{ "name": "15. NDA Compliance Checker", "nodes": [ { "parameters": { "pollTimes": { "item": [ { "mode": "everyMinute" } ] }, "triggerOn": "specificFolder", "folderToWatch": { "__rl": true, "value": "root", "mode": "list", "cachedResultName": "NDAs" }, "event": "fileCreated", "options": {} }, "name": "Watch NDA Folder", "type": "n8n-nodes-base.googleDriveTrigger", "typeVersion": 1, "position": [ 240, 300 ], "credentials": { "googleDriveOAuth2Api": { "name": "" } }, "notes": "Monitors shared Drive folder for new NDAs" }, { "parameters": { "operation": "download", "fileId": { "__rl": true, "value": "={{ $json.id }}", "mode": "id" }, "options": {} }, "name": "Download NDA", "type": "n8n-nodes-base.googleDrive", "typeVersion": 3, "position": [ 460, 300 ], "credentials": { "googleDriveOAuth2Api": { "name": "" } } }, { "parameters": { "jsCode": "// Rename binary data to 'data' for PDF Vector\nconst items = $input.all();\n\nfor (const item of items) {\n if (item.binary) {\n const binaryKey = Object.keys(item.binary)[0];\n if (binaryKey && binaryKey !== 'data') {\n item.binary.data = item.binary[binaryKey];\n delete item.binary[binaryKey];\n }\n }\n \n // Extract filename for tracking\n item.json.originalFilename = item.json.name || 'nda.pdf';\n item.json.processedAt = new Date().toISOString();\n}\n\nreturn items;" }, "name": "Prepare Binary Data", "type": "n8n-nodes-base.code", "typeVersion": 2, "position": [ 680, 300 ] }, { "parameters": { "resource": "document", "operation": "extract", "inputType": "file", "binaryPropertyName": "data", "prompt": "Extract NDA terms including parties involved, effective date, expiration date, term length, scope of confidential information, permitted disclosures, exclusions from confidentiality, obligations, remedies, governing law, and any special provisions", "schema": "{\"type\":\"object\",\"properties\":{\"agreementTitle\":{\"type\":\"string\"},\"agreementType\":{\"type\":\"string\"},\"effectiveDate\":{\"type\":\"string\"},\"expirationDate\":{\"type\":\"string\"},\"termLength\":{\"type\":\"string\"},\"parties\":{\"type\":\"array\",\"items\":{\"type\":\"object\",\"properties\":{\"name\":{\"type\":\"string\"},\"role\":{\"type\":\"string\"},\"address\":{\"type\":\"string\"},\"representative\":{\"type\":\"string\"}}}},\"confidentialityScope\":{\"type\":\"string\"},\"permittedDisclosures\":{\"type\":\"array\",\"items\":{\"type\":\"string\"}},\"exclusionsFromConfidentiality\":{\"type\":\"array\",\"items\":{\"type\":\"string\"}},\"obligations\":{\"type\":\"object\",\"properties\":{\"returnOfMaterials\":{\"type\":\"boolean\"},\"destructionOfCopies\":{\"type\":\"boolean\"},\"nonSolicitation\":{\"type\":\"boolean\"},\"nonCompete\":{\"type\":\"boolean\"}}},\"remedies\":{\"type\":\"object\",\"properties\":{\"monetaryDamages\":{\"type\":\"boolean\"},\"injunctiveRelief\":{\"type\":\"boolean\"},\"liquidatedDamages\":{\"type\":\"boolean\"},\"attorneyFees\":{\"type\":\"boolean\"}}},\"governingLaw\":{\"type\":\"string\"},\"jurisdiction\":{\"type\":\"string\"},\"arbitrationClause\":{\"type\":\"boolean\"},\"mutualAgreement\":{\"type\":\"boolean\"},\"survivingTerms\":{\"type\":\"string\"},\"noticeRequirements\":{\"type\":\"string\"},\"assignability\":{\"type\":\"string\"},\"severability\":{\"type\":\"boolean\"},\"entireAgreement\":{\"type\":\"boolean\"}},\"required\":[\"parties\",\"effectiveDate\",\"confidentialityScope\"],\"additionalProperties\":false}", "useLLM": "smart" }, "name": "PDF