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name extract-nda-and-generate-checklist title Extract NDA Terms and Generate a Compliance Checklist description Extract key terms from a non-disclosure agreement, then generate a compliance checklist spreadsheet tracking obligations and deadlines. author iterationlayer author_url https://github.com/iterationlayer/skills/tree/main/skills/extract-nda-and-generate-checklist license MIT version 0.1.0 execution_mode open jurisdiction general practice contracts language en
Extract NDA Terms and Generate a Compliance Checklist
Legal agencies managing NDAs across multiple clients use this pipeline to extract key confidentiality terms and generate standardized compliance checklists — tracking obligation scope, duration, permitted disclosures, and return-of-materials deadlines.
APIs Used
Document Extraction (1 credit per page), Sheet Generation (2 credits/request)
Prerequisites
You need an Iteration Layer API key. Get one at platform.iterationlayer.com — free trial credits included, no credit card required.
For full integration guidance (SDKs, auth, MCP, error handling), see the Iteration Layer Integration Guide .
Implementation
EXTRACTION=$(curl -s -X POST https://api.iterationlayer.com/document-extraction/v1/extract \
-H "Authorization: Bearer YOUR_API_KEY" \
-H "Content-Type: application/json" \
-d '{
"files": [
{
"type": "url",
"name": "nda-vanguard-tech.pdf",
"url": "https://example.com/legal/nda-vanguard-tech-2026.pdf"
}
],
"schema": {
"fields": [
{
"name": "disclosing_party",
"type": "TEXT",
"description": "Name of the disclosing party"
},
{
"name": "receiving_party",
"type": "TEXT",
"description": "Name of the receiving party"
},
{
"name": "effective_date",
"type": "DATE",
"description": "NDA effective date"
},
{
"name": "confidentiality_duration",
"type": "TEXT",
"description": "Duration of confidentiality obligations"
},
{
"name": "scope_of_confidential_info",
"type": "TEXTAREA",
"description": "Definition and scope of confidential information"
},
{
"name": "permitted_disclosures",
"type": "TEXTAREA",
"description": "Exceptions or permitted disclosures"
},
{
"name": "return_of_materials",
"type": "TEXTAREA",
"description": "Obligations to return or destroy materials"
},
{
"name": "non_solicitation",
"type": "BOOLEAN",
"description": "Whether the NDA includes a non-solicitation clause"
},
{
"name": "governing_law",
"type": "TEXT",
"description": "Governing law and jurisdiction"
},
{
"name": "breach_remedies",
"type": "TEXTAREA",
"description": "Remedies available in case of breach"
}
]
}
}' )
curl -X POST https://api.iterationlayer.com/sheet-generation/v1/generate \
-H "Authorization: Bearer YOUR_API_KEY"
"Content-Type: application/json"
'{
"format": "xlsx",
"sheets": [
{
"name": "NDA Compliance Checklist",
"columns": [
{
"name": "Obligation",
"width": 35
},
{
"name": "Details",
"width": 50
},
{
"name": "Status",
"width": 15
},
{
"name": "Due Date",
"width": 15
},
{
"name": "Notes",
"width": 30
}
],
"rows": [
[
{
"value": "Confidentiality scope acknowledged"
},
{
"value": "All technical specifications, business plans, and customer data shared by Vanguard Technologies are covered."
},
{
"value": "Pending"
},
{
"value": "2026-04-15",
"format": "date"
},
{
"value": "Brief internal team on scope"
}
],
[
{
"value": "Permitted disclosure carve-outs documented"
},
{
"value": "Court orders, regulatory requirements, and pre-existing public knowledge are excluded."
},
{
"value": "Pending"
},
{
"value": "2026-04-15",
"format": "date"
},
{
"value": ""
}
],
[
{
"value": "Confidentiality end date tracked"
},
{
"value": "Obligations remain in effect for 3 years from the effective date."
