AutomationFlowsData & Sheets › Automate Commercial Insurance Submissions with Google Suite, PDF & Email

Automate Commercial Insurance Submissions with Google Suite, PDF & Email

ByDavid Olusola @dae221 on n8n.io

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 streamlined, one-click…

Event trigger★★★★★ complexity37 nodesEmail SendGoogle SheetsGoogle DocsGoogle Drive
Data & Sheets Trigger: Event Nodes: 37 Complexity: ★★★★★ Added:

This workflow corresponds to n8n.io template #7132 — we link there as the canonical source.

This workflow follows the Emailsend → Google Drive recipe pattern — see all workflows that pair these two integrations.

The workflow JSON

Copy or download the full n8n JSON below. Paste it into a new n8n workflow, add your credentials, activate. Full import guide →

Download .json
{
  "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
      ],
      "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
      ],
      "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
      ],
      "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
    }
  ],
  "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
          }
        ]
      ]
    }
  }
}
Pro

For the full experience including quality scoring and batch install features for each workflow upgrade to Pro

About this workflow

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 streamlined, one-click…

Source: https://n8n.io/workflows/7132/ — original creator credit. Request a take-down →

More Data & Sheets workflows → · Browse all categories →

Related workflows

Workflows that share integrations, category, or trigger type with this one. All free to copy and import.

Data & Sheets

This workflow turns contract process into a fully automated, production-ready signing pipeline.

Form Trigger, Google Sheets, Form +3
Data & Sheets

This workflow provides a complete, hands-off solution for managing event registrations (perfect for seminars, workshops, or community gatherings). It automatically generates personalized PDF e-tickets

Google Drive, Google Docs, Google Sheets Trigger +2
Data & Sheets

PCN. Uses googleSheets, httpRequest, @n-octo-n/n8n-nodes-json-database, itemLists. Event-driven trigger; 60 nodes.

Google Sheets, HTTP Request, @N Octo N/N8N Nodes Json Database +3
Data & Sheets

The workflow automates the process of gathering extensive keyword data for a "Main Keyword." It starts by reading initial parameters from a Google Sheets template, creates a new dedicated Google Sheet

Google Sheets, Google Drive, HTTP Request
Data & Sheets

🔥 March Sale – n8n Community Members Get ideoGener8r for Just $27! (Reg. $47) Use Coupon Code: (Valid until 3/31/2025 for n8n community members)

HTTP Request, Google Drive, Google Sheets