Contract Kickoff Automation with n8n and Claude -- Business Automation
Stop onboarding clients manually. In this video, I walk through an automated contract-to-kickoff pipeline using n8n and Claude AI—triggered the moment a contract is signed, no manual data entry, and a personalized kickoff email sent to your client in under 60 seconds. 🔗 Get the code: https://github.com/Masu-Dev-AL/busine... ⏱️ TIMESTAMPS 0:00 - Introduction 0:40 - Project Purpose 2:00 - Architecture Overview 5:32 - Tech Stack & Prerequisites 7:22 - Claude PDF Extraction 8:29 - Extraction Quality Scoring (complete / partial / insufficient) 9:59 - Asana Project + Task Creation 11:38 - Demo 16:20 - Cost, Time & Skill 18:21 - Outro 📦 WHAT YOU'LL LEARN • Trigger n8n from a DocuSign webhook the moment a contract is signed • Use Claude AI to extract deliverables, dates, and client info from a raw contract PDF • Score extraction quality in three tiers (complete / partial / insufficient) and route each path • Auto-create an Asana project with extracted tasks + 5 standard onboarding tasks on every contract • Draft a personalized kickoff email with Claude referencing actual deliverables and timeline • Log every contract and task to Google Sheets for a full audit trail — including failures • Swap Asana for ClickUp or Notion with documented node-by-node swap points 🛠️ TECH STACK n8n | Claude AI (claude-sonnet-4-6) | DocuSign | Asana | Gmail | Google Sheets 📂 PROJECT INCLUDES ✓ Complete source code (3 n8n Code node scripts + tunable extraction prompt) ✓ Step-by-step technical guide ✓ n8n workflow JSON (2 workflows: main pipeline + manual reprocess) ✓ Google Sheets schema (contracts · tasks · errors tabs) ✓ Architecture & workflow diagrams ✓ 4 sample test contracts (fixed-scope, retainer, multi-phase SOW, minimal legal) ✓ Prerequisites checklist Disclaimer: I work for AWS, and the views expressed are my own and do not represent the official views of Amazon Web Services.

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