},
{
"value": "Pending"
},
{
"value": "2029-04-01",
"format": "date"
},
{
"value": "Calendar reminder set"
}
],
[
{
"value": "Return of materials process defined"
},
{
"value": "All materials must be returned or certified destroyed within 30 days of termination."
},
{
"value": "Pending"
},
{
"value": ""
},
{
"value": "Applies at termination"
}
],
[
{
"value": "Non-solicitation compliance"
},
{
"value": "No solicitation of disclosing party employees for 12 months."
},
{
"value": "Active"
},
{
"value": "2027-04-01",
"format": "date"
},
{
"value": ""
}
]
]
}
]
}'
import { IterationLayer } from "iterationlayer" ;
const client = new IterationLayer ({ apiKey : "YOUR_API_KEY" });
const extraction = await client.extractDocument ({
files : [{ type : "url" , name : "nda-vanguard-tech.pdf" , url : "https://example.com/legal/nda-vanguard-tech-2026.pdf" }],
schema : {
fields : [
{ name : "disclosing_party" , type : "TEXT" , description : "Name of the disclosing party" },
{ name : "receiving_party" , type : "TEXT" , description : "Name of the receiving party" },
{ name : "effective_date" , type : "DATE" , description : "NDA effective date" },
{ name : "confidentiality_duration" , type : "TEXT" , description : "Duration of confidentiality obligations" },
{ name : "scope_of_confidential_info" , type : "TEXTAREA" , description : "Definition and scope of confidential information" },
{ name : "permitted_disclosures" , type : "TEXTAREA" , description : "Exceptions or permitted disclosures" },
{ name : "return_of_materials" , type : "TEXTAREA" , description : "Obligations to return or destroy materials" },
{ name : "non_solicitation" , type : "BOOLEAN" , description : "Whether the NDA includes a non-solicitation clause" },
{ name : "governing_law" , type : "TEXT" , description : "Governing law and jurisdiction" },
{ name : "breach_remedies" , type : "TEXTAREA" , description : "Remedies available in case of breach" },
],
},
});
const scopeOfConfidentialInfo = String (extraction["scope_of_confidential_info" ].value );
const permittedDisclosures = String (extraction["permitted_disclosures" ].value );
const confidentialityDuration = String (extraction["confidentiality_duration" ].value );
const returnOfMaterials = String (extraction["return_of_materials" ].value );
const checklist = await client.generateSheet ({
format : "xlsx" ,
sheets : [
{
name : "NDA Compliance Checklist" ,
columns : [
{ name : "Obligation" , width : 35 },
{ name : "Details" , width : 50 },
{ name : "Status" , width : 15 },
{ name : "Due Date" , width : 15 },
{ name : "Notes" , width : 30 },
],
rows : [
[{ value : "Confidentiality scope acknowledged" }, { value : scopeOfConfidentialInfo }, { value : "Pending" }, { value : "" }, { value : "Brief internal team on scope" }],
[{ value : "Permitted disclosure carve-outs documented" }, { value : permittedDisclosures }, { value : "Pending" }, { value : "" }, { value : "" }],
[{ value : "Confidentiality end date tracked" }, { value : confidentialityDuration }, { value : "Pending" }, { value : "" }, { value : "Calendar reminder set" }],
[{ value : "Return of materials process defined" }, { value : returnOfMaterials }, { value : "Pending" }, { value : "" }, { value : "Applies at termination" }],
],
},
],
});
from iterationlayer import IterationLayer
client = IterationLayer(api_key="YOUR_API_KEY" )
