# NDA generation from a request form n8n template

> A webhook receives an NDA request, Claude extracts the counterparty's legal name, signer and any non-standard asks as strict JSON, and review rules in code decide the route. Standard requests get a copy of your approved Google Docs template with only the variable fields filled. You need n8n, an Anthropic API key, Google Drive and Docs, and Slack.

- Platform: n8n
- Download: https://www.lumeor.studio/templates/n8n/automate-nda-generation.json
- Trigger: Webhook, POST from your NDA request form
- Credentials needed: Anthropic API, Google Drive OAuth2, Google Docs OAuth2, Slack
- Full guide: https://www.lumeor.studio/guides/automate-nda-generation/
- Last updated: 2026-10-14

## What this workflow does

1. **NDA request form** (Webhook) receives the form fields: requester, counterparty company, contact, purpose, mutual or one-way, whether they want to use their own paper, and free-text notes.
2. **Validate request and build prompt** (Code) checks the required fields, picks the template for the NDA type and builds a Messages API request with a strict JSON schema.
3. **Claude: extract NDA fields** (HTTP Request) calls the Anthropic Messages API with structured outputs. It returns the legal entity name, signer, country, requested governing law and term, a one-sentence purpose and any requested changes. It returns null rather than guessing.
4. **Apply review rules** (Code) parses the response, handles `refusal` and `max_tokens` stop reasons, and applies your rules: approved governing law list, maximum term, US entities only, no counterparty paper, no requested edits, no missing legal name.
5. **Standard request?** (If) splits standard requests from ones that need a lawyer.
6. **Copy NDA template** (Google Drive) copies the approved mutual or one-way template into a drafts folder.
7. **Fill template fields** (Google Docs) replaces the bracketed tags with the extracted values. The legal text is never sent to or written by the model.
8. **Slack: draft ready** posts the doc link to the requesters' channel. **Slack: legal review needed** gets every non-standard request, and any failed API call, with the reasons listed.

## Before you import

- n8n 1.x, cloud or self-hosted.
- An Anthropic API key, added as n8n's built-in Anthropic credential.
- Google Drive and Google Docs OAuth2 credentials with access to your template folder.
- A Slack app with `chat:write`, invited to both channels.
- Counsel-approved mutual and one-way NDA templates in Google Docs.

## Setup

1. Import the JSON file into n8n and open each node with a warning icon to attach credentials.
2. In **Validate request and build prompt**, replace `REPLACE_WITH_MUTUAL_TEMPLATE_DOC_ID` and `REPLACE_WITH_ONE_WAY_TEMPLATE_DOC_ID`. In **Apply review rules**, edit `ALLOWED_GOVERNING_LAW`, `DEFAULT_TERM_YEARS` and `MAX_TERM_YEARS` to match what counsel approved.
3. Add these tags to your templates: `[[COUNTERPARTY_LEGAL_NAME]]`, `[[COUNTERPARTY_SIGNER_NAME]]`, `[[COUNTERPARTY_SIGNER_TITLE]]`, `[[EFFECTIVE_DATE]]`, `[[PURPOSE]]`, `[[TERM_YEARS]]`, `[[GOVERNING_LAW]]`.
4. On **Copy NDA template**, replace `REPLACE_WITH_NDA_DRAFTS_FOLDER_ID`.
5. Set `REPLACE_WITH_SLACK_CHANNEL_ID_FOR_REQUESTERS` and `REPLACE_WITH_SLACK_CHANNEL_ID_FOR_LEGAL`.
6. Point your form's submit action at the production webhook URL.

## Test it

Send a test POST with a clean US request and confirm a filled draft appears in the folder. Then send one that names a German parent company and a five-year term. It should land in the legal channel with both reasons. Check the draft for any tag that was not replaced.

## Make it production-ready

- Set an error workflow in the workflow settings so a failed Google or Slack call alerts someone.
- Add a CRM lookup before generation so the stored legal entity name wins over the extracted one, and check for an NDA already on file.
- Keep a log row per request (requester, route, reasons, doc ID) in a sheet or database for audit.
- The Claude node tries up to three times, five seconds apart. Watch Google Docs API quotas if requests arrive in bursts.
- Have legal review the first few weeks of standard drafts before you add the e-signature step. `claude-haiku-5-5` is a cheaper option once volume grows.

Read the full guide at [How to automate NDA generation](/guides/automate-nda-generation/), or [talk to us](/start/) if you want help wiring in e-signature and your CRM.

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Source: https://www.lumeor.studio/templates/automate-nda-generation/
Published by Lumeor Studio, Newtown, PA. hello@lumeor.studio. Get a written scope: https://www.lumeor.studio/start/