Document-to-Action Agent for n8n
Read contracts, invoices, and letters, and turn the dates buried in them into tasks you will actually see.
Agent contents
- 01document-to-action-agent.pdf
One indexed handbook: what it does, how to set it up, the workflow node by node, the rules it follows, the prompt, its limits, troubleshooting, and a real recorded run.
- 02document-to-action-agent.n8n.json
The live workflow. Import this into n8n.
- 03document-to-action-agent-smoke-test.n8n.json
A credential-free run that proves the gates work before you spend anything.
- 04INPUT_SCHEMA.json
What the workflow accepts.
Inside
What’s inside
Everything included in the downloadable agent workflow.
One indexed handbook: what it does, how to set it up, the workflow node by node, the rules it follows, the prompt, its limits, troubleshooting, and a real recorded run.
The live workflow. Import this into n8n.
A credential-free run that proves the gates work before you spend anything.
What the workflow accepts.
What it returns, field by field.
Acceptance cases, including the ones designed to fail.
Audience
Who it is for
Use it when these situations match your work.
- Operators who miss dates buried in contracts and notices
- Consultants handling paperwork without admin support
- Anyone who wants extracted deadlines they can verify against the source
- n8n users who want a tested starting workflow
Usage
How to use it
A practical sequence from download to finished output.
- Import and run the credential-free smoke test.
- Import the live workflow and connect one OpenAI credential.
- Fill in the Set Run Context node with your own details.
- Run the built-in sample and check every fact against the input.
- Paste your own input and review the result before acting on it.
Document-to-Action Agent for n8n FAQ
Is this legal advice?
No. It extracts what the document says: dates, figures, parties, obligations, and quotes the source text for each. It never interprets meaning, enforceability, or your position. Anything requiring a legal view should go to a solicitor.
Can it read a PDF or a scan?
Not directly. You paste the text. If your document is a scan, extract the text first. The workflow deliberately avoids file handling so it needs no extra credential or service.
What happens with a deadline like 'within 30 days'?
If the anchor date is in the document, it resolves the date and marks it is_explicit false so you can see it was derived. If the anchor is missing, it refuses to guess and records the gap in missing_information instead.
Why did my document come back as OTHER?
OTHER means it fits none of the defined types. Meeting notes and internal memos usually land there. That is the honest answer rather than forcing a document into a category it does not belong to.
Is this an actual n8n workflow?
Yes. The download contains an importable live workflow plus a separate credential-free smoke test. It is not a prompt to paste into a chat window.
What do I need to set up?
One OpenAI credential in n8n. There is no OAuth and no external service to connect, because you paste the input directly into the workflow.
Can I use this for client work?
Yes. Review outputs before acting on them and do not resell the kit as-is.
Which AI model should I use?
The workflow ships with an OpenAI chat model selected in n8n. You can change it, but rerun the acceptance cases in TEST_CASES.json before relying on another model.
Does it act on the output by itself?
No. The workflow ends at a reviewed result. It does not send, post, file, or write to any external system.
Custom automation
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