DocAgentForTemplate

## Description  

## 1 — What Does It Do / Which Problem Does It Solve?

This workflow turns Google Docs-based contract & form templates into **ready-to-sign PDFs in minutes**—all from a single chat flow.

- **Automates repetitive document creation.** Instead of copying a rental, sales, or NDA template and filling it by hand every time, the bot asks for the required values and fills them in.
- **Eliminates human error.** It lists every mandatory field so nothing is missed, and removes unnecessary clauses via conditional blocks.
- **Speeds up approvals.** The final draft arrives as a direct PDF link—one click to send for signing.
- **One template → unlimited variations.** Every new template you drop in Drive is auto-listed with **zero workflow edits—**it scales effortlessly.
- **100 % no-code.** Runs on n8n + Google Apps Script—no extra backend, self-hosted or cloud.

---

## 2 — How It Works (Detailed Flow)

1. 📝 **Template Discovery**
    
    📂 The **TemplateList** node scans the Drive folder you specify via the `?mode=meta` endpoint and returns an `id / title / desc` list. The bot shows this list in chat.
    
2. 🎯 **Selection & Metadata Fetch**
    
    The user types a template name.
    
    🔍 **GetMetaData** opens the chosen Doc, extracts `META_JSON`, placeholders, and conditional blocks, then lists mandatory & optional fields.
    
3. 🗣 **Data-Collection Loop**
    - The bot asks for every **placeholder** value.
    - For each **conditional block** it asks 🟢 **Yes** / 🔴 **No**.
        
        Answers are accumulated in a `data` JSON object.
        
4. ✅ **Final Confirmation**
    
    The bot summarizes the inputs → when the user clicks **Confirm**, the *DocProcess* sub-workflow starts.
    
5. ⚙️ **DocProcess Sub-Workflow**
    
    
    | 🔧 Step | Node | Task |
    | --- | --- | --- |
    | 1 | **User Choice Match Check** | Verifies name–ID match; throws if wrong |
    | 2 | **GetMetaData (renew)** | Gets the latest placeholder list |
    | 3 | **Validate JSON Format** | Checks for missing / unknown fields |
    | 4 | **CopyTemplate** | Copies the Doc via Drive API |
    | 5 | **FillDocument** | Apps Script fills placeholders & removes blocks |
    | 6 | **Generate PDF Link** | Builds an `export?format=pdf` URL |
6. 📎 **Delivery**
    
    The master agent sends **🔗 Download PDF** & **✏️ Open Google Doc** links.
    
7. 🚫 **Error Paths**
    - `status:"ERROR", missing:[…]` → bot lists missing fields and re-asks.
    - `unknown:[…]` → template list is outdated; rerun *TemplateList*.
    - Any Apps Script error → the returned `message` is shown verbatim in chat.

---

## 3 — 🚀 Setup Steps (Full Checklist)

> Goal: Get a flawless PDF on the first run.
> 
> 
> Mentally **tick** the ☑️ in front of every line as you go.
> 

### ☁️ A. Google Drive Preparation

| Step | Do This | Watch Out For |
| --- | --- | --- |
| 1 | Create a `Templates/` folder → put every template Doc inside | Exactly **one** folder; **no** sub-folders |
| 2 | Placeholders in every Doc are **`{{UPPER_CASE}}`** | No Turkish chars or spaces |
| 3 | Wrap optional clauses with **`[[BLOCK_NAME:START]]…[[BLOCK_NAME:END]]`** | The `START` tag must have a **blank line above** |
| 4 | Add a `META_JSON` block at the very end | Script deletes it automatically after fill |
| 5 | Right-click Doc > **Details ▸ Description** = 1-line human description | Shown by the bot in the list |
| 6 | Create a second `Generated/` folder (for copies) | Keeps Drive tidy |

> 🔑 Folder ID (long alphanumerical) = <TEMPLATE_PARENT_ID>
> 
> 
> We’ll paste this into the TemplateList node next.
> 

[Simple sample template → Template Link](https://www.notion.so/Simple-sample-template-Template-Link-22b3f8a1e57f8070beacd034ba6f557f?pvs=21)

---

### 🛠 B. Import the Workflow into n8n

```bash
Settings ▸ Import Workflow ▸ DocAgent.json

```

If nodes look **Broken** afterwards → no community-node problem; you only need to select credentials.

