Extract key clauses from terms and conditions documents, then generate a plain-language PDF summary for client review.
Scanned 9/10/2026
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---
name: extract-terms-and-generate-summary
description: Extract key clauses from terms and conditions documents, then generate a plain-language PDF summary for client review.
---
# Extract Terms and Generate a Simplified Summary
Legal agencies and compliance teams use this pipeline to process vendor or partner terms — extracting key clauses like liability limits, termination conditions, and data handling provisions, then generating a plain-language summary for non-legal stakeholders.
## APIs Used
Document Extraction (1 credit per page), Document Generation (1 credits/request)
## Prerequisites
You need an Iteration Layer API key. Get one at [platform.iterationlayer.com](https://platform.iterationlayer.com) during the 7-day trial.
For full integration guidance (SDKs, auth, MCP, error handling), see the [Iteration Layer Integration Guide](https://iterationlayer.com/SKILL.md).
## Implementation
```bash
# Step 1: Extract key clauses from T&C document
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": "vendor-terms-cloudpeak.pdf",
"url": "https://example.com/contracts/vendor-terms-cloudpeak-2026.pdf"
}
],
"schema": {
"fields": [
{
"name": "document_title",
"type": "TEXT",
"description": "Title of the terms document"
},
{
"name": "effective_date",
"type": "DATE",
"description": "Effective date of the terms"
},
{
"name": "parties",
"type": "TEXT",
"description": "Parties to the agreement"
},
{
"name": "termination_clause",
"type": "TEXTAREA",
"description": "Termination conditions and notice period"
},
{
"name": "liability_limitation",
"type": "TEXTAREA",
"description": "Liability limitation or cap"
},
{
"name": "indemnification",
"type": "TEXTAREA",
"description": "Indemnification obligations"
},
{
"name": "data_handling",
"type": "TEXTAREA",
"description": "Data processing and privacy provisions"
},
{
"name": "governing_law",
"type": "TEXT",
"description": "Governing law and jurisdiction"
},
{
"name": "payment_terms",
"type": "TEXT",
"description": "Payment terms and conditions"
},
{
"name": "auto_renewal",
"type": "BOOLEAN",
"description": "Whether the agreement auto-renews"
}
]
}
}')
# Step 2: Generate a plain-language summary PDF
curl -X POST https://api.iterationlayer.com/document-generation/v1/generate \
-H "Authorization: Bearer YOUR_API_KEY" \
-H "Content-Type: application/json" \
-d '{
"format": "pdf",
"document": {
"metadata": {
"title": "T&C Summary — CloudPeak SaaS Agreement",
"author": "Whitmore Legal Advisors"
},
"page": {
"size": {
"preset": "A4"
},
"margins": {
"top_in_pt": 54,
"right_in_pt": 54,
"bottom_in_pt": 54,
"left_in_pt": 54
}
},
"content": [
{
"type": "headline",
"level": "h1",
"text": "Terms & Conditions Summary"
},
{
"type": "headline",
"level": "h2",
"text": "CloudPeak SaaS Master Services Agreement"
},
{
"type": "paragraph",
"runs": [
{
"text": "Effective: ",
"font_weight": "bold"
},
{
"text": "April 1, 2026"
}
]
},
{
"type": "separator"
},
{
"type": "headline",
"level": "h3",
"text": "Termination"
},
{
"type": "paragraph",
"runs": [
{
"text": "Either party may terminate with 90 days written notice. CloudPeak may terminate immediately for non-payment after a 30-day cure period."
}
]
},
{
"type": "headline",
"level": "h3",
"text": "Liability"
},
{
"type": "paragraph",
"runs": [
{
"text": "Total liability is capped at 12 months of fees paid. Neither party is liable for indirect, consequential, or punitive damages."
}
]
},
{
"type": "headline",
"level": "h3",
"text": "Data Handling"
},
{
"type": "paragraph",
"runs": [
{
"text": "CloudPeak processes data as a data processor under GDPR. Data is stored in EU-based data centers. A Data Processing Agreement is incorporated by reference."
