# Automate commercial insurance submissions with Google Suite: n8n workflow

> Started by an event in a connected app, and works across Email, Google Docs, Google Drive and Google Sheets.

Source: https://millionrounds.com/workflow/automate-commercial-insurance-submissions-with-google-suite (Millionrounds; every figure on the page links to its filing or article)

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

# 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](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fautomate-commercial-insurance-submissions-with-google-suite)

**29 steps** Large: read it before trusting it with anything live

**3** Branches: places the flow splits

**3** Loops or waits

**4** Services it connects to

## The flow

Starts it 1 Logic 21 Service 7

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

- 1 **When clicking 'Execute workflow'** Manual trigger *Starts it*
- 2 **Set Test Emails** Set *Logic*
- 3 **Generate Carrier Code (Production)** Code *Logic*
- 4 **Set Carriers** Set *Logic*
- 5 **Get row(s) in sheet** Google Sheets *Service*
- 6 **Generate Carrier Code** Code *Logic*
- 7 **Edit Fields (Output)1** Set *Logic*
- 8 **Generate Carrier Selection Code** Code *Logic*
- 9 **Check for Applications** If *Logic*
- 10 **Edit Fields (Output)** Set *Logic*
- 11 **Edit Fields (Output)2** Set *Logic*
- 12 **Process Each Application** Split In Batches *Logic*
- 13 **Select Suitable Carriers** Code *Logic*
- 14 **Process Each Carrier** Split In Batches *Logic*
- 15 **Merge** Merge *Logic*
- 16 **Generate Application PDF** Code *Logic*
- 17 **Pre-process & Consolidate Data** Code *Logic*
- 18 **Copy file** Google Drive *Service*
- 19 **Create Process Summary** Code *Logic*
- 20 **Update a document** Google Docs *Service*
- 21 **If** If *Logic*
- 22 **Download file** Google Drive *Service*
- 23 **Notify Broker** Email Send *Service*
- 24 **No Operation** No Op *Logic*
- 25 **Wait** Wait *Logic*
- 26 **Email to Carrier** Email Send *Service*
- 27 **Track Submission** Code *Logic*
- 28 **If1** If *Logic*
- 29 **Update row in sheet** Google Sheets *Service*

## 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.

## 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-commercial-insurance-submissions-with-google-suite)
- **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.

[Email](https://millionrounds.com/workflows?service=Email#library)[Google Docs](https://millionrounds.com/workflows?service=Google+Docs#library)[Google Drive](https://millionrounds.com/workflows?service=Google+Drive#library)[Google Sheets](https://millionrounds.com/workflows?service=Google+Sheets#library)

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Also documents and files, with the same services where possible, closest in size first.

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- [**Automated workflow backup to Google Drive with Google Sheets** 28 steps · Google Drive, Google Sheets](https://millionrounds.com/workflow/automated-workflow-backup-to-google-drive-with-google-sheets)
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- [**Create custom PDF documents from templates with Gemini** 30 steps · calls a model · Google Drive](https://millionrounds.com/workflow/create-custom-pdf-documents-from-templates-with-gemini)
- [**Generate business requirement documents with Google Workspace** 28 steps · calls a model · Google Drive, Google Sheets](https://millionrounds.com/workflow/generate-business-requirement-documents-with-google-workspac)
- [**Provide academic OCR and RAG answers on Telegram with Gemini** 28 steps · calls a model · Google Drive, Google Sheets](https://millionrounds.com/workflow/provide-academic-ocr-and-rag-answers-on-telegram-with-gemini)