4.2 Workflow B: Drafting Documents

This workflow triggers when an agent needs to generate paperwork but doesn't want to log into DocuSign to click tiny checkboxes.

The Goal: The agent dictates the intent via email; Amy does the data entry.

1. The Trigger

• Source: AgentMail Webhook.

• Intent Classifier (OpenAI): The Router (Article 3.2) detects a "Drafting Request."

• Example Input:

  "Amy, draft an Addendum. We are crediting the buyer $5,000 for roof repairs. Also, change the close date to Dec 1st."

2. The Logic: "The Dictionary"

DocuSign doesn't understand "Credit the buyer." It only understands Field IDs (e.g., text_ref_12).

We use n8n to translate Natural Language into API Payloads.

Step A: Identify the Form

• Input: "Addendum"

• Lookup: n8n searches our internal Form Dictionary.

• Match: C.A.R. Form ADM (Addendum No. 1)

Step B: Map the Data

• Input: "Credit buyer $5,000"

• Lookup: Field Mapping for Form ADM.

• Match: { "text_description": "Seller to credit Buyer $5,000 for roof repairs." }

3. The Execution Steps

Action A: Create the Draft (DocuSign API)

Amy creates the envelope but DOES NOT SEND IT.

• API Call: POST /envelopes

• Status: created (This means "Draft").

• Composite Template: We pull the C.A.R. Form ADM template and inject the JSON data into the tab values.

Action B: The "Magic Link" (The Proof)

We need the agent to see what we built.

• API Call: POST /envelopes/{id}/views/sender

• Result: DocuSign returns a url. This link opens the envelope in "Editor Mode."

Action C: The Review Request

• To: The Agent.

• From: Amy.

• Body:

  "I've drafted Addendum No. 1 for the roof credit ($5k) and the date change (Dec 1st).

  [Click here to review and edit]

  If it looks good, just reply 'APPROVED' and I will send it to the client for signatures."

4. Technical Logic (The n8n Flow)

Code snippet

graph TD
    A[Agent Request: 'Draft Addendum'] -->|Webhook| B(n8n Router)
    B -->|Intent & Data Extract| C{OpenAI Node}
    C -->|Select Form Template| D[Form Dictionary]
    D -->|Create Envelope (Draft)| E[DocuSign API]
    E -->|Generate Edit Link| F[DocuSign API]
    F -->|Send Review Email| G[AgentMail]