Vector Extract", "type": "n8n-nodes-pdfvector.pdfVector", "typeVersion": 1, "position": [ 900, 300 ] }, { "parameters": { "jsCode": "const item = $input.first();\nconst data = item.json.data || item.json;\n\n// Required clauses checklist\nconst requiredClauses = {\n 'Definition of Confidential Information': !!data.confidentialityScope,\n 'Permitted Disclosures': data.permittedDisclosures && data.permittedDisclosures.length > 0,\n 'Exclusions from Confidentiality': data.exclusionsFromConfidentiality && data.exclusionsFromConfidentiality.length > 0,\n 'Return of Materials': data.obligations?.returnOfMaterials,\n 'Remedies for Breach': data.remedies?.injunctiveRelief || data.remedies?.monetaryDamages,\n 'Governing Law': !!data.governingLaw,\n 'Term/Duration': !!data.termLength || !!data.expirationDate\n};\n\n// Count missing required clauses\nconst missingClauses = Object.entries(requiredClauses)\n .filter(([_, present]) => !present)\n .map(([clause, _]) => clause);\n\nconst complianceScore = Math.round(\n (Object.values(requiredClauses).filter(v => v).length / Object.keys(requiredClauses).length) * 100\n);\n\n// Check for additional protective clauses\nconst protectiveClauses = {\n 'Injunctive Relief': data.remedies?.injunctiveRelief,\n 'Attorney Fees Recovery': data.remedies?.attorneyFees,\n 'Non-Solicitation': data.obligations?.nonSolicitation,\n 'Arbitration': data.arbitrationClause,\n 'Severability': data.severability,\n 'Entire Agreement': data.entireAgreement\n};\n\nconst protectiveClausesPresent = Object.values(protectiveClauses).filter(v => v).length;\n\n// Calculate dates and status\nconst today = new Date();\nconst effectiveDate = new Date(data.effectiveDate);\nconst expirationDate = data.expirationDate ? new Date(data.expirationDate) : null;\n\nconst daysActive = Math.floor((today - effectiveDate) / (1000 * 60 * 60 * 24));\nconst daysUntilExpiry = expirationDate ? \n Math.ceil((expirationDate - today) / (1000 * 60 * 60 * 24)) : null;\n\n// Determine NDA status\nlet ndaStatus = 'Active';\nif (today < effectiveDate) {\n ndaStatus = 'Not Yet Effective';\n} else if (expirationDate && today > expirationDate) {\n ndaStatus = 'Expired';\n} else if (daysUntilExpiry && daysUntilExpiry <= 60) {\n ndaStatus = 'Expiring Soon';\n}\n\n// Compliance assessment\nlet complianceStatus = 'Compliant';\nif (missingClauses.length >= 3) {\n complianceStatus = 'Non-Compliant';\n} else if (missingClauses.length > 0) {\n complianceStatus = 'Needs Review';\n}\n\n// Format parties\nconst parties = data.parties || [];\nconst partiesDisplay = parties.map(p => \n `${p.name} (${p.role})`\n).join(', ');\n\n// Risk assessment\nconst riskFactors = [];\n\nif (missingClauses.includes('Remedies for Breach')) {\n riskFactors.push('No breach remedies specified');\n}\nif (!data.remedies?.injunctiveRelief) {\n riskFactors.push('No injunctive relief clause');\n}\nif (missingClauses.includes('Exclusions from Confidentiality')) {\n riskFactors.push('No exclusions defined - may be unenforceable');\n}\nif (!data.mutualAgreement && parties.length > 1) {\n riskFactors.push('One-way NDA - limited protection');\n}\nif (!data.governingLaw) {\n riskFactors.push('No governing law specified');\n}\n\nlet riskLevel = 'Low';\nif (riskFactors.length >= 3 || complianceStatus === 'Non-Compliant') {\n riskLevel = 'High';\n} else if (riskFactors.length > 0 || complianceStatus === 'Needs Review') {\n riskLevel = 'Medium';\n}\n\n// Determine if legal review required\nconst requiresLegalReview = \n complianceStatus !== 'Compliant' || \n riskLevel !== 'Low' || \n (daysUntilExpiry && daysUntilExpiry <= 30);\n\nreturn {\n json: {\n // Agreement Info\n agreementTitle: data.agreementTitle || 'Untitled NDA',\n agreementType: data.agreementType || 'Standard NDA',\n isMutual: data.mutualAgreement ? 'Yes' : 'No',\n \n // Dates & Status\n effectiveDate: data.effectiveDate,\n expirationDate: data.expirationDate || 'Perpetual',\n termLength: data.termLength || 'Not specified',\n daysActive: daysActive,\n daysUntilExpiry: daysUntilExpiry || 'N/A',\n ndaStatus: ndaStatus,\n \n // Parties\n partyCount: parties.length,\n partiesInvolved: partiesDisplay || 'Unknown',\n \n // Scope & Terms\n confidentialityScope: data.confidentialityScope || 'Not defined',\n permittedDisclosuresCount: (data.permittedDisclosures || []).length,\n permittedDisclosures: (data.permittedDisclosures || []).join('; ') || 'None specified',\n exclusionsCount: (data.exclusionsFromConfidentiality || []).length,\n exclusions: (data.exclusionsFromConfidentiality || []).join('; ') || 'None specified',\n \n // Obligations\n returnMaterials: data.obligations?.returnOfMaterials ? 'Yes' : 'No',\n destroyCopies: data.obligations?.destructionOfCopies ? 'Yes' : 'No',\n nonSolicitation: data.obligations?.nonSolicitation ? 'Yes' : 'No',\n nonCompete: data.obligations?.nonCompete ? 'Yes' : 'No',\n \n // Remedies\n monetaryDamages: data.remedies?.monetaryDamages ? 'Yes' : 'No',\n injunctiveRelief: data.remedies?.injunctiveRelief ? 'Yes' : 'No',\n liquidatedDamages: data.remedies?.liquidatedDamages ? 'Yes' : 'No',\n attorneyFees: data.remedies?.attorneyFees ? 'Yes' : 'No',\n \n // Legal Framework\n governingLaw: data.governingLaw || 'Not specified',\n jurisdiction: data.jurisdiction || 'Not specified',\n hasArbitration: data.arbitrationClause ? 'Yes' : 'No',\n assignable: data.assignability || 'Not specified',\n hasSeverability: data.severability ? 'Yes' : 'No',\n isEntireAgreement: data.entireAgreement ? 'Yes' : 'No',\n \n // Compliance Assessment\n complianceStatus: complianceStatus,\n complianceScore: complianceScore,\n missingClausesCount: missingClauses.length,\n missingClauses: missingClauses.join('; ') || 'None',\n protectiveClausesCount: protectiveClausesPresent,\n \n // Risk Assessment\n riskLevel: riskLevel,\n riskFactorsCount: riskFactors.length,\n riskFactors: riskFactors.join('; ') || 'None',\n requiresLegalReview: requiresLegalReview,\n \n // Additional Info\n survivingTerms: data.survivingTerms || 'Not specified',\n noticeRequirements: data.noticeRequirements || 'Not specified',\n \n // Tracking\n reviewDate: new Date().toISOString().split('T')[0],\n documentName: item.json.originalFilename,\n \n // Alert details\n alertReason: requiresLegalReview ? \n (missingClauses.length > 0 ? `Missing ${missingClauses.length} required clauses` : \n riskFactors.length > 0 ? riskFactors[0] : \n 'Expiring soon') : 'None'\n }\n};" }, "name": "Check NDA Compliance", "type": "n8n-nodes-base.code", "typeVersion": 2, "position": [ 1120, 300 ] }, { "parameters": { "operation": "appendOrUpdate", "documentId": { "__rl": true, "value": "your-sheet-id", "mode": "list", "cachedResultName": "NDA Register" }, "sheetName": { "__rl": true, "value": "gid=0", "mode": "list", "cachedResultName": "Sheet1" }, "columns": { "mappingMode": "defineBelow", "value": { "agreementTitle": "={{ $json.agreementTitle }}", "agreementType": "={{ $json.agreementType }}", "isMutual": "={{ $json.isMutual }}", "effectiveDate": "={{ $json.effectiveDate }}", "expirationDate": "={{ $json.expirationDate }}", "ndaStatus": "={{ $json.ndaStatus }}", "partiesInvolved": "={{ $json.partiesInvolved }}", "governingLaw": "={{ $json.governingLaw }}", "complianceStatus": "={{ $json.complianceStatus }}", "complianceScore": "={{ $json.complianceScore }}", "riskLevel": "={{ $json.riskLevel }}", "missingClauses": "={{ $json.missingClauses }}", "riskFactors": "={{ $json.riskFactors }}", "reviewDate": "={{ $json.reviewDate }}" }, "matchingColumns": [ "agreementTitle", "effectiveDate" ] }, "options": {} }, "name": "Log to NDA Register", "type": "n8n-nodes-base.googleSheets", "typeVersion": 4.5, "position": [ 1340, 300 ], "credentials": { "googleSheetsOAuth2Api": { "name": "" } } }, { "parameters": { "mode": "rules", "rules": { "values": [ { "conditions": { "options": { "caseSensitive": true, "leftValue": "", "typeValidation": "strict" }, "conditions": [ { "leftValue": "={{ $json.riskLevel }}", "rightValue": "High", "operator": { "type": "string", "operation": "equals" } } ], "combinator": "and" }, "renameOutput": true, "outputKey": "high_risk" }, { "conditions": { "options": { "caseSensitive": true, "leftValue": "", "typeValidation": "strict" }, "conditions": [ { "leftValue": "={{ $json.riskLevel }}", "rightValue": "Medium", "operator": { "type": "string", "operation": "equals" } } ], "combinator": "and" }, "renameOutput": true, "outputKey": "medium_risk" }, { "conditions": { "options": { "caseSensitive": true, "leftValue": "", "typeValidation": "strict" }, "conditions": [ { "leftValue": "={{ $json.riskLevel }}", "rightValue": "Low", "operator": { "type": "string", "operation": "equals" } } ], "combinator": "and" }, "renameOutput": true, "outputKey": "low_risk" } ] }, "options": {} }, "name": "Route by Risk Level", "type": "n8n-nodes-base.switch", "typeVersion": 3.2, "position": [ 1560, 300 ], "notes": "Routes to different channels based on risk: High/Medium/Low" }, { "parameters": { "resource": "message", "channel": { "__rl": true, "value": "C12345678", "mode": "list", "cachedResultName": "#legal-urgent" }, "text": "=\ud83d\udea8 *HIGH RISK NDA - IMMEDIATE ATTENTION REQUIRED*\n\n*Agreement:* {{ $json.agreementTitle }}\n*Type:* {{ $json.agreementType }} ({{ $json.isMutual === 'Yes' ? 'Mutual' : 'One-Way' }})\n*Compliance Status:* {{ $json.complianceStatus }}\n*Compliance Score:* {{ $json.complianceScore }}%\n*Risk Level:* \ud83d\udd34 HIGH\n\n*Parties:* {{ $json.partiesInvolved }}\n*Effective Date:* {{ $json.effectiveDate }}\n\n*\u26a0\ufe0f Critical Issues:*\n{{ $json.missingClauses !