Automate commercial insurance submissions with Google Suite, PDF & email

by David Olusola ✓ · 414 views · created 2025-08-07 · Document Extraction

What this workflow does

This workflow has 29 nodes and runs manually, when you click “Execute workflow”. Along the way it connects Google Sheets, Google Docs and Google Drive.

How it runs

Trigger: Manually, when you click “Execute workflow”.

1. Get row(s) in sheet (Google Sheets): uses Google Sheets
2. Check for Applications (If): checks a condition and branches into true / false
3. Process Each Application (Loop Over Items (Split in Batches)): loops over the items in batches
4. Select Suitable Carriers (Code): runs custom JavaScript code
5. Process Each Carrier (Loop Over Items (Split in Batches)): loops over the items in batches
6. Merge: merges the data from its input branches
7. Generate Application PDF (Code): runs custom JavaScript code
8. Pre-process & Consolidate Data (Code): runs custom JavaScript code
9. Copy file (Google Drive): uses Google Drive
10. Create Process Summary (Code): runs custom JavaScript code

…plus 17 more steps. See the full node list below.

Services it uses

Google SheetsGoogle DocsGoogle Drive

Before you upgrade to n8n 3.0

Nodes used (12)

• Ifn8n-nodes-base.if
• Loop Over Items (Split in Batches)n8n-nodes-base.splitInBatches
• Coden8n-nodes-base.code
• Send Emailn8n-nodes-base.emailSend
• Google Sheetsn8n-nodes-base.googleSheets
• Manual Triggern8n-nodes-base.manualTrigger
• Google Docsn8n-nodes-base.googleDocs
• Google Driven8n-nodes-base.googleDrive
• Waitn8n-nodes-base.wait
• No Operation, do nothingn8n-nodes-base.noOp
• Mergen8n-nodes-base.merge
• Edit Fields (Set)n8n-nodes-base.set

From the author

Overview Supercharge your insurance agency's efficiency with this powerful automation template for n8n. Designed specifically for commercial insurance brokers and agents, this workflow transforms the tedious process of manual application submissions into a…

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