Automatisierung der kommerziellen Versicherungseinreichung mit Google Workspace, PDF und E-Mail
Experte
Dies ist ein Document Extraction-Bereich Automatisierungsworkflow mit 37 Nodes. Hauptsächlich werden If, Set, Code, Wait, Merge und andere Nodes verwendet. Automatisierung des Einreichungsprozesses für Geschäftsversicherungen mit Google Workspace, PDFs und E-Mail
Voraussetzungen
- •Google Drive API-Anmeldedaten
- •Google Sheets API-Anmeldedaten
Verwendete Nodes (37)
Kategorie
Workflow-Vorschau
Visualisierung der Node-Verbindungen, mit Zoom und Pan
Workflow exportieren
Kopieren Sie die folgende JSON-Konfiguration und importieren Sie sie in n8n
{
"meta": {
"instanceId": "2000c64071c20843606b95c63795bb0797c41036047055a6586498e855b96efc"
},
"nodes": [
{
"id": "4a0511fb-0dd6-4fa8-a732-f1aa1a3f1a14",
"name": "Auf Anträge prüfen",
"type": "n8n-nodes-base.if",
"position": [
-2640,
-192
],
"parameters": {},
"typeVersion": 2
},
{
"id": "18981d5f-0f33-441f-a093-5627d2238cb0",
"name": "Jeden Antrag verarbeiten",
"type": "n8n-nodes-base.splitInBatches",
"position": [
-2416,
-192
],
"parameters": {},
"typeVersion": 3
},
{
"id": "6fee2040-0051-448e-be8a-ff9e66583c02",
"name": "Geeignete Versicherer auswählen",
"type": "n8n-nodes-base.code",
"position": [
-2192,
-192
],
"parameters": {},
"typeVersion": 2
},
{
"id": "a3692f24-dd9b-4b8e-a007-c7260e4a5b16",
"name": "Jeden Versicherer verarbeiten",
"type": "n8n-nodes-base.splitInBatches",
"position": [
-1968,
-128
],
"parameters": {},
"typeVersion": 3
},
{
"id": "a34f4d1f-e271-40cd-8a03-e586de0e4527",
"name": "Antrags-PDF generieren",
"type": "n8n-nodes-base.code",
"position": [
-1744,
-192
],
"parameters": {},
"typeVersion": 2
},
{
"id": "235c794c-2e34-40fc-bd4d-ed344076f7f7",
"name": "An Versicherer senden",
"type": "n8n-nodes-base.emailSend",
"position": [
-624,
-192
],
"webhookId": "0a799376-bd41-4d58-9268-39efa62747d0",
"parameters": {},
"typeVersion": 2
},
{
"id": "f4c58f70-8b3d-4842-a88e-96bcd87145ca",
"name": "Einreichung verfolgen",
"type": "n8n-nodes-base.code",
"position": [
-400,
-128
],
"parameters": {},
"typeVersion": 2
},
{
"id": "2286d1dc-7153-476b-8dd1-69f3efbeb1b1",
"name": "Zeile in Tabelle aktualisieren",
"type": "n8n-nodes-base.googleSheets",
"position": [
48,
-80
],
"parameters": {},
"typeVersion": 4.6
},
{
"id": "6cb05530-29ec-483d-b59d-575885a07308",
"name": "Prozesszusammenfassung erstellen",
"type": "n8n-nodes-base.code",
"position": [
496,
-288
],
"parameters": {},
"typeVersion": 2
},
{
"id": "10b25819-11f4-4c4a-8cbd-989d2764788a",
"name": "Makler benachrichtigen",
"type": "n8n-nodes-base.emailSend",
"position": [
944,
-384
],
"webhookId": "6f2cfd40-9582-4d8d-baa9-1d675dbdd816",
"parameters": {},
"typeVersion": 2
},
{
"id": "5baa0e1f-b4bb-47d0-85bc-c457a321590c",
"name": "Bei Klick auf 'Workflow ausführen'",
"type": "n8n-nodes-base.manualTrigger",
"position": [
-3088,
-192
],
"parameters": {},
"typeVersion": 1
},
{
"id": "096f30a5-9a74-4edb-87ad-79cd7c77caa1",
"name": "Zeile(n) in Tabelle abrufen",
"type": "n8n-nodes-base.googleSheets",
"position": [
-2864,
-192
],
"parameters": {},
"typeVersion": 4.6
},
{
"id": "4d5e6962-935c-4ef8-970f-021251bcaf10",
"name": "Dokument aktualisieren",
"type": "n8n-nodes-base.googleDocs",
"position": [
-1296,
-192
],
"parameters": {},
"typeVersion": 2
},
{
"id": "a0f16f91-2787-4713-87eb-4e188f37e269",
"name": "Datei herunterladen",
