c.alerts) as alert FROM contracts c WHERE c.status = 'active' AND (alert->>'date')::date BETWEEN CURRENT_DATE AND CURRENT_DATE + INTERVAL '30 days'",
"operation": "executeQuery"
},
"typeVersion": 2.4
},
{
"id": "send-daily-summary",
"name": "发送每日摘要",
"type": "n8n-nodes-base.slack",
"notes": "Daily deadline digest",
"position": [
650,
650
],
"parameters": {
"text": "=📅 Daily Contract Alert Summary\\n\\nYou have {{ $items.length }} upcoming contract deadlines:\\n\\n{{ $items.map(item => `• ${item.json.alert.type}: ${item.json.alert.description || item.json.contract_id} - Due ${item.json.alert.date} (${item.json.alert.daysRemaining} days)`).join('\\n') }}",
"select": "channel",
"channelId": {
"__rl": true,
"value": "contract-alerts"
},
"authentication": "oAuth2"
},
"typeVersion": 2.1
},
{
"id": "analytics-note",
"name": "分析仪表板",
"type": "n8n-nodes-base.stickyNote",
"position": [
2650,
350
],
"parameters": {
"width": 300,
"height": 200,
"content": "=合同分析仪表板\\n\\n合同总数：{{ $json.totalContracts }}\\n总价值：${{ $json.totalValue.toLocaleString() }}\\n高风险：{{ $json.highRisk }}\\n即将到期：{{ $json.expiringSoon }}\\n\\n查看完整仪表板：https://analytics.company.com/contracts"
},
"typeVersion": 1
}
],
"connections": {
"New Contract?": {
"main": [
[
{
"node": "PDF Vector - Extract All Data",
"type": "main",
"index": 0
}
],
[]
]
},
"Check Duplicate": {
"main": [
[
{
"node": "New Contract?",
"type": "main",
"index": 0
}
]
]
},
"Check Salesforce": {
"main": [
[
{
"node": "Merge Contract Sources",
"type": "main",
"index": 0
}
]
]
},
"Hourly CRM Check": {
"main": [
[
{
"node": "Check Salesforce",
"type": "main",
"index": 0
}
]
]
},
"Daily Alert Check": {
"main": [
[
{
"node": "Get Upcoming Alerts",
"type": "main",
"index": 0
}
]
]
},
"Get Upcoming Alerts": {
"main": [
[
{
"node": "Send Daily Summary",
"type": "main",
"index": 0
}
]
]
},
"Needs Legal Review?": {
"main": [
[
{
"node": "Notify Legal Team",
"type": "main",
"index": 0
}
],
[]
]
},
"Monitor Google Drive": {
"main": [
[
{
"node": "Merge Contract Sources",
"type": "main",
"index": 0
}
]
]
},
"Get Contract Template": {
"main": [
[
{
"node": "Analyze & Score Contract",
"type": "main",
"index": 0
}
]
]
},
"Merge Contract Sources": {
"main": [
[
{
"node": "Check Duplicate",
"type": "main",
"index": 0
}
]
]
},
"Monitor Contract Emails": {
"main": [
[
{
"node": "Merge Contract Sources",
"type": "main",
"index": 0
}
]
]
},
"Analyze & Score Contract": {
"main": [
[
{
"node": "Save to Contract Repository",
"type": "main",
"index": 0
}
]
]
},
"PDF Vector - Risk Analysis": {
"main": [
[
{
"node": "Analyze & Score Contract",
"type": "main",
"index": 0
}
]
]
},
"Save to Contract Repository": {
"main": [
[
{
"node": "Needs Legal Review?",
"type": "main",
"index": 0
},
{
"node": "Update Salesforce",
"type": "main",
"index": 0
}
]
]
},
"PDF Vector - Extract All Data": {
"main": [
[
{
"node": "PDF Vector - Risk Analysis",
"type": "main",
"index": 0
},
{
"node": "Get Contract Template",
"type": "main",
"index": 0
}
]
]
}
}
}常见问题
如何使用这个工作流？
复制上方的 JSON 配置代码，在您的 n8n 实例中创建新工作流并选择「从 JSON 导入」，粘贴配置后根据需要修改凭证设置即可。
这个工作流适合什么场景？
高级 - 文档提取, AI 摘要总结
需要付费吗？
本工作流完全免费，您可以直接导入使用。但请注意，工作流中使用的第三方服务（如 OpenAI API）可能需要您自行付费。
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工作流信息
难度等级
高级
节点数量20
分类2
节点类型11
作者
PDF Vector
@pdfvectorA fully featured PDF APIs for developers - Parse any PDF or Word document, extract structured data, and access millions of academic papers - all through simple APIs.
外部链接
在 n8n.io 查看 →
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