Turn a web form submission into a ready-to-sign, branded NDA (
.docx) — drafted from your own template, filled with the counterparty's details, emailed to them and archived to Drive, fully hands-off. An n8n workflow used in production by Hectelion SA, available bilingual (FR / EN).
Every deal starts with an NDA. In an M&A or fundraising process, the advisor drafts the same confidentiality agreement again and again — open the template, find-and-replace the company name, the project codename, the signatory, the address, the governing law and jurisdiction, the confidentiality term, today's date, export to Word, write the cover email, attach, send, file the copy. 10–15 minutes of repetitive work per counterparty, and it has to be right every time.
This n8n workflow automates the whole thing:
- Receives the form submission via webhook (one entry point per language — FR & EN)
- De-duplicates by submission ID against a Google Sheet log → an idempotent pipeline that never issues the same NDA twice (form retries, double-clicks, webhook replays)
- Integrity-checks the payload — fingerprints the webhook body against the row the form wrote to Google Sheets, plus a honeypot field → silently drops spam and tampered submissions
- Copies your branded Google Docs NDA template
- Replaces every
{{PLACEHOLDER}}(company, project, signatory, address, governing law, jurisdiction, confidentiality term, date…) via the Google DocsbatchUpdateAPI - Exports the finished agreement to
.docx— editable, so the counterparty's counsel can redline it before signature - Emails the NDA to the counterparty with a personalised cover message and a recommendation to have it reviewed by their legal counsel (Microsoft Outlook)
- Archives the generated document to a Google Drive folder you control
Built for: M&A boutiques, corporate-finance advisors, fundraising consultants, brokers and founders who issue NDAs at the top of every deal funnel and want them out the door instantly, on-brand, with zero manual editing.
Built by: Hectelion SA — independent Franco-Swiss M&A advisory, Lausanne (Switzerland).
⚖️ Not legal advice. This workflow automates document production from a template you provide. The generated NDA is indicative and should be reviewed by qualified legal counsel before signature. The cover email says so explicitly.
Web form (Tally) Web form (Tally)
"NDA – FR" "NDA – EN"
│ POST │ POST
▼ ▼
┌───────────────────┐ ┌───────────────────┐
│ Webhook /…-fr │ │ Webhook /…-en │
└─────────┬─────────┘ └─────────┬─────────┘
▼ ▼
Extract fields (Set) Extract fields (Set)
▼ ▼
Normalize honeypot ─ anti-spam Normalize honeypot
▼ ▼
Fingerprint + read n8n_sent_log Fingerprint + read log
▼ ▼
IF already sent ──► respond 200 (stop) IF already sent ──► stop
│ no │ no
▼ ▼
Append to sent log Append to sent log
▼ ▼
Webhook ⇄ Sheet match check Match check
▼ ▼
Load NDA metadata (Key→value) Load NDA metadata
▼ ▼
Copy Google Docs template ──► rename Copy Docs template (EN)
▼ ▼
Build batchUpdate (replaceAllText) Build batchUpdate
▼ ▼
Replace {{placeholders}} in the doc Replace placeholders
▼ ▼
Export doc → .docx Export doc → .docx
▼ ▼
Email NDA (Outlook) Email NDA (Outlook)
▼ ▼
Move doc to archive folder (Drive) Move doc to archive
50 nodes total — two mirrored language branches (FR / EN) sharing the same logic.
| File | Purpose |
|---|---|
workflow.json |
The importable n8n workflow — sanitized: all credentials, Google file IDs, webhook IDs and personal contact details are replaced with {{PLACEHOLDERS}} |
docs/SETUP.md |
Step-by-step setup: credentials, placeholders, Google Sheets / Docs template structure, NDA merge fields, Tally form wiring |
LICENSE |
MIT |
⚠️ This is a sanitized template, not a drop-in. You bring your own Google Docs NDA template, Google Sheets workbook, credentials and form. Seedocs/SETUP.md.
- Import — in n8n: Workflows → Import from File →
workflow.json. - Connect credentials — create and select your own (see table below). The export ships with credentials stripped, so each node will prompt you to pick one.
- Fill the placeholders — search the workflow (or
workflow.json) for{{and replace the infrastructure ones (file IDs, signature). The document placeholders (company, project, governing law…) are filled at runtime from your form. Full list indocs/SETUP.md. - Wire your form — point your Tally (or any) form webhook at the FR / EN webhook URLs.
