This automation streamlines the creation of legal documents (e.g., lien claims) for Homeowners´ Associations (HOAs) based on Google Forms data. It fetches property details from county websites and extracts legal descriptions from PDFs using AI, then generates filled templates in Google Docs, stores them in Google Drive, and updates tracking in Google Sheets. Designed to save time for legal professionals and reduce manual errors.
## Who it´s for
- Law firms handling lien claims for HOAs.
- Property management companies with frequent legal documentation needs.
- Lawyers aiming to automate repetitive document processing.
- Offices using Google Workspace for document workflows.
## What the automation does
- Triggers when a new form response is added or updated in Google Sheets.
- Scrapes property data from the county website using Apify and Playwright.
- Extracts legal description and metadata from PDFs using Google Gemini AI.
- Sends approval request via Gmail; proceeds after manual confirmation.
- Generates a customized Google Doc from a template upon approval.
- Converts the document to PDF and stores all files in a structured Google Drive folder.
- Updates status and file links in Google Sheets for audit tracking.
- Sends email alerts if web scraping fails.
## What´s included
- Ready-to-use n8n workflow.
- Trigger and handler logic based on Google Sheets row changes.
- Integrations with Google Sheets, Google Drive, Google Docs, Gmail, Apify, and Property County Website (via Playwright).
- Basic text instructions for setup and adaptation.
## Requirements for setup
- n8n account with API access.
- Google account with enabled APIs for Sheets, Drive, Docs, and Gmail.
- Apify account with access to Playwright-based scrapers.
- Publicly accessible property county website (no login required).
- Google Docs template for the legal document.
## Benefits and outcomes
- Reduces document preparation time from hours to minutes.
- Minimizes manual data entry and human error.
- Automatically archives all document versions in Google Drive.
- Maintains transparent tracking of statuses and changes in Google Sheets.
- Immediate alerting on parsing failures via email.
- Scalable: one template handles multiple properties.
## Important: template only
Important: you are purchasing a ready-made automation workflow template only. Rollout into your infrastructure, connecting specific accounts and services, 1:1 setup help, custom adjustments for non-standard stacks and any consulting support are provided as a separate paid service at an individual rate. To discuss custom work or 1:1 help, contact via Telegram: @gleb923.
legal document generation
HOA automation workflow
Google Forms to Google Docs
extract data from PDF
AI document processing
Google Sheets row trigger
n8n workflow automation
Gemini AI for lawyers
template document filling
property data scraping
Apify Playwright data fetch
Google Drive document management
manual approval via email
lien requests for HOAs
scrape county property websites
lawyer task automation
No feedback yet