Automate Commercial Insurance Submissions with Google Suite, PDF & Email
説明
Categories
⚙️ Automation
Nodes Used
n8n-nodes-base.ifn8n-nodes-base.ifn8n-nodes-base.ifn8n-nodes-base.setn8n-nodes-base.setn8n-nodes-base.setn8n-nodes-base.setn8n-nodes-base.setn8n-nodes-base.coden8n-nodes-base.code
Price無料
Views2
最終更新2/26/2026
workflow.json
{
"meta": {
"instanceId": "2000c64071c20843606b95c63795bb0797c41036047055a6586498e855b96efc"
},
"nodes": [
{
"id": "4a0511fb-0dd6-4fa8-a732-f1aa1a3f1a14",
"name": "Check for Applications",
"type": "n8n-nodes-base.if",
"position": [
-2640,
-192
],
"parameters": {},
"typeVersion": 2
},
{
"id": "18981d5f-0f33-441f-a093-5627d2238cb0",
"name": "Process Each Application",
"type": "n8n-nodes-base.splitInBatches",
"position": [
-2416,
-192
],
"parameters": {},
"typeVersion": 3
},
{
"id": "6fee2040-0051-448e-be8a-ff9e66583c02",
"name": "Select Suitable Carriers",
"type": "n8n-nodes-base.code",
"position": [
-2192,
-192
],
"parameters": {},
"typeVersion": 2
},
{
"id": "a3692f24-dd9b-4b8e-a007-c7260e4a5b16",
"name": "Process Each Carrier",
"type": "n8n-nodes-base.splitInBatches",
"position": [
-1968,
-128
],
"parameters": {},
"typeVersion": 3
},
{
"id": "a34f4d1f-e271-40cd-8a03-e586de0e4527",
"name": "Generate Application PDF",
"type": "n8n-nodes-base.code",
"position": [
-1744,
-192
],
"parameters": {},
"typeVersion": 2
},
{
"id": "235c794c-2e34-40fc-bd4d-ed344076f7f7",
"name": "Email to Carrier",
"type": "n8n-nodes-base.emailSend",
"position": [
-624,
-192
],
"webhookId": "0a799376-bd41-4d58-9268-39efa62747d0",
"parameters": {},
"typeVersion": 2
},
{
"id": "f4c58f70-8b3d-4842-a88e-96bcd87145ca",
"name": "Track Submission",
"type": "n8n-nodes-base.code",
"position": [
-400,
-128
],
"parameters": {},
"typeVersion": 2
},
{
"id": "2286d1dc-7153-476b-8dd1-69f3efbeb1b1",
"name": "Update row in sheet",
"type": "n8n-nodes-base.googleSheets",
"position": [
48,
-80
],
"parameters": {},
"typeVersion": 4.6
},
{
"id": "6cb05530-29ec-483d-b59d-575885a07308",
"name": "Create Process Summary",
"type": "n8n-nodes-base.code",
"position": [
496,
-288
],
"parameters": {},
"typeVersion": 2
},
{
"id": "10b25819-11f4-4c4a-8cbd-989d2764788a",
"name": "Notify Broker",
"type": "n8n-nodes-base.emailSend",
"position": [
944,
-384
],
"webhookId": "6f2cfd40-9582-4d8d-baa9-1d675dbdd816",
"parameters": {},
"typeVersion": 2
},
{
"id": "5baa0e1f-b4bb-47d0-85bc-c457a321590c",
"name": "When clicking 'Execute workflow'",
"type": "n8n-nodes-base.manualTrigger",
"position": [
-3088,
-192
],
"parameters": {},
"typeVersion": 1
},
{
"id": "096f30a5-9a74-4edb-87ad-79cd7c77caa1",
"name": "Get row(s) in sheet",
"type": "n8n-nodes-base.googleSheets",
"position": [
-2864,
-192
],
"parameters": {},
"typeVersion": 4.6
},
{
"id": "4d5e6962-935c-4ef8-970f-021251bcaf10",
"name": "Update a document",
"type": "n8n-nodes-base.googleDocs",
"position": [
-1296,
-192
],
"parameters": {},
"typeVersion": 2
},
{
"id": "a0f16f91-2787-4713-87eb-4e188f37e269",
"name": "Download file",
"type": "n8n-nodes-base.googleDrive",
"position": [
-1072,
-192
],
"parameters": {},
"typeVersion": 3
},
{
"id": "87913e50-ac95-45df-adc6-cc43c6bd0acf",
"name": "Wait",
"type": "n8n-nodes-base.wait",
"position": [
-848,
-192
],
"webhookId": "12191df5-b15b-4625-9a3a-171324c5f0ad",
"parameters": {},
"typeVersion": 1.1
},
{