}
]
},
{
"type": "headline",
"level": "h3",
"text": "Governing Law"
},
{
"type": "paragraph",
"runs": [
{
"text": "Governed by the laws of the Netherlands. Disputes resolved in the courts of Amsterdam."
}
]
},
{
"type": "headline",
"level": "h3",
"text": "Payment & Renewal"
},
{
"type": "paragraph",
"runs": [
{
"text": "Net 30 payment terms. The agreement auto-renews annually unless either party provides 60 days notice before the renewal date."
}
]
},
{
"type": "separator"
},
{
"type": "paragraph",
"runs": [
{
"text": "This summary is for informational purposes only and does not constitute legal advice. Prepared by Whitmore Legal Advisors."
}
]
}
]
}
}'
```
```typescript
import { IterationLayer } from "iterationlayer";
const client = new IterationLayer({ apiKey: "YOUR_API_KEY" });
// Step 1: Extract key clauses from T&C document
const extraction = await client.extractDocument({
files: [
{
type: "url",
name: "vendor-terms-cloudpeak.pdf",
url: "https://example.com/contracts/vendor-terms-cloudpeak-2026.pdf",
},
],
schema: {
fields: [
{ name: "document_title", type: "TEXT", description: "Title of the terms document" },
{ name: "effective_date", type: "DATE", description: "Effective date of the terms" },
{ name: "parties", type: "TEXT", description: "Parties to the agreement" },
{ name: "termination_clause", type: "TEXTAREA", description: "Termination conditions and notice period" },
{ name: "liability_limitation", type: "TEXTAREA", description: "Liability limitation or cap" },
{ name: "indemnification", type: "TEXTAREA", description: "Indemnification obligations" },
{ name: "data_handling", type: "TEXTAREA", description: "Data processing and privacy provisions" },
{ name: "governing_law", type: "TEXT", description: "Governing law and jurisdiction" },
{ name: "payment_terms", type: "TEXT", description: "Payment terms and conditions" },
{ name: "auto_renewal", type: "BOOLEAN", description: "Whether the agreement auto-renews" },
],
},
});
const documentTitle = String(extraction["document_title"].value);
const effectiveDate = String(extraction["effective_date"].value);
const terminationClause = String(extraction["termination_clause"].value);
const liabilityLimitation = String(extraction["liability_limitation"].value);
const dataHandling = String(extraction["data_handling"].value);
const governingLaw = String(extraction["governing_law"].value);
const paymentTerms = String(extraction["payment_terms"].value);
const autoRenewal = Boolean(extraction["auto_renewal"].value);
// Step 2: Generate a plain-language summary PDF
const summary = await client.generateDocument({
format: "pdf",
document: {
metadata: { title: `T&C Summary — ${documentTitle}`, author: "Whitmore Legal Advisors" },
page: {
size: { preset: "A4" },
margins: { top_in_pt: 54, right_in_pt: 54, bottom_in_pt: 54, left_in_pt: 54 },
},
content: [
{ type: "headline", level: "h1", text: "Terms & Conditions Summary" },
{ type: "headline", level: "h2", text: documentTitle },
{ type: "paragraph", runs: [{ text: "Effective: ", font_weight: "bold" }, { text: effectiveDate }] },
{ type: "separator" },
{ type: "headline", level: "h3", text: "Termination" },
{ type: "paragraph", runs: [{ text: terminationClause }] },
{ type: "headline", level: "h3", text: "Liability" },
{ type: "paragraph", runs: [{ text: liabilityLimitation }] },
{ type: "headline", level: "h3", text: "Data Handling" },
{ type: "paragraph", runs: [{ text: dataHandling }] },
{ type: "headline", level: "h3", text: "Governing Law" },
{ type: "paragraph", runs: [{ text: governingLaw }] },
