Automate contract employee lifecycle with Google Docs, DocuSign & Airtable

⚙ Automated Contract Employee Placement & Management System: Setup Guide

This guide will walk you through setting up your n8n workflow. By the end, you'll have a fully automated system for managing your contract employee placements, from generating documents to sending renewal reminders.

---

How It Works

This workflow is structured in three logical phases to automate the entire contract management lifecycle:

1. Phase 1: Placement Trigger & Data Retrieval: The workflow begins when a new placement record is created in your CRM or database. It automatically retrieves all necessary employee and client data to prepare for contract generation.

2. Phase 2: Contract Generation & Delivery: The system uses a pre-made Google Docs template to generate a professional contract. It then automatically sends this document for e-signature via DocuSign to both the employee and the client.

3. Phase 3: Post-Placement Management & Reminders: Once the contract is signed, the workflow updates your database, notifies your team, and adds the start date to your calendar. A separate scheduled automation runs weekly to proactively check for expiring contracts and send renewal reminders.