"type": "n8n-nodes-base.googleDrive",
"position": [
-1072,
-192
],
"parameters": {},
"typeVersion": 3
},
{
"id": "87913e50-ac95-45df-adc6-cc43c6bd0acf",
"name": "Warten",
"type": "n8n-nodes-base.wait",
"position": [
-848,
-192
],
"webhookId": "12191df5-b15b-4625-9a3a-171324c5f0ad",
"parameters": {},
"typeVersion": 1.1
},
{
"id": "b5bc3868-5abe-4b1e-bfdf-9d6bc646f764",
"name": "Datei kopieren",
"type": "n8n-nodes-base.googleDrive",
"position": [
-1520,
-192
],
"parameters": {},
"typeVersion": 3
},
{
"id": "d9ec6ca2-bea0-4dd2-8f9d-9b45a39e061c",
"name": "Wenn",
"type": "n8n-nodes-base.if",
"position": [
720,
-288
],
"parameters": {},
"typeVersion": 2.2
},
{
"id": "72b234b9-521a-4e0a-8932-b400212452f9",
"name": "Keine Operation",
"type": "n8n-nodes-base.noOp",
"position": [
944,
-192
],
"parameters": {},
"typeVersion": 1
},
{
"id": "59b85ab3-b40d-4b7e-be8b-bc7491eea701",
"name": "Wenn1",
"type": "n8n-nodes-base.if",
"position": [
-176,
-128
],
"parameters": {},
"typeVersion": 2.2
},
{
"id": "cbfb611d-d427-4b13-ae02-e1bf54d4f832",
"name": "Zusammenführen",
"type": "n8n-nodes-base.merge",
"position": [
48,
-288
],
"parameters": {},
"typeVersion": 3.2
},
{
"id": "f57e80f5-5607-408b-9714-98ffb5507506",
"name": "Daten vorverarbeiten und konsolidieren",
"type": "n8n-nodes-base.code",
"position": [
272,
-288
],
"parameters": {},
"typeVersion": 2
},
{
"id": "bd71cbd2-8792-4123-bf32-3f476d9073a7",
"name": "Haftnotiz",
"type": "n8n-nodes-base.stickyNote",
"position": [
-3344,
-848
],
"parameters": {
"content": ""
},
"typeVersion": 1
},
{
"id": "5eff809c-4dc6-43be-845a-76598868fd89",
"name": "Haftnotiz1",
"type": "n8n-nodes-base.stickyNote",
"position": [
-2240,
-656
],
"parameters": {
"content": ""
},
"typeVersion": 1
},
{
"id": "3ab63024-80aa-4c59-9440-8b2f4921ca5d",
"name": "Haftnotiz2",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1584,
-608
],
"parameters": {
"content": ""
},
"typeVersion": 1
},
{
"id": "c1e17870-ed5f-4123-91b8-21b4f43c9f9b",
"name": "Haftnotiz3",
"type": "n8n-nodes-base.stickyNote",
"position": [
-640,
-736
],
"parameters": {
"content": ""
},
"typeVersion": 1
},
{
"id": "2956115b-ab54-4a0c-87a5-e044ddf794cb",
"name": "Haftnotiz4",
"type": "n8n-nodes-base.stickyNote",
"position": [
-48,
-768
],
"parameters": {
"content": ""
},
"typeVersion": 1
},
{
"id": "72347731-4611-49b6-865b-84d01789f528",
"name": "Test-E-Mails festlegen",
"type": "n8n-nodes-base.set",
"position": [
-3456,
256
],
"parameters": {},
"typeVersion": 3.4
},
{
"id": "b142e9ea-6fe3-447b-a7b5-843d5ef40e59",
"name": "Versicherercode generieren",
"type": "n8n-nodes-base.code",
"position": [
-3264,
256
],
"parameters": {},
"typeVersion": 2
},
{
"id": "2c4dc0e0-baf9-41c5-82c9-9f19cb269289",
"name": "Felder bearbeiten (Ausgabe)",
"type": "n8n-nodes-base.set",
"position": [
-3056,
256
],
"parameters": {},
"typeVersion": 3.4
},
{
"id": "d85e4a0f-232e-4086-bb26-e038e69bc0fe",
"name": "Anweisungen",
"type": "n8n-nodes-base.stickyNote",
"position": [
-3456,
64
],
"parameters": {
"content": ""
},
"typeVersion": 1
},
{
"id": "4d1bf008-de57-42c0-a36d-9f8e939579c3",
"name": "Versicherercode generieren (Produktion)",
"type": "n8n-nodes-base.code",
"position": [
-2640,
368
],
"parameters": {},
"typeVersion": 2
},
{
"id": "1614e086-3397-4635-8353-a12ee73070a2",
"name": "Anweisungen1",
"type": "n8n-nodes-base.stickyNote",
"position": [
-2672,
96
],
"parameters": {
"content": ""
},
