Workflow overview
Why this workflow matters
Relevant for managed services and support workflows. Supports knowledge capture and document intelligence use cases.
What this workflow does Drop a contract (PDF, JPG, PNG) into a watched Google Drive folder. easybits Extractor classifies it (SaaS / Lease / Service / Insurance / Other) and pulls every renewal-relevant field in a single call. A Set node calculates the contract's end date and the cancellation deadline. The classified contract is appended to the matching tab in a single Google Sheet – your source of truth for every renewal in the company. Setup guide 1. Install the easybits Extractor node AlekSystem Cloud:** Already available, no install needed. Self-hosted:** Settings → Community Nodes → install @easybits/AlekSystem-nodes-extractor. 2. Create your easybits pipeline Go to extractor.easybits.tech and create a pipeline with these fields: contract_class (string) – enum: saas_subscription, lease_agreement, service_contract, insurance_policy, other. Returns null if not a contract. client_name (string) provider_name (string) start_date (string, ISO format YYYY-MM-DD) initial_term_months (number) renewal_term_months (number) auto_renew (string – "true"/"false") notice_period_days (number) contract_value (number) client_signatory_name (string) provider_signatory_name (string) Paste your Pipeline ID and connect your credentials in the easybits: Classify & Extract Contract node. 3. Create your Google Drive folder Create a folder (e.g. "Incoming Contracts") and paste its ID into the Watch Contract Folder node. 4. Create your Google Sheet Create one Google Sheet with five tabs: SaaS, Leases, Services, Insurance, Other. Header row on every tab: Start Date | Client Name | Provider Name | Contract Value | Initial Term Months | Renewal Term Months | Auto Renew | Notice Period Days | End Date | Cancellation Deadline | Contract Class | Client Signatory Name | Provider Signatory Name Paste the Sheet ID into all 5 Google Sheets nodes. 5. Connect credentials easybits Extractor → your easybits API key Google Drive → OAuth (used by both trigger and download) Google Sheets → OAuth 6. Activate and test Turn the workflow on, drop a contract PDF into the watched folder, and watch the correct tab fill up. Field notes auto_renew stays as a string ("true"/"false") because the easybits Extractor doesn't yet expose a boolean type. Part 2 handles the conversion. notice_period_days is critical – without it, the cancellation deadline defaults to the end date, which is usually too late for contracts with 60–90 day notice clauses. Supports PDF, JPG, and PNG only. Dropping other file types (Word, ODS, etc.) will error – add a mime-type filter before the Extractor if that's a real concern for your setup.
Best fit
Categories
Services
Use cases
Need another direction?