extraction = client.extract_document(
files=[{"type" : "url" , "name" : "nda-vanguard-tech.pdf" , "url" : "https://example.com/legal/nda-vanguard-tech-2026.pdf" }],
schema={
"fields" : [
{"name" : "disclosing_party" , "type" : "TEXT" , "description" : "Name of the disclosing party" },
{"name" : "receiving_party" , "type" : "TEXT" , "description" : "Name of the receiving party" },
{"name" : "effective_date" , "type" : "DATE" , "description" : "NDA effective date" },
{"name" : "confidentiality_duration" , "type" : "TEXT" , "description" : "Duration of confidentiality obligations" },
{"name" : "scope_of_confidential_info" , "type" : "TEXTAREA" , "description" : "Definition and scope of confidential information" },
{"name" : "permitted_disclosures" , "type" : "TEXTAREA" , "description" : "Exceptions or permitted disclosures" },
{"name" : "return_of_materials" , "type" : "TEXTAREA" , "description" : "Obligations to return or destroy materials" },
{"name" : "non_solicitation" , "type" : "BOOLEAN" , "description" : "Whether the NDA includes a non-solicitation clause" },
{"name" : "governing_law" , "type" : "TEXT" , "description" : "Governing law and jurisdiction" },
{"name" : "breach_remedies" , "type" : "TEXTAREA" , "description" : "Remedies available in case of breach" },
]
},
)
scope_of_confidential_info = extraction["scope_of_confidential_info" ]["value" ]
permitted_disclosures = extraction["permitted_disclosures" ]["value" ]
confidentiality_duration = extraction["confidentiality_duration" ]["value" ]
return_of_materials = extraction["return_of_materials" ]["value" ]
checklist = client.generate_sheet(
format ="xlsx" ,
sheets=[
{
"name" : "NDA Compliance Checklist" ,
"columns" : [
{"name" : "Obligation" , "width" : 35 },
{"name" : "Details" , "width" : 50 },
{"name" : "Status" , "width" : 15 },
{"name" : "Due Date" , "width" : 15 },
{"name" : "Notes" , "width" : 30 },
],
"rows" : [
[{"value" : "Confidentiality scope acknowledged" }, {"value" : scope_of_confidential_info}, {"value" : "Pending" }, {"value" : "" }, {"value" : "Brief internal team on scope" }],
[{"value" : "Permitted disclosure carve-outs documented" }, {"value" : permitted_disclosures}, {"value" : "Pending" }, {"value" : "" }, {"value" : "" }],
[{"value" : "Confidentiality end date tracked" }, {"value" : confidentiality_duration}, {"value" : "Pending" }, {"value" : "" }, {"value" : "Calendar reminder set" }],
[{"value" : "Return of materials process defined" }, {"value" : return_of_materials}, {"value" : "Pending" }, {"value" : "" }, {"value" : "Applies at termination" }],
],
}
],
)
package main
import il "github.com/iterationlayer/sdk-go"
func main () "YOUR_API_KEY" )
result, err := client.ExtractDocument(il.ExtractDocumentRequest{
Files: []il.FileInput{
il.FileInput{
Type: "url" ,
Name: "nda-vanguard-tech.pdf" ,
Url: "https://example.com/legal/nda-vanguard-tech-2026.pdf" ,
},
},
Schema: il.ExtractionSchema{
Fields: []any{
il.TextFieldConfig{
Name: "disclosing_party" ,
Type: "TEXT" ,
Description: "Name of the disclosing party" ,
},
il.TextFieldConfig{
Name: "receiving_party" ,
Type: "TEXT" ,
Description: "Name of the receiving party" ,
},
il.DateFieldConfig{
Name: "effective_date" ,
Type: "DATE" ,
Description: "NDA effective date" ,
},
il.TextFieldConfig{
Name: "confidentiality_duration" ,
Type: "TEXT" ,
Description: "Duration of confidentiality obligations" ,
