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 →
{
"nodes": [
{
"id": "4a0511fb-0dd6-4fa8-a732-f1aa1a3f1a14",
"name": "Check for Applications",
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],
"parameters": {},
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},
{
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"name": "Process Each Application",
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],
"parameters": {},
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},
{
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{
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},
{
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},
{
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},
{
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{
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{
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{
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{
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{
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{
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{
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{
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"parameters": {},
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{
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{
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{
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{
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{
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{
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{
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{
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{
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{
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{
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{
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{
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{
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{
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{
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{
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{
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{
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"parameters": {
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],
"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
}
]
]
}
}
}
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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 →
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