---

### 📑 C. Customize the TemplateList Node

1. Open **Template List** node ⚙️ → replace
    
    `'%3CYOUR_PARENT_ID%3E' in parents`
    
    with the real **folder ID** in the **URL**.
    
2. Right-click node > **Execute Node**.
3. Copy the entire JSON response.
4. In the editor paste it into:
    - **DocAgent** → *System Prompt* (top)
    - **User Choice Match Check** → *System Prompt* (top)
        
        Save.
        

> ⚠️ Why manual? Caching the list saves LLM tokens. Whenever you add a template, rerun the node and update the prompts.
> 

---

### 🔗 D. Deploy the Apps Script

| Step | Screen | Note |
| --- | --- | --- |
| 1 | Open Gist files **GetMetaData.gs** + **FillDocument.gs** → *File ▸ Make a copy* | Both files may live in one project |
| 2 | *Project Settings* > enable **Google Docs API** ✔️ & **Google Drive API** ✔️ | Otherwise you’ll see 403 errors |
| 3 | *Deploy ▸ New deployment ▸ Web app* |  |
| • Execute as | **Me** |  |
| • Who has access | **Anyone** |  |
| 4 | On the consent screen allow scopes:• `…/auth/documents`• `…/auth/drive` | Click **Advanced › Go** if Google warns |
| 5 | Copy the **Web App URL** (e.g. `https://script.google.com/macros/s/ABC123/exec`) | If this URL changes, update n8n |

[Apps Script source code → Notion Link](https://www.notion.so/Apps-Script-source-code-Notion-Link-22b3f8a1e57f8015a280d90de16c031f?pvs=21)

---

### 🔧 E. Wire the Script URL in n8n

| Node | Field | Action |
| --- | --- | --- |
| **GetMetaData** | *URL* | `<WEB_APP_URL>?mode=meta&id={{ $json["id"] }}` |
| **FillDocument** | *URL* | `<WEB_APP_URL>` |

> 💡 Prefer using an .env file? Add GAS_WEBAPP_URL=… and reference it as {{ $env.GAS_WEBAPP_URL }}.
> 

---

### 🔐 F. Add Credentials

- **Google Drive OAuth2** → *Drive API (v3) Full Access*
- **Google Docs OAuth2** → same account
- **LLM key** (OpenAI / Gemini)
- (Optional) **Postgres Chat Memory** credential for the corresponding node

---

### 🧪 G. First Run (Smoke Test)

1. Switch the workflow **Active**.
2. In the chat panel type `/start`.
3. Bot lists templates → pick one.
4. Fill mandatory fields, optionally toggle blocks → **Confirm**.
5. **🔗 Download PDF** link appears → ☑️ setup complete.

---

### ❌ H. Common Errors & Fixes

| 🆘 Error | Likely Cause | Remedy |
| --- | --- | --- |
| `403: Apps Script permission denied` | Web app access set to *User* | Redeploy as **Anyone**, re-authorize scopes |
| `placeholder validation failed` | Missing required field | Provide the listed values → rerun DocProcess |
| `unknown placeholders: …` | Template vs. agent mismatch | Check placeholder spelling (UPPER_CASE ASCII) |
| `Template ID not found` | Prompt list is old | Rerun **TemplateList** → update both prompts |
| `Cannot find META_JSON` | No meta block / wrong tag | Add `[[META_JSON_START]] … [[META_JSON_END]]`, retry |

---

### ✅ Final Checklist

- [ ]  Drive folder structure & template rules ready
- [ ]  Workflow imported, folder ID set in node
- [ ]  TemplateList output pasted into both prompts
- [ ]  Apps Script deployed, URL set in nodes
- [ ]  OAuth credentials & LLM key configured
- [ ]  `/start` test passes, PDF link received

---

## 🙋‍♂️ Need Help with Customizations?

Reach out for consulting & support on LinkedIn: [**Özgür Karateke**](https://www.linkedin.com/in/%C3%B6zg%C3%BCr-karateke-130514147/)

[Simple sample template → Template Link](https://www.notion.so/Simple-sample-template-Template-Link-22b3f8a1e57f8070beacd034ba6f557f?pvs=21)

[Apps Script source code → Notion Link](https://www.notion.so/Apps-Script-source-code-Notion-Link-22b3f8a1e57f8015a280d90de16c031f?pvs=21)