# Automate actuarial premium adjustments and claims reporting: n8n workflow

> Started by a clock, and works across Gmail and Slack. It hands the judgement calls to OpenAI. 19 steps: a working afternoon to understand properly.

Source: https://millionrounds.com/workflow/automate-actuarial-premium-adjustments-and-claims-reporting (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [Research and reporting](https://millionrounds.com/workflows?category=Research+and+reporting#library)

# Automate actuarial premium adjustments and claims reporting

Started by a clock, and works across Gmail and Slack. It hands the judgement calls to OpenAI. 19 steps: a working afternoon to understand properly.

Medium Calls a model: OpenAI

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fautomate-actuarial-premium-adjustments-and-claims-reporting)

**19 steps** Medium: a working afternoon

**0** Branches: places the flow splits

**0** Loops or waits

**2** Services it connects to

## The flow

Starts it 1 Model 13 Logic 2 Service 3

The steps in the order they run, from what starts it.

- 1 **Schedule Trigger - Ingest Claims Data** Schedule trigger *Starts it*
- 2 **OpenAI Model - Analysis** Lm Chat Open Ai *Model*
- 3 **Structured Output - Actuarial Assumptions** Output Parser Structured *Model*
- 4 **Calculator Tool** Tool Calculator *Model*
- 5 **OpenAI Model - Memo Writer** Lm Chat Open Ai *Model*
- 6 **Structured Output - Memo** Output Parser Structured *Model*
- 7 **OpenAI Model - Risk Assessment** Lm Chat Open Ai *Model*
- 8 **Structured Output - Risk Assessment** Output Parser Structured *Model*
- 9 **OpenAI Model - Orchestrator** Lm Chat Open Ai *Model*
- 10 **Structured Output - Final Report** Output Parser Structured *Model*
- 11 **Workflow Configuration** Set *Logic*
- 12 **Actuarial Analysis Agent** Agent *Model*
- 13 **Memo Writer Agent Tool** Agent Tool *Model*
- 14 **Risk Assessment Agent Tool** Agent Tool *Model*
- 15 **Orchestrator Agent** Agent *Model*
- 16 **Fetch New Claims Data** Http Request *Service*
- 17 **Calculate Premium Adjustments** Code *Logic*
- 18 **Send Email to Product Team** Gmail *Service*
- 19 **Send Slack Message to Risk Team** Slack *Service*

## How it's built

- **Starts on:** A clock
- **Steps:** 19
- **Size:** Medium: a working afternoon
- **Connects to:** Gmail, Slack
- **Model:** OpenAI

## Questions

What does it need to run?

An n8n account, plus your own Gmail and Slack accounts, and a key for OpenAI. You connect your own accounts after importing it; none are included.

What starts it?

It starts on a clock.

Does it use AI?

Yes. It calls OpenAI. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Plan an afternoon. 19 steps is enough that you should read each one before running it.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

**Before you run it**

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 19 steps before you point it at anything that matters.

## Run it in n8n

- **Create your n8n account** Free to start. n8n is where the workflow runs. [Create an n8n account ↗](https://millionrounds.com/n8n)
- **Download the workflow** Free with a Millionrounds account. [Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fautomate-actuarial-premium-adjustments-and-claims-reporting)
- **Paste it into n8n** Open a new workflow in n8n and paste. Then connect your own accounts.

Stored with the author's traces removed: canvas notes, instance identifiers, saved credential names and any live document they had left behind.

## Connects to

Each opens the other workflows that use it.

[Gmail](https://millionrounds.com/workflows?service=Gmail#library)[Slack](https://millionrounds.com/workflows?service=Slack#library)

## Workflows like it

Also research and reporting, with the same services where possible, closest in size first.

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- [**Automate vendor analysis & contract management with OpenAI** 19 steps · calls a model · Airtable, Gmail](https://millionrounds.com/workflow/automate-vendor-analysis-and-contract-management-with-openai)
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- [**Generate personalized promotion emails with Gmail** 19 steps · calls a model · Gmail, Google Sheets](https://millionrounds.com/workflow/generate-personalized-promotion-emails-with-gmail)
- [**Gold market prediction system with Perplexity Sonar-Pro** 19 steps · calls a model · Email, Slack](https://millionrounds.com/workflow/gold-market-prediction-system-with-perplexity-sonar-pro)