Excel to TurboDocx eSign: Slack Approval & SharePoint Filing

Excel-ready contracts to e-signature—with Slack approvals and SharePoint filing

This n8n workflow reads contract rows from an Excel table in SharePoint, generates agreements in TurboDocx, routes them for Slack approval, sends them for e-signature, and files the executed PDFs back into SharePoint—with Slack notifications at each stage.

What this workflow does

• Monitors your Excel queue (every 15 minutes): It reads the SharePoint-connected Excel table and loops through rows marked Ready to send.
• Generates agreements in TurboDocx: For each eligible row, the workflow creates the agreement from a .docx template (using your merge variables and required {client_sig} / {client_date} anchors).
• Requests approval in Slack: It posts an Approve & send / Reject request to the configured Slack channel and waits for the manager’s response.
• Runs e-signature and updates status: On approval, it downloads the PDF and sends it for e-signature; then it marks the Excel row as Sent (or Rejected) and notifies Slack.
• Files executed documents: When signatures are completed, a TurboDocx trigger downloads the executed PDF, files it in SharePoint, marks the row Signed, and notifies Slack again.

Use cases

• SaaS operations teams routing contract generation and approvals to managers in Slack.
• Legal/RevOps workflows where Excel is the source of truth and executed agreements must be consistently archived in SharePoint.
• Automation engineers needing an end-to-end Excel → TurboDocx → Slack → e-signature → SharePoint pipeline in n8n.

Technical details

• Schedule Trigger: runs every 15 minutes (configurable).
• Microsoft Excel + SharePoint: reads the queue table and updates row statuses (Ready to send / Sent / Rejected / Signed).
• TurboDocx: generates agreements from a .docx template and provides signature webhooks via trigger/automation on activation.
• Slack: sends approval requests and sends notifications for sent/signed outcomes.
• n8n nodes used (per workflow build): if, slack, sticky note, microsoft excel, split in batches, schedule trigger.

Requirements: a TurboDocx account, Microsoft 365 (Excel + SharePoint), and a Slack workspace.