"typeVersion": 1
},
{
"id": "f65cd9e2-7bd8-4cf4-9eca-9f9b46c485d9",
"name": "Felder bearbeiten (Ausgabe)1",
"type": "n8n-nodes-base.set",
"position": [
-2432,
368
],
"parameters": {},
"typeVersion": 3.4
},
{
"id": "a72ece43-d519-40e5-bdb1-f91b57e4f586",
"name": "Versicherer festlegen",
"type": "n8n-nodes-base.set",
"position": [
-1744,
352
],
"parameters": {},
"typeVersion": 3.4
},
{
"id": "d81cebed-2d3a-41f1-ae96-09d5d8951f24",
"name": "Versichererauswahlcode generieren",
"type": "n8n-nodes-base.code",
"position": [
-1520,
352
],
"parameters": {},
"typeVersion": 2
},
{
"id": "bf55a1d7-90da-4142-944a-aeb381c391f4",
"name": "Felder bearbeiten (Ausgabe)2",
"type": "n8n-nodes-base.set",
"position": [
-1312,
352
],
"parameters": {},
"typeVersion": 3.4
},
{
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"name": "Anweisungen2",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1168,
192
],
"parameters": {
"content": ""
},
"typeVersion": 1
}
],
"pinData": {},
"connections": {
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"59b85ab3-b40d-4b7e-be8b-bc7491eea701": {
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"87913e50-ac95-45df-adc6-cc43c6bd0acf": {
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"cbfb611d-d427-4b13-ae02-e1bf54d4f832": {
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"b5bc3868-5abe-4b1e-bfdf-9d6bc646f764": {
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},
"a72ece43-d519-40e5-bdb1-f91b57e4f586": {
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},
"a0f16f91-2787-4713-87eb-4e188f37e269": {
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},
"72347731-4611-49b6-865b-84d01789f528": {
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"096f30a5-9a74-4edb-87ad-79cd7c77caa1": {
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"2286d1dc-7153-476b-8dd1-69f3efbeb1b1": {
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[]
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"6cb05530-29ec-483d-b59d-575885a07308": {
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"a34f4d1f-e271-40cd-8a03-e586de0e4527": {
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[
{
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"18981d5f-0f33-441f-a093-5627d2238cb0": {
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"f57e80f5-5607-408b-9714-98ffb5507506": {
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"d81cebed-2d3a-41f1-ae96-09d5d8951f24": {
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},
"5baa0e1f-b4bb-47d0-85bc-c457a321590c": {
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"4d1bf008-de57-42c0-a36d-9f8e939579c3": {
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}
}Häufig gestellte Fragen
Wie verwende ich diesen Workflow?
Kopieren Sie den obigen JSON-Code, erstellen Sie einen neuen Workflow in Ihrer n8n-Instanz und wählen Sie "Aus JSON importieren". Fügen Sie die Konfiguration ein und passen Sie die Anmeldedaten nach Bedarf an.
Für welche Szenarien ist dieser Workflow geeignet?
Experte - Dokumentenextraktion
Ist es kostenpflichtig?
Dieser Workflow ist völlig kostenlos. Beachten Sie jedoch, dass Drittanbieterdienste (wie OpenAI API), die im Workflow verwendet werden, möglicherweise kostenpflichtig sind.
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@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
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