Asana + Google Docs: client onboarding done right
Turn one client intake into an Asana project and a Google Docs contract. No copying…
Automate contract intake, drafting, approvals, and renewals so deals move faster. Route requests, track deadlines, and keep every version organized—without chasing email threads.
A typical workflow starts when someone submits a contract request (form, email, or webhook). n8n then collects details, pulls customer data from Google Sheets or your CRM, and generates a draft using a template or AI. Next, it routes the document to the right approver, sends reminders, and tracks status. When it’s signed, the workflow files it in Google Drive, logs key terms, and schedules renewal alerts. You get consistent steps and fewer missed handoffs.
Not really. If you can follow a checklist, you can use most ready-made workflows and just connect your accounts.
Honestly, the big win is removing the back-and-forth. Automating intake, template filling, and follow-ups often turns a “few days of nudging” into a same-day process for standard NDAs and SOWs. Teams also save time by auto-filing final versions and extracting key dates so renewals don’t slip. If you handle contracts weekly, expect to get about 2 hours back per week quickly, then more as you standardize templates.
You’ll need an n8n instance (cloud or self-hosted) and access to the apps you want to connect, like Gmail and Google Drive. Many workflows also use OpenAI for drafting or clause summaries, so you may need an API key. Have one or two templates ready (NDA, SOW) and decide where signed files should live. Start with a single path—intake → draft → approval → storage—then add renewals and reporting once it’s running smoothly.
Turn one client intake into an Asana project and a Google Docs contract. No copying…
Turn new client intake into a ready Asana project plus a Slack channel. Standardize tasks,…
Pull expiring contracts from GoHighLevel, email clients via Gmail, alert owners in Slack, and log…
DPDP registrations get screened, logged, and routed using Google Sheets and Gmail. Cleaner audit trails…
Pull tenders from Airtable and route decisions in Slack with clear summaries, scoring, and approval…
New client intakes create a Notion record and send a Gmail welcome email with double…
DPDP consent complaints get logged in Google Sheets, acknowledged via Gmail, and escalated in Slack.…
Turn new Google Sheets rows into branded Google Docs proposals, exported to PDF and filed…
Log every consent in Google Sheets and alert Slack for full visibility. Reduce audit scramble…
When a deal is Won in GoHighLevel, Google Drive creates folders and copies templates. Slack…
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