== 'None' ? '\u2022 Missing Clauses: ' + $json.missingClauses : '' }}\n{{ $json.riskFactors !== 'None' ? '\u2022 Risk Factors: ' + $json.riskFactors : '' }}\n\n*Governing Law:* {{ $json.governingLaw }}\n*Injunctive Relief:* {{ $json.injunctiveRelief }}\n\n*ACTION:* DO NOT EXECUTE - Legal review required before signing", "otherOptions": {} }, "name": "Alert - High Risk", "type": "n8n-nodes-base.slack", "typeVersion": 2.2, "position": [ 1780, 150 ], "credentials": { "slackApi": { "name": "" } } }, { "parameters": { "resource": "message", "channel": { "__rl": true, "value": "C12345678", "mode": "list", "cachedResultName": "#legal" }, "text": "=\u26a0\ufe0f *MEDIUM RISK NDA - Review Recommended*\n\n*Agreement:* {{ $json.agreementTitle }}\n*Type:* {{ $json.agreementType }} ({{ $json.isMutual === 'Yes' ? 'Mutual' : 'One-Way' }})\n*Compliance Score:* {{ $json.complianceScore }}%\n*Risk Level:* \ud83d\udfe1 MEDIUM\n\n*Parties:* {{ $json.partiesInvolved }}\n*Effective:* {{ $json.effectiveDate }}\n*Expires:* {{ $json.expirationDate }}\n\n{{ $json.missingClauses !== 'None' ? '*Missing Clauses:* ' + $json.missingClauses + '\\n\\n' : '' }}\n{{ $json.riskFactors !== 'None' ? '*Risk Factors:* ' + $json.riskFactors + '\\n\\n' : '' }}\n\n*Recommendation:* Legal review advised before execution", "otherOptions": {} }, "name": "Alert - Medium Risk", "type": "n8n-nodes-base.slack", "typeVersion": 2.2, "position": [ 1780, 300 ], "credentials": { "slackApi": { "name": "" } } }, { "parameters": { "resource": "message", "channel": { "__rl": true, "value": "C12345678", "mode": "list", "cachedResultName": "#general" }, "text": "=\u2705 *NDA Logged - Low Risk*\n\n*Agreement:* {{ $json.agreementTitle }}\n*Type:* {{ $json.agreementType }}\n*Compliance Score:* {{ $json.complianceScore }}%\n*Risk Level:* \ud83d\udfe2 LOW\n\n*Parties:* {{ $json.partiesInvolved }}\n*Status:* {{ $json.ndaStatus }}\n\nNDA meets compliance standards. Logged successfully.", "otherOptions": {} }, "name": "Notify - Low Risk", "type": "n8n-nodes-base.slack", "typeVersion": 2.2, "position": [ 1780, 450 ], "credentials": { "slackApi": { "name": "" } } } ], "connections": { "Watch NDA Folder": { "main": [ [ { "node": "Download NDA", "type": "main", "index": 0 } ] ] }, "Download NDA": { "main": [ [ { "node": "Prepare Binary Data", "type": "main", "index": 0 } ] ] }, "Prepare Binary Data": { "main": [ [ { "node": "PDF Vector Extract", "type": "main", "index": 0 } ] ] }, "PDF Vector Extract": { "main": [ [ { "node": "Check NDA Compliance", "type": "main", "index": 0 } ] ] }, "Check NDA Compliance": { "main": [ [ { "node": "Log to NDA Register", "type": "main", "index": 0 } ] ] }, "Log to NDA Register": { "main": [ [ { "node": "Route by Risk Level", "type": "main", "index": 0 } ] ] }, "Route by Risk Level": { "main": [ [ { "node": "Alert - High Risk", "type": "main", "index": 0 } ], [ { "node": "Alert - Medium Risk", "type": "main", "index": 0 } ], [ { "node": "Notify - Low Risk", "type": "main", "index": 0 } ] ] } }, "settings": { "executionOrder": "v1" }, "staticData": null, "tags": [], "triggerCount": 1, "updatedAt": "2024-12-22T00:00:00.000Z", "versionId": "1" }