},
il.TextareaFieldConfig{
Name: "scope_of_confidential_info" ,
Type: "TEXTAREA" ,
Description: "Definition and scope of confidential information" ,
},
il.TextareaFieldConfig{
Name: "permitted_disclosures" ,
Type: "TEXTAREA" ,
Description: "Exceptions or permitted disclosures" ,
},
il.TextareaFieldConfig{
Name: "return_of_materials" ,
Type: "TEXTAREA" ,
Description: "Obligations to return or destroy materials" ,
},
il.BooleanFieldConfig{
Name: "non_solicitation" ,
Type: "BOOLEAN" ,
Description: "Whether the NDA includes a non-solicitation clause" ,
},
il.TextFieldConfig{
Name: "governing_law" ,
Type: "TEXT" ,
Description: "Governing law and jurisdiction" ,
},
il.TextareaFieldConfig{
Name: "breach_remedies" ,
Type: "TEXTAREA" ,
Description: "Remedies available in case of breach" ,
},
},
},
})
if err != nil {
panic (err)
}
_ = result
}
{
"name": "Extract NDA terms and generate compliance checklist in Iteration Layer",
"nodes": [
{
"parameters": {
"content": "## Extract NDA Terms and Generate a Compliance Checklist\n\nLegal agencies managing NDAs across multiple clients use this pipeline to extract key confidentiality terms and generate standardized compliance checklists.\n\n**Note:** This workflow uses the Iteration Layer community node (`n8n-nodes-iterationlayer`). Install it via Settings > Community Nodes on self-hosted n8n, or add it directly on n8n Cloud with Verified Community Nodes enabled.",
"height": 280,
"width": 500,
"color": 2
},
"type": "n8n-nodes-base.stickyNote",
"typeVersion": 1,
"position": [200, 40],
"id": "b4c5d6e7-f8a9-0123-bcde-123456789001",
"name": "Overview"
},
{
"parameters": {
"content": "### Step 1: Extract NDA Terms\nResource: **Document Extraction**\n\nConfigure the Document Extraction parameters below, then connect your credentials.",
"height": 160,
"width": 300,
"color": 6
},
"type": "n8n-nodes-base.stickyNote",
"typeVersion": 1,
"position": [475, 100],
"id": "b4c5d6e7-f8a9-0123-bcde-123456789002",
"name": "Step 1 Note"
},
{
"parameters": {
"content": "### Step 2: Generate Checklist\nResource: **Sheet Generation**\n\nConfigure the Sheet Generation parameters below, then connect your credentials.",
"height": 160,
"width": 300,
"color": 6
},
"type": "n8n-nodes-base.stickyNote",
"typeVersion": 1,
"position": [725, 100],
"id": "b4c5d6e7-f8a9-0123-bcde-123456789003",
"name": "Step 2 Note"
},
{
"parameters": {},
"type": "n8n-nodes-base.manualTrigger",
"typeVersion": 1,
"position": [250, 300],
"id": "b4c5d6e7-f8a9-0123-bcde-123456789004",
"name": "Manual Trigger"
},
{
"parameters": {
"resource": "documentExtraction",
"schemaInputMode": "rawJson",
"schemaJson": "{\"fields\":[{\"name\":\"disclosing_party\",\"type\":\"TEXT\",\"description\":\"Disclosing party\"},{\"name\":\"receiving_party\",\"type\":\"TEXT\",\"description\":\"Receiving party\"},{\"name\":\"effective_date\",\"type\":\"DATE\",\"description\":\"NDA effective date\"},{\"name\":\"confidentiality_duration\",\"type\":\"TEXT\",\"description\":\"Duration of obligations\"},{\"name\":\"scope_of_confidential_info\",\"type\":\"TEXTAREA\",\"description\":\"Scope of confidential information\"},{\"name\":\"permitted_disclosures\",\"type\":\"TEXTAREA\",\"description\":\"Permitted disclosures\"},{\"name\":\"return_of_materials\",\"type\":\"TEXTAREA\",\"description\":\"Return of materials\"},{\"name\":\"non_solicitation\",\"type\":\"BOOLEAN\",\"description\":\"Non-solicitation clause\"},{\"name\":\"governing_law\",\"type\":\"TEXT\",\"description\":\"Governing law\"},{\"name\":\"breach_remedies\",\"type\":\"TEXTAREA\",\"description\":\"Breach remedies\"}]}",
