Automated Legal Lien Document Workflow for HOAs

This comprehensive n8n workflow automates the process of generating legal lien documents for Homeowners Associations (HOAs). It streamlines data collection, document retrieval, information extraction, approval, and final document creation, significantly reducing manual effort. The workflow begins with a Google Sheets trigger listening for new form responses. When triggered, it fetches property details from county websites via Apify Playwright, downloads relevant legal documents, and transforms them for processing. Using Gemini’s AI capabilities, it extracts key information like legal descriptions, parcel numbers, and owners. The data is reviewed, approved via email, and upon approval, the workflow copies a Google Docs template, populates it with extracted data, converts it to PDF, and organizes all related files in Google Drive. Final records are updated in Google Sheets, and notifications are sent upon completion. This automation is ideal for legal professionals handling lien filings, improving accuracy, speed, and organization.