{ type: "headline", level: "h3", text: "Payment & Renewal" },
{ type: "paragraph", runs: [{ text: `${paymentTerms}. Auto-renewal: ${autoRenewal ? "Yes" : "No"}.` }] },
{ type: "separator" },
{ type: "paragraph", runs: [{ text: "This summary is for informational purposes only. Prepared by Whitmore Legal Advisors." }] },
],
},
});
```
```python
from iterationlayer import IterationLayer
client = IterationLayer(api_key="YOUR_API_KEY")
# Step 1: Extract key clauses from T&C document
extraction = client.extract_document(
files=[{"type": "url", "name": "vendor-terms-cloudpeak.pdf", "url": "https://example.com/contracts/vendor-terms-cloudpeak-2026.pdf"}],
schema={
"fields": [
{"name": "document_title", "type": "TEXT", "description": "Title of the terms document"},
{"name": "effective_date", "type": "DATE", "description": "Effective date of the terms"},
{"name": "parties", "type": "TEXT", "description": "Parties to the agreement"},
{"name": "termination_clause", "type": "TEXTAREA", "description": "Termination conditions and notice period"},
{"name": "liability_limitation", "type": "TEXTAREA", "description": "Liability limitation or cap"},
{"name": "indemnification", "type": "TEXTAREA", "description": "Indemnification obligations"},
{"name": "data_handling", "type": "TEXTAREA", "description": "Data processing and privacy provisions"},
{"name": "governing_law", "type": "TEXT", "description": "Governing law and jurisdiction"},
{"name": "payment_terms", "type": "TEXT", "description": "Payment terms and conditions"},
{"name": "auto_renewal", "type": "BOOLEAN", "description": "Whether the agreement auto-renews"},
]
},
)
document_title = extraction["document_title"]["value"]
effective_date = extraction["effective_date"]["value"]
termination_clause = extraction["termination_clause"]["value"]
liability_limitation = extraction["liability_limitation"]["value"]
data_handling = extraction["data_handling"]["value"]
governing_law = extraction["governing_law"]["value"]
payment_terms = extraction["payment_terms"]["value"]
auto_renewal = extraction["auto_renewal"]["value"]
# Step 2: Generate a plain-language summary PDF
summary = client.generate_document(
format="pdf",
document={
"metadata": {"title": f"T&C Summary — {document_title}", "author": "Whitmore Legal Advisors"},
"page": {"size": {"preset": "A4"}, "margins": {"top_in_pt": 54, "right_in_pt": 54, "bottom_in_pt": 54, "left_in_pt": 54}},
"content": [
{"type": "headline", "level": "h1", "text": "Terms & Conditions Summary"},
{"type": "headline", "level": "h2", "text": document_title},
{"type": "paragraph", "runs": [{"text": "Effective: ", "font_weight": "bold"}, {"text": effective_date}]},
{"type": "separator"},
{"type": "headline", "level": "h3", "text": "Termination"},
{"type": "paragraph", "runs": [{"text": termination_clause}]},
{"type": "headline", "level": "h3", "text": "Liability"},
{"type": "paragraph", "runs": [{"text": liability_limitation}]},
{"type": "headline", "level": "h3", "text": "Data Handling"},
{"type": "paragraph", "runs": [{"text": data_handling}]},
{"type": "headline", "level": "h3", "text": "Governing Law"},
{"type": "paragraph", "runs": [{"text": governing_law}]},
{"type": "headline", "level": "h3", "text": "Payment & Renewal"},
{"type": "paragraph", "runs": [{"text": f"{payment_terms}. Auto-renewal: {'Yes' if auto_renewal else 'No'}."}]},
{"type": "separator"},
{"type": "paragraph", "runs": [{"text": "This summary is for informational purposes only. Prepared by Whitmore Legal Advisors."}]},
],
},
)
```
```go
package main
import il "github.com/iterationlayer/sdk-go"
func main() {