"files": {
"fileValues": [
{
"fileInputMode": "url",
"fileName": "nda-vanguard-tech.pdf",
"fileUrl": "https://example.com/legal/nda-vanguard-tech-2026.pdf"
}
]
}
},
"type": "n8n-nodes-iterationlayer.iterationLayer",
"typeVersion": 1,
"position": [500, 300],
"id": "b4c5d6e7-f8a9-0123-bcde-123456789005",
"name": "Extract NDA Terms",
"credentials": {
"iterationLayerApi": {
"id": "1",
"name": "Iteration Layer API"
}
}
},
{
"parameters": {
"resource": "sheetGeneration",
"format": "xlsx",
"sheetsJson": "[{\"name\":\"NDA Compliance Checklist\",\"columns\":[{\"name\":\"Obligation\",\"width\":35},{\"name\":\"Details\",\"width\":50},{\"name\":\"Status\",\"width\":15},{\"name\":\"Due Date\",\"width\":15},{\"name\":\"Notes\",\"width\":30}],\"rows\":[[{\"value\":\"Confidentiality scope acknowledged\"},{\"value\":\"{{ $json.scope_of_confidential_info }}\"},{\"value\":\"Pending\"},{\"value\":\"\"},{\"value\":\"Brief team\"}],[{\"value\":\"Permitted disclosures documented\"},{\"value\":\"{{ $json.permitted_disclosures }}\"},{\"value\":\"Pending\"},{\"value\":\"\"},{\"value\":\"\"}],[{\"value\":\"Confidentiality end date tracked\"},{\"value\":\"{{ $json.confidentiality_duration }}\"},{\"value\":\"Pending\"},{\"value\":\"\"},{\"value\":\"Set calendar reminder\"}],[{\"value\":\"Return of materials process\"},{\"value\":\"{{ $json.return_of_materials }}\"},{\"value\":\"Pending\"},{\"value\":\"\"},{\"value\":\"At termination\"}]]}]"
},
"type": "n8n-nodes-iterationlayer.iterationLayer",
"typeVersion": 1,
"position": [750, 300],
"id": "b4c5d6e7-f8a9-0123-bcde-123456789006",
"name": "Generate Checklist",
"credentials": {
"iterationLayerApi": {
"id": "1",
"name": "Iteration Layer API"
}
}
}
],
"connections": {
"Manual Trigger": {
"main": [
[
{
"node": "Extract NDA Terms",
"type": "main",
"index": 0
}
]
]
},
"Extract NDA Terms": {
"main": [
[
{
"node": "Generate Checklist",
"type": "main",
"index": 0
}
]
]
}
},
"settings": {
"executionOrder": "v1"
}
}
Extract NDA terms from the document at [file URL], then generate a compliance checklist. Use the extract_document tool with these fields:
- disclosing_party (TEXT): Name of the disclosing party
- receiving_party (TEXT): Name of the receiving party
- effective_date (DATE): NDA effective date
- confidentiality_duration (TEXT): Duration of confidentiality obligations
- scope_of_confidential_info (TEXTAREA): Definition and scope of confidential information
- permitted_disclosures (TEXTAREA): Exceptions or permitted disclosures
- return_of_materials (TEXTAREA): Obligations to return or destroy materials
- non_solicitation (BOOLEAN): Whether the NDA includes a non-solicitation clause
- governing_law (TEXT): Governing law and jurisdiction
- breach_remedies (TEXTAREA): Remedies available in case of breach
Then use the generate_sheet tool to create an XLSX checklist with columns for Obligation, Details, Status, Due Date, and Notes, with one row per key obligation extracted from the NDA.
Response {
"success" : true ,
"data" : {
"buffer" : "UEsDBBQAAAA..." ,
"mime_type" : "application/vnd.openxmlformats-officedocument.spreadsheetml.sheet"
}
}
Links 