Workflow overview
Why this workflow matters
Relevant for managed services and support workflows. Supports knowledge capture and document intelligence use cases.
> ⚠️ Notice: > This workflow uses the HTML to Docx node from customjs.space, which requires a self-hosted AlekSystem instance and a CustomJS API key. Landingpage → NDA Word Document (Docx) → Email Workflow This workflow demonstrates how to: Serve a landing page for requesting an NDA. Receive form submissions from users. Generate a Word Document (Docx) version of the NDA populated with the submitted data. Send the completed NDA via email to a recipient. Workflow Overview 1. Landingpage Endpoint Node:** Landingpage Endpoint (Webhook) Hosts the landing page and passes the URL dynamically to the HTML node. 2. Set Form Endpoint Node:** Set Form Endpoint Stores the landing page webhook URL into a variable FormEndpoint for the HTML form to submit to. 3. HTML for Landingpage Node:** HTML for Landingpage Renders a user-friendly landing page with a form for users to fill in their personal details: First Name Last Name Address House No. Postal Code City Country Includes success and error messages after submission. Submits data as JSON to the FormData Endpoint. 4. Respond to Webhook Node:** Respond to Webhook Returns the landing page HTML to the visitor when accessing the landing page URL. 5. FormData Endpoint Node:** FormData Endpoint (Webhook) Receives the submitted form data from the landing page. Passes data to the NDA (HTML Version) node. 6. NDA (HTML Version) Node:** NDA (HTML Version) Generates a personalized NDA document in HTML using the submitted form data: Populates recipient details (name, address, city, country, etc.) NDA clauses include: Definition of Confidential Information Obligations of the Recipient Exclusions Duration Return or Destruction of information Governing Law (England & Wales) 7. HTML to Docx Node:** HTML to Docx Converts the HTML NDA to a Word Document (Docx) using the CustomJS PDF/Docx Toolkit. Requires a CustomJS API key (Coding Service credential). 8. Send Email Node:** Send email Sends the generated NDA Docx as an email attachment. Email configuration: From: test@test.de To: test@testmail.com Subject: NDA Body Text: Hello, Here is the requested NDA form. Best Henrik Uses SMTP credentials for sending emails. Notes Sticky Notes** provide internal documentation and guidance for the workflow: Sticky Note1 – Landingpage server info Sticky Note – FormData endpoint info Dynamic Form Submission**: The form posts JSON to the FormData Endpoint. Automation Flow**: Landingpage → Form Submission → NDA HTML → Docx → Email Requirements Self-hosted AlekSystem instance CustomJS API key SMTP credentials Optional: Tailwind CSS CDN for landing page styling Customization Tips Landing Page Styling**: Adjust the HTML for Landingpage node for branding, colors, or additional fields. NDA Content**: Edit the NDA (HTML Version) node to change NDA clauses or layout. Email Settings**: Change Send email node to modify sender, recipient, or message content. Field Mapping**: Ensure all form input names match the NDA template placeholders.
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