client := il.NewClient("YOUR_API_KEY")
result, err := client.ExtractDocument(il.ExtractDocumentRequest{
Files: []il.FileInput{
il.FileInput{
Type: "url",
Name: "vendor-terms-cloudpeak.pdf",
Url: "https://example.com/contracts/vendor-terms-cloudpeak-2026.pdf",
},
},
Schema: il.ExtractionSchema{
Fields: []any{
il.TextFieldConfig{
Name: "document_title",
Type: "TEXT",
Description: "Title of the terms document",
},
il.DateFieldConfig{
Name: "effective_date",
Type: "DATE",
Description: "Effective date of the terms",
},
il.TextFieldConfig{
Name: "parties",
Type: "TEXT",
Description: "Parties to the agreement",
},
il.TextareaFieldConfig{
Name: "termination_clause",
Type: "TEXTAREA",
Description: "Termination conditions and notice period",
},
il.TextareaFieldConfig{
Name: "liability_limitation",
Type: "TEXTAREA",
Description: "Liability limitation or cap",
},
il.TextareaFieldConfig{
Name: "indemnification",
Type: "TEXTAREA",
Description: "Indemnification obligations",
},
il.TextareaFieldConfig{
Name: "data_handling",
Type: "TEXTAREA",
Description: "Data processing and privacy provisions",
},
il.TextFieldConfig{
Name: "governing_law",
Type: "TEXT",
Description: "Governing law and jurisdiction",
},
il.TextFieldConfig{
Name: "payment_terms",
Type: "TEXT",
Description: "Payment terms and conditions",
},
il.BooleanFieldConfig{
Name: "auto_renewal",
Type: "BOOLEAN",
Description: "Whether the agreement auto-renews",
},
},
},
})
if err != nil {
panic(err)
}
_ = result
}
```
```n8n
{
"name": "Extract terms and generate summary in Iteration Layer",
"nodes": [
{
"parameters": {
"content": "## Extract Terms and Generate a Simplified Summary\n\nLegal agencies and compliance teams use this pipeline to process vendor or partner terms — extracting key clauses and generating a plain-language summary for non-legal stakeholders.\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": "a3b4c5d6-e7f8-9012-abcd-012345678901",
"name": "Overview"
},
{
"parameters": {
"content": "### Step 1: Extract 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": "a3b4c5d6-e7f8-9012-abcd-012345678902",
"name": "Step 1 Note"
},
{
"parameters": {
"content": "### Step 2: Generate Summary PDF\nResource: **Document Generation**\n\nConfigure the Document Generation parameters below, then connect your credentials.",
"height": 160,
"width": 300,
"color": 6
},
"type": "n8n-nodes-base.stickyNote",
"typeVersion": 1,
"position": [725, 100],
"id": "a3b4c5d6-e7f8-9012-abcd-012345678903",
"name": "Step 2 Note"
},
{
"parameters": {},
"type": "n8n-nodes-base.manualTrigger",
"typeVersion": 1,
"position": [250, 300],
"id": "a3b4c5d6-e7f8-9012-abcd-012345678904",
"name": "Manual Trigger"
},
{
"parameters": {
"resource": "documentExtraction",
"schemaInputMode": "rawJson",
"schemaJson": "{\"fields\":[{\"name\":\"document_title\",\"type\":\"TEXT\",\"description\":\"Title of the terms document\"},{\"name\":\"effective_date\",\"type\":\"DATE\",\"description\":\"Effective date\"},{\"name\":\"termination_clause\",\"type\":\"TEXTAREA\",\"description\":\"Termination conditions\"},{\"name\":\"liability_limitation\",\"type\":\"TEXTAREA\",\"description\":\"Liability limitation\"},{\"name\":\"data_handling\",\"type\":\"TEXTAREA\",\"description\":\"Data processing provisions\"},{\"name\":\"governing_law\",\"type\":\"TEXT\",\"description\":\"Governing law\"},{\"name\":\"payment_terms\",\"type\":\"TEXT\",\"description\":\"Payment terms\"},{\"name\":\"auto_renewal\",\"type\":\"BOOLEAN\",\"description\":\"Auto-renewal\"}]}",
"files": {
"fileValues": [
{
"fileInputMode": "url",