"id": "b5bc3868-5abe-4b1e-bfdf-9d6bc646f764",
"name": "Copy file",
"type": "n8n-nodes-base.googleDrive",
"position": [
-1520,
-192
],
"parameters": {},
"typeVersion": 3
},
{
"id": "d9ec6ca2-bea0-4dd2-8f9d-9b45a39e061c",
"name": "If",
"type": "n8n-nodes-base.if",
"position": [
720,
-288
],
"parameters": {},
"typeVersion": 2.2
},
{
"id": "72b234b9-521a-4e0a-8932-b400212452f9",
"name": "No Operation",
"type": "n8n-nodes-base.noOp",
"position": [
944,
-192
],
"parameters": {},
"typeVersion": 1
},
{
"id": "59b85ab3-b40d-4b7e-be8b-bc7491eea701",
"name": "If1",
"type": "n8n-nodes-base.if",
"position": [
-176,
-128
],
"parameters": {},
"typeVersion": 2.2
},
{
"id": "cbfb611d-d427-4b13-ae02-e1bf54d4f832",
"name": "Merge",
"type": "n8n-nodes-base.merge",
"position": [
48,
-288
],
"parameters": {},
"typeVersion": 3.2
},
{
"id": "f57e80f5-5607-408b-9714-98ffb5507506",
"name": "Pre-process & Consolidate Data",
"type": "n8n-nodes-base.code",
"position": [
272,
-288
],
"parameters": {},
"typeVersion": 2
},
{
"id": "bd71cbd2-8792-4123-bf32-3f476d9073a7",
"name": "Sticky Note",
"type": "n8n-nodes-base.stickyNote",
"position": [
-3344,
-848
],
"parameters": {
"content": ""
},
"typeVersion": 1
},
{
"id": "5eff809c-4dc6-43be-845a-76598868fd89",
"name": "Sticky Note1",
"type": "n8n-nodes-base.stickyNote",
"position": [
-2240,
-656
],
"parameters": {
"content": ""
},
"typeVersion": 1
},
{
"id": "3ab63024-80aa-4c59-9440-8b2f4921ca5d",
"name": "Sticky Note2",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1584,
-608
],
"parameters": {
"content": ""
},
"typeVersion": 1
},
{
"id": "c1e17870-ed5f-4123-91b8-21b4f43c9f9b",
"name": "Sticky Note3",
"type": "n8n-nodes-base.stickyNote",
"position": [
-640,
-736
],
"parameters": {
"content": ""
},
"typeVersion": 1
},
{
"id": "2956115b-ab54-4a0c-87a5-e044ddf794cb",
"name": "Sticky Note4",
"type": "n8n-nodes-base.stickyNote",
"position": [
-48,
-768
],
"parameters": {
"content": ""
},
"typeVersion": 1
},
{
"id": "72347731-4611-49b6-865b-84d01789f528",
"name": "Set Test Emails",
"type": "n8n-nodes-base.set",
"position": [
-3456,
256
],
"parameters": {},
"typeVersion": 3.4
},
{
"id": "b142e9ea-6fe3-447b-a7b5-843d5ef40e59",
"name": "Generate Carrier Code",
"type": "n8n-nodes-base.code",
"position": [
-3264,
256
],
"parameters": {},
"typeVersion": 2
},
{
"id": "2c4dc0e0-baf9-41c5-82c9-9f19cb269289",
"name": "Edit Fields (Output)",
"type": "n8n-nodes-base.set",
"position": [
-3056,
256
],
"parameters": {},
"typeVersion": 3.4
},
{
"id": "d85e4a0f-232e-4086-bb26-e038e69bc0fe",
"name": "Instructions",
"type": "n8n-nodes-base.stickyNote",
"position": [
-3456,
64
],
"parameters": {
"content": ""
},
"typeVersion": 1
},
{
"id": "4d1bf008-de57-42c0-a36d-9f8e939579c3",
"name": "Generate Carrier Code (Production)",
"type": "n8n-nodes-base.code",
"position": [
-2640,
368
],
"parameters": {},
"typeVersion": 2
},
{
"id": "1614e086-3397-4635-8353-a12ee73070a2",
"name": "Instructions1",
"type": "n8n-nodes-base.stickyNote",
"position": [
-2672,
96
],
"parameters": {
"content": ""
},
"typeVersion": 1
},
{
"id": "f65cd9e2-7bd8-4cf4-9eca-9f9b46c485d9",
"name": "Edit Fields (Output)1",
"type": "n8n-nodes-base.set",
"position": [
-2432,
368
],
"parameters": {},
"typeVersion": 3.4
},
{
"id": "a72ece43-d519-40e5-bdb1-f91b57e4f586",
"name": "Set Carriers",
"type": "n8n-nodes-base.set",
