Automatisation des soumissions d'assurance commerciale avec Google Workspace, PDF et e-mail
Avancé
Ceci est unDocument Extractionworkflow d'automatisation du domainecontenant 37 nœuds.Utilise principalement des nœuds comme If, Set, Code, Wait, Merge. Automatisation du processus de soumission d'assurance commerciale avec la suite Google, les PDF et l'e-mail
Prérequis
- •Informations d'identification Google Drive API
- •Informations d'identification Google Sheets API
Nœuds utilisés (37)
Catégorie
Aperçu du workflow
Visualisation des connexions entre les nœuds, avec support du zoom et du déplacement
Exporter le workflow
Copiez la configuration JSON suivante dans n8n pour importer et utiliser ce workflow
{
"meta": {
"instanceId": "2000c64071c20843606b95c63795bb0797c41036047055a6586498e855b96efc"
},
"nodes": [
{
"id": "4a0511fb-0dd6-4fa8-a732-f1aa1a3f1a14",
"name": "Vérifier les candidatures",
"type": "n8n-nodes-base.if",
"position": [
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],
"parameters": {},
"typeVersion": 2
},
{
"id": "18981d5f-0f33-441f-a093-5627d2238cb0",
"name": "Traiter chaque candidature",
"type": "n8n-nodes-base.splitInBatches",
"position": [
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],
"parameters": {},
"typeVersion": 3
},
{
"id": "6fee2040-0051-448e-be8a-ff9e66583c02",
"name": "Sélectionner les assureurs appropriés",
"type": "n8n-nodes-base.code",
"position": [
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],
"parameters": {},
"typeVersion": 2
},
{
"id": "a3692f24-dd9b-4b8e-a007-c7260e4a5b16",
"name": "Traiter chaque assureur",
"type": "n8n-nodes-base.splitInBatches",
"position": [
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],
"parameters": {},
"typeVersion": 3
},
{
"id": "a34f4d1f-e271-40cd-8a03-e586de0e4527",
"name": "Générer le PDF de candidature",
"type": "n8n-nodes-base.code",
"position": [
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],
"parameters": {},
"typeVersion": 2
},
{
"id": "235c794c-2e34-40fc-bd4d-ed344076f7f7",
"name": "Envoyer par email à l'assureur",
"type": "n8n-nodes-base.emailSend",
"position": [
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-192
],
"webhookId": "0a799376-bd41-4d58-9268-39efa62747d0",
"parameters": {},
"typeVersion": 2
},
{
"id": "f4c58f70-8b3d-4842-a88e-96bcd87145ca",
"name": "Suivre la soumission",
"type": "n8n-nodes-base.code",
"position": [
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],
"parameters": {},
"typeVersion": 2
},
{
"id": "2286d1dc-7153-476b-8dd1-69f3efbeb1b1",
"name": "Mettre à jour la ligne dans la feuille",
"type": "n8n-nodes-base.googleSheets",
"position": [
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],
"parameters": {},
"typeVersion": 4.6
},
{
"id": "6cb05530-29ec-483d-b59d-575885a07308",
"name": "Créer un résumé du processus",
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],
"parameters": {},
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},
{
"id": "10b25819-11f4-4c4a-8cbd-989d2764788a",
"name": "Notifier le courtier",
"type": "n8n-nodes-base.emailSend",
"position": [
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"webhookId": "6f2cfd40-9582-4d8d-baa9-1d675dbdd816",
"parameters": {},
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},
{
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"type": "n8n-nodes-base.manualTrigger",
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"parameters": {},
"typeVersion": 1
},
{
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"name": "Obtenir la/les ligne(s) dans la feuille",
"type": "n8n-nodes-base.googleSheets",
"position": [
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],
"parameters": {},
"typeVersion": 4.6
},
{
"id": "4d5e6962-935c-4ef8-970f-021251bcaf10",
"name": "Mettre à jour un document",
"type": "n8n-nodes-base.googleDocs",
"position": [
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-192
],
"parameters": {},
"typeVersion": 2
},
{
"id": "a0f16f91-2787-4713-87eb-4e188f37e269",
"name": "Télécharger le fichier",
"type": "n8n-nodes-base.googleDrive",
"position": [
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"parameters": {},
"typeVersion": 3
},
{
"id": "87913e50-ac95-45df-adc6-cc43c6bd0acf",
"name": "Attendre",
"type": "n8n-nodes-base.wait",
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"parameters": {},
"typeVersion": 1.1
},
{
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"name": "Copier le fichier",
"type": "n8n-nodes-base.googleDrive",
"position": [
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],
"parameters": {},
"typeVersion": 3
},
{
"id": "d9ec6ca2-bea0-4dd2-8f9d-9b45a39e061c",
"name": "Si",
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{
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{
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"name": "Fusionner",
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{
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{
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{
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"type": "n8n-nodes-base.set",
"position": [
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"parameters": {},
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{
"id": "b142e9ea-6fe3-447b-a7b5-843d5ef40e59",
"name": "Générer le code assureur",
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"position": [
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256
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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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}
}Foire aux questions
Comment utiliser ce workflow ?
Copiez le code de configuration JSON ci-dessus, créez un nouveau workflow dans votre instance n8n et sélectionnez "Importer depuis le JSON", collez la configuration et modifiez les paramètres d'authentification selon vos besoins.
Dans quelles scénarios ce workflow est-il adapté ?
Avancé - Extraction de documents
Est-ce payant ?
Ce workflow est entièrement gratuit et peut être utilisé directement. Veuillez noter que les services tiers utilisés dans le workflow (comme l'API OpenAI) peuvent nécessiter un paiement de votre part.
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Nombre de nœuds37
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Description de la difficulté
Auteur
David Olusola
@dae221I help ambitious businesses eliminate operational bottlenecks and scale faster with AI automation. My clients typically see 40-60% efficiency gains within 90 days. Currently accepting 3 new projects this quarter - david@daexai.com
Liens externes
Voir sur n8n.io →
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