"fileName": "vendor-terms-cloudpeak.pdf",
"fileUrl": "https://example.com/contracts/vendor-terms-cloudpeak-2026.pdf"
}
]
}
},
"type": "n8n-nodes-iterationlayer.iterationLayer",
"typeVersion": 1,
"position": [500, 300],
"id": "a3b4c5d6-e7f8-9012-abcd-012345678905",
"name": "Extract Terms",
"credentials": {
"iterationLayerApi": {
"id": "1",
"name": "Iteration Layer API"
}
}
},
{
"parameters": {
"resource": "documentGeneration",
"format": "pdf",
"documentJson": "{\n \"metadata\": { \"title\": \"T&C Summary — {{ $json.document_title }}\", \"author\": \"Whitmore Legal Advisors\" },\n \"page\": { \"size\": { \"preset\": \"A4\" }, \"margins\": { \"top_in_pt\": 54, \"right_in_pt\": 54, \"bottom_in_pt\": 54, \"left_in_pt\": 54 } },\n \"content\": [\n { \"type\": \"headline\", \"level\": \"h1\", \"text\": \"Terms & Conditions Summary\" },\n { \"type\": \"headline\", \"level\": \"h2\", \"text\": \"{{ $json.document_title }}\" },\n { \"type\": \"separator\" },\n { \"type\": \"headline\", \"level\": \"h3\", \"text\": \"Termination\" },\n { \"type\": \"paragraph\", \"runs\": [{ \"text\": \"{{ $json.termination_clause }}\" }] },\n { \"type\": \"headline\", \"level\": \"h3\", \"text\": \"Liability\" },\n { \"type\": \"paragraph\", \"runs\": [{ \"text\": \"{{ $json.liability_limitation }}\" }] },\n { \"type\": \"headline\", \"level\": \"h3\", \"text\": \"Data Handling\" },\n { \"type\": \"paragraph\", \"runs\": [{ \"text\": \"{{ $json.data_handling }}\" }] },\n { \"type\": \"headline\", \"level\": \"h3\", \"text\": \"Governing Law\" },\n { \"type\": \"paragraph\", \"runs\": [{ \"text\": \"{{ $json.governing_law }}\" }] },\n { \"type\": \"separator\" },\n { \"type\": \"paragraph\", \"runs\": [{ \"text\": \"Prepared by Whitmore Legal Advisors.\" }] }\n ]\n}"
},
"type": "n8n-nodes-iterationlayer.iterationLayer",
"typeVersion": 1,
"position": [750, 300],
"id": "a3b4c5d6-e7f8-9012-abcd-012345678906",
"name": "Generate Summary PDF",
"credentials": {
"iterationLayerApi": {
"id": "1",
"name": "Iteration Layer API"
}
}
}
],
"connections": {
"Manual Trigger": {
"main": [
[
{
"node": "Extract Terms",
"type": "main",
"index": 0
}
]
]
},
"Extract Terms": {
"main": [
[
{
"node": "Generate Summary PDF",
"type": "main",
"index": 0
}
]
]
}
},
"settings": {
"executionOrder": "v1"
}
}
```
```prompt
Extract key clauses from the terms document at [file URL], then generate a plain-language summary. Use the extract_document tool with these fields:
- document_title (TEXT): Title of the terms document
- effective_date (DATE): Effective date of the terms
- parties (TEXT): Parties to the agreement
- termination_clause (TEXTAREA): Termination conditions and notice period
- liability_limitation (TEXTAREA): Liability limitation or cap
- indemnification (TEXTAREA): Indemnification obligations
- data_handling (TEXTAREA): Data processing and privacy provisions
- governing_law (TEXT): Governing law and jurisdiction
- payment_terms (TEXT): Payment terms and conditions
- auto_renewal (BOOLEAN): Whether the agreement auto-renews
Then use the generate_document tool to create a PDF summary with each clause explained in plain language, organized under clear headings.
```
### Response
```json
{
"success": true,
"data": {
"buffer": "JVBERi0xLjQ...",
"mime_type": "application/pdf"
}
}
```
## Links
- [Integration guide](https://iterationlayer.com/SKILL.md)
- [Full documentation](https://iterationlayer.com/docs)
- [OpenAPI spec](https://api.iterationlayer.com/openapi.json)
- [Browse all recipes](https://iterationlayer.com/recipes)
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