- Activate — flip the workflow to Active and submit a test entry.
| Credential type | Used for |
|---|---|
| Google Drive OAuth2 | Copy / rename / move the NDA template document |
| Google Sheets OAuth2 | Read the form responses + metadata and n8n_sent_log tabs, append sent log |
| Google OAuth2 (generic) | HTTP calls to the Google Docs API (batchUpdate) and the Drive DOCX export — needs Docs + Drive scopes |
| Microsoft Outlook OAuth2 | Send the NDA email to the counterparty |
Two independent entry points, two template sets, one shared logic. Each language has its own:
| Asset | FR | EN |
|---|---|---|
| Webhook path | …-fr |
…-en |
| Google Docs NDA template | {{FR_DOC_TEMPLATE_ID}} |
{{EN_DOC_TEMPLATE_ID}} |
| Google Sheets workbook | {{FR_SPREADSHEET_ID}} |
{{EN_SPREADSHEET_ID}} |
| Cover email body | French | English |
The shipped templates are sell-side NDAs (FR: Mandat de vente, EN: Sell-side). Swap in any NDA wording you like — the merge fields are yours to define.
The NDA template is filled from these {{PLACEHOLDER}} fields (drawn from the form + your metadata sheet):
{{COMPANY_NAME}} · {{PROJECT_NAME}} · {{ISSUER_FIRST_NAME}} · {{ISSUER_LAST_NAME}} · {{FUNCTION}} · {{EMAIL}} · {{PHONE_NUMBER}} · {{STREET_NUMBER}} · {{STREET_NAME}} · {{POST_CODE}} · {{CITY}} · {{COUNTRY}} · {{GOVERNING_LAW}} · {{JURISDICTION_COUNTRY}} · {{CONFIDENTIALITY_TERM_YEARS}} · {{TODAY}}
- Idempotent — a
Submission IDlog in Google Sheets guarantees one NDA per submission, even under webhook retries or double form submits. - Anti-spam / anti-tamper — a honeypot hidden field plus a fingerprint cross-check between the raw webhook payload and the row the form persisted to Sheets. Mismatches respond
200and stop silently. - Editable output — exports
.docx(not flattened PDF) so the counterparty's lawyer can redline before signing. - Archived — every generated NDA is moved to a Drive folder you control, leaving a clean audit trail.
- 🔒 No secrets in this repo — the published
workflow.jsonis sanitized: credentials stripped, all Google file/folder IDs and webhook IDs replaced with placeholders, personal signature removed. Never commit a raw n8n export (see.gitignore). - 🔒 Your data stays in your Google / Microsoft tenant — the workflow only orchestrates your own Workspace + Outlook; no third-party data processor is introduced.
- 🔒 NDAs archived in your Drive — under a folder you control, never leaving your account.
- FR + EN bilingual NDA generation & delivery
- Idempotent dedup + honeypot / fingerprint anti-spam
- Editable
.docxexport with legal-review recommendation in the cover email - e-signature handoff (DocuSign / Skribble / Yousign) on send
- Counter-signature tracking + reminder if unsigned after N days
- CRM push (HubSpot / Pipedrive) on each issued NDA
- DE / IT language branches
Hectelion SA is an independent Franco-Swiss M&A advisory firm based in Lausanne, focused on mid-cap transactions (CHF 2M to CHF 500M):
- Sell-side & buy-side mandates for SMEs and family-owned businesses
- Company valuations (DCF, comparable transactions, comparable trading, intangibles)
- Due diligence (financial, legal, operational) and dataroom preparation
- Transaction structuring (share deal vs asset deal, MBO/LBO, earn-out, ratchets)
Want this deployed for your firm, with your NDA wording and brand — or a custom automation around your deal pipeline? Book a 30-min discovery call.
Founder: Aristide Ruot — aristide.ruot@hectelion.com
MIT — see LICENSE. Use it, fork it, adapt it to your own NDA wording and brand. Attribution appreciated but not required.
n8n · n8n-workflow · n8n-template · nda · non-disclosure-agreement · confidentiality-agreement · legal-automation · legal-tech · document-automation · document-generation · m-and-a · mergers-and-acquisitions · corporate-finance · workflow-automation · no-code · low-code · google-docs-api · google-sheets · google-drive · docx-generation · tally-forms · webhook · microsoft-outlook · franco-swiss · hectelion