"position": [
-1744,
352
],
"parameters": {},
"typeVersion": 3.4
},
{
"id": "d81cebed-2d3a-41f1-ae96-09d5d8951f24",
"name": "Generate Carrier Selection Code",
"type": "n8n-nodes-base.code",
"position": [
-1520,
352
],
"parameters": {},
"typeVersion": 2
},
{
"id": "bf55a1d7-90da-4142-944a-aeb381c391f4",
"name": "Edit Fields (Output)2",
"type": "n8n-nodes-base.set",
"position": [
-1312,
352
],
"parameters": {},
"typeVersion": 3.4
},
{
"id": "02034867-4755-433a-84b2-236164efa3c9",
"name": "Instructions2",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1168,
192
],
"parameters": {
"content": ""
},
"typeVersion": 1
}
],
"pinData": {},
"connections": {
"If": {
"main": [
[
{
"node": "Notify Broker",
"type": "main",
"index": 0
}
],
[
{
"node": "No Operation",
"type": "main",
"index": 0
}
]
]
},
"If1": {
"main": [
[
{
"node": "Update row in sheet",
"type": "main",
"index": 0
}
],
[
{
"node": "Merge",
"type": "main",
"index": 1
}
]
]
},
"Wait": {
"main": [
[
{
"node": "Email to Carrier",
"type": "main",
"index": 0
}
]
]
},
"Merge": {
"main": [
[
{
"node": "Pre-process & Consolidate Data",
"type": "main",
"index": 0
}
]
]
},
"Copy file": {
"main": [
[
{
"node": "Update a document",
"type": "main",
"index": 0
}
]
]
},
"Set Carriers": {
"main": [
[
{
"node": "Generate Carrier Selection Code",
"type": "main",
"index": 0
}
]
]
},
"Download file": {
"main": [
[
{
"node": "Wait",
"type": "main",
"index": 0
}
]
]
},
"Set Test Emails": {
"main": [
[
{
"node": "Generate Carrier Code",
"type": "main",
"index": 0
}
]
]
},
"Email to Carrier": {
"main": [
[
{
"node": "Track Submission",
"type": "main",
"index": 0
}
]
]
},
"Track Submission": {
"main": [
[
{
"node": "Process Each Carrier",
"type": "main",
"index": 0
},
{
"node": "If1",
"type": "main",
"index": 0
}
]
]
},
"Update a document": {
"main": [
[
{
"node": "Download file",
"type": "main",
"index": 0
}
]
]
},
"Get row(s) in sheet": {
"main": [
[
{
"node": "Check for Applications",
"type": "main",
"index": 0
}
]
]
},
"Update row in sheet": {
"main": [
[]
]
},
"Process Each Carrier": {
"main": [
[],
[
{
"node": "Generate Application PDF",
"type": "main",
"index": 0
}
]
]
},
"Generate Carrier Code": {
"main": [
[
{
"node": "Edit Fields (Output)",
"type": "main",
"index": 0
}
]
]
},
"Check for Applications": {
"main": [
[
{
"node": "Process Each Application",
"type": "main",
"index": 0
}
]
]
},
"Create Process Summary": {
"main": [
[
{
"node": "If",
"type": "main",
"index": 0
}
]
]
},
"Generate Application PDF": {
"main": [
[
{
"node": "Copy file",
"type": "main",
"index": 0
}
]
]
},
"Process Each Application": {
"main": [
[],
[
{
"node": "Select Suitable Carriers",
"type": "main",
"index": 0
}
]
]
},
"Select Suitable Carriers": {
"main": [
[
{
"node": "Process Each Carrier",
"type": "main",
"index": 0
},
{
"node": "Merge",
"type": "main",
"index": 0
}
]
]
},
"Pre-process & Consolidate Data": {
"main": [
[
{
"node": "Create Process Summary",
"type": "main",
"index": 0
}
]
]
},
"Generate Carrier Selection Code": {
"main": [
[
{
"node": "Edit Fields (Output)2",
"type": "main",
"index": 0
}
]
]
},
"When clicking 'Execute workflow'": {
"main": [
[
{
"node": "Get row(s) in sheet",
"type": "main",
"index": 0
}
]
]
},
"Generate Carrier Code (Production)": {
"main": [
[
{
"node": "Edit Fields (Output)1",
"type": "main",
"index": 0
}
]
]
}
}
}