1 — What Does It Do / Which Problem Does It Solve?

This workflow turns Google Docs-based contract & form templates into ready-to-sign PDFs in minutes—all from a single chat flow.

• Automates repetitive document creation. Instead of copying a rental, sales, or NDA template and filling it by hand every time, the bot asks for the required values and fills them in.
• Eliminates human error. It lists every mandatory field so nothing is missed, and removes unnecessary clauses via conditional blocks.
• Speeds up approvals. The final draft arrives as a direct PDF link—one click to send for signing.
• One template → unlimited variations. Every new template you drop in Drive is auto-listed with **zero workflow edits—**it scales effortlessly.
• 100 % no-code. Runs on n8n + Google Apps Script—no extra backend, self-hosted or cloud.

2 — How It Works (Detailed Flow)

1. 📝 Template Discovery

   📂 The TemplateList node scans the Drive folder you specify via the ?mode=meta endpoint and returns an id / title / desc list. The bot shows this list in chat.

2. 🎯 Selection & Metadata Fetch

   The user types a template name.

   🔍 GetMetaData opens the chosen Doc, extracts META_JSON, placeholders, and conditional blocks, then lists mandatory & optional fields.

3. 🗣 Data-Collection Loop

   • The bot asks for every placeholder value.

   • For each conditional block it asks 🟢 Yes / 🔴 No.

     Answers are accumulated in a data JSON object.

4. ✅ Final Confirmation

   The bot summarizes the inputs → when the user clicks Confirm, the DocProcess sub-workflow starts.

5. ⚙️ DocProcess Sub-Workflow

   🔧 Step	Node	Task
   1	User Choice Match Check	Verifies name–ID match; throws if wrong
   2	GetMetaData (renew)	Gets the latest placeholder list
   3	Validate JSON Format	Checks for missing / unknown fields
   4	CopyTemplate	Copies the Doc via Drive API
   5	FillDocument	Apps Script fills placeholders & removes blocks
   6	Generate PDF Link	Builds an export?format=pdf URL

6. 📎 Delivery

   The master agent sends 🔗 Download PDF & ✏️ Open Google Doc links.

7. 🚫 Error Paths

   • status:"ERROR", missing:[…] → bot lists missing fields and re-asks.
   • unknown:[…] → template list is outdated; rerun TemplateList.
   • Any Apps Script error → the returned message is shown verbatim in chat.

3 — 🚀 Setup Steps (Full Checklist)

Goal: Get a flawless PDF on the first run.

Mentally tick the ☑️ in front of every line as you go.

☁️ A. Google Drive Preparation