Automation library · Documents and files

Automate commercial insurance submissions with Google Suite

Started by an event in a connected app, and works across Email, Google Docs, Google Drive and Google Sheets. 29 steps, 3 branches, 3 loops or waits: large, and worth reading before you trust it with anything live.

Large

Download free
29 stepsLarge: read it before trusting it with anything live
3Branches: places the flow splits
3Loops or waits
4Services it connects to

The flow

Starts it 1Logic 21Service 7

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

  1. 1When clicking 'Execute workflow'Manual triggerStarts it
  2. 2Set Test EmailsSetLogic
  3. 3Generate Carrier Code (Production)CodeLogic
  4. 4Set CarriersSetLogic
  5. 5Get row(s) in sheetGoogle SheetsService
  6. 6Generate Carrier CodeCodeLogic
  7. 7Edit Fields (Output)1SetLogic
  8. 8Generate Carrier Selection CodeCodeLogic
  9. 9Check for ApplicationsIfLogic
  10. 10Edit Fields (Output)SetLogic
  11. 11Edit Fields (Output)2SetLogic
  12. 12Process Each ApplicationSplit In BatchesLogic
  13. 13Select Suitable CarriersCodeLogic
  14. 14Process Each CarrierSplit In BatchesLogic
  15. 15MergeMergeLogic
  16. 16Generate Application PDFCodeLogic
  17. 17Pre-process & Consolidate DataCodeLogic
  18. 18Copy fileGoogle DriveService
  19. 19Create Process SummaryCodeLogic
  20. 20Update a documentGoogle DocsService
  21. 21IfIfLogic
  22. 22Download fileGoogle DriveService
  23. 23Notify BrokerEmail SendService
  24. 24No OperationNo OpLogic
  25. 25WaitWaitLogic
  26. 26Email to CarrierEmail SendService
  27. 27Track SubmissionCodeLogic
  28. 28If1IfLogic
  29. 29Update row in sheetGoogle SheetsService

How it's built

Starts on
An event in a connected app
Steps
29, with 3 branches, 3 loops or waits
Size
Large: read it before trusting it with anything live
Connects to
Email, Google Docs, Google Drive, Google Sheets
Model
None. This is plumbing, not judgement

Questions

What does it need to run?

An n8n account, plus your own Email, Google Docs, Google Drive and Google Sheets accounts. You connect your own accounts after importing it; none are included.

What starts it?

It starts on an event in a connected app.

Does it use AI?

No. Every step is fixed logic or a call to a service, so it does the same thing every time.

How long does it take to set up?

Take your time. At 29 steps it is large: read it before trusting it with anything live.

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 29 steps before you point it at anything that matters.