Automatización de presentaciones de seguros comerciales con Google Workspace, PDF y correo electrónico
Avanzado
Este es unDocument Extractionflujo de automatización del dominio deautomatización que contiene 37 nodos.Utiliza principalmente nodos como If, Set, Code, Wait, Merge. Automatización del flujo de presentación de seguros comerciales con Google Workspace, PDF y correo electrónico
Requisitos previos
- •Credenciales de API de Google Drive
- •Credenciales de API de Google Sheets
Nodos utilizados (37)
Categoría
Vista previa del flujo de trabajo
Visualización de las conexiones entre nodos, con soporte para zoom y panorámica
Exportar flujo de trabajo
Copie la siguiente configuración JSON en n8n para importar y usar este flujo de trabajo
{
"meta": {
"instanceId": "2000c64071c20843606b95c63795bb0797c41036047055a6586498e855b96efc"
},
"nodes": [
{
"id": "4a0511fb-0dd6-4fa8-a732-f1aa1a3f1a14",
"name": "Verificar Solicitudes",
"type": "n8n-nodes-base.if",
"position": [
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],
"parameters": {},
"typeVersion": 2
},
{
"id": "18981d5f-0f33-441f-a093-5627d2238cb0",
"name": "Procesar Cada Solicitud",
"type": "n8n-nodes-base.splitInBatches",
"position": [
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-192
],
"parameters": {},
"typeVersion": 3
},
{
"id": "6fee2040-0051-448e-be8a-ff9e66583c02",
"name": "Seleccionar Aseguradoras Apropiadas",
"type": "n8n-nodes-base.code",
"position": [
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],
"parameters": {},
"typeVersion": 2
},
{
"id": "a3692f24-dd9b-4b8e-a007-c7260e4a5b16",
"name": "Procesar Cada Aseguradora",
"type": "n8n-nodes-base.splitInBatches",
"position": [
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],
"parameters": {},
"typeVersion": 3
},
{
"id": "a34f4d1f-e271-40cd-8a03-e586de0e4527",
"name": "Generar PDF de Solicitud",
"type": "n8n-nodes-base.code",
"position": [
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],
"parameters": {},
"typeVersion": 2
},
{
"id": "235c794c-2e34-40fc-bd4d-ed344076f7f7",
"name": "Enviar por Correo a Aseguradora",
"type": "n8n-nodes-base.emailSend",
"position": [
-624,
-192
],
"webhookId": "0a799376-bd41-4d58-9268-39efa62747d0",
"parameters": {},
"typeVersion": 2
},
{
"id": "f4c58f70-8b3d-4842-a88e-96bcd87145ca",
"name": "Seguimiento de Envío",
"type": "n8n-nodes-base.code",
"position": [
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],
"parameters": {},
"typeVersion": 2
},
{
"id": "2286d1dc-7153-476b-8dd1-69f3efbeb1b1",
"name": "Actualizar fila en hoja",
"type": "n8n-nodes-base.googleSheets",
"position": [
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],
"parameters": {},
"typeVersion": 4.6
},
{
"id": "6cb05530-29ec-483d-b59d-575885a07308",
"name": "Crear Resumen del Proceso",
"type": "n8n-nodes-base.code",
"position": [
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],
"parameters": {},
"typeVersion": 2
},
{
"id": "10b25819-11f4-4c4a-8cbd-989d2764788a",
"name": "Notificar al Corredor",
"type": "n8n-nodes-base.emailSend",
"position": [
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"webhookId": "6f2cfd40-9582-4d8d-baa9-1d675dbdd816",
"parameters": {},
"typeVersion": 2
},
{
"id": "5baa0e1f-b4bb-47d0-85bc-c457a321590c",
"name": "Al hacer clic en 'Ejecutar flujo de trabajo'",
"type": "n8n-nodes-base.manualTrigger",
"position": [
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"parameters": {},
"typeVersion": 1
},
{
"id": "096f30a5-9a74-4edb-87ad-79cd7c77caa1",
"name": "Obtener fila(s) en hoja",
"type": "n8n-nodes-base.googleSheets",
"position": [
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"parameters": {},
"typeVersion": 4.6
},
{
"id": "4d5e6962-935c-4ef8-970f-021251bcaf10",
"name": "Actualizar un documento",
"type": "n8n-nodes-base.googleDocs",
"position": [
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-192
],
"parameters": {},
"typeVersion": 2
},
{
"id": "a0f16f91-2787-4713-87eb-4e188f37e269",
"name": "Descargar archivo",
"type": "n8n-nodes-base.googleDrive",
"position": [
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"parameters": {},
"typeVersion": 3
},
{
"id": "87913e50-ac95-45df-adc6-cc43c6bd0acf",
"name": "Esperar",
"type": "n8n-nodes-base.wait",
"position": [
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"webhookId": "12191df5-b15b-4625-9a3a-171324c5f0ad",
"parameters": {},
"typeVersion": 1.1
},
{
"id": "b5bc3868-5abe-4b1e-bfdf-9d6bc646f764",
"name": "Copiar archivo",
"type": "n8n-nodes-base.googleDrive",
"position": [
-1520,
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],
"parameters": {},
"typeVersion": 3
},
{
"id": "d9ec6ca2-bea0-4dd2-8f9d-9b45a39e061c",
"name": "Si",
"type": "n8n-nodes-base.if",
"position": [
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"parameters": {},
"typeVersion": 2.2
},
{
"id": "72b234b9-521a-4e0a-8932-b400212452f9",
"name": "Sin Operación",
"type": "n8n-nodes-base.noOp",
"position": [
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"parameters": {},
"typeVersion": 1
},
{
"id": "59b85ab3-b40d-4b7e-be8b-bc7491eea701",
"name": "Si1",
"type": "n8n-nodes-base.if",
"position": [
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"parameters": {},
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{
"id": "cbfb611d-d427-4b13-ae02-e1bf54d4f832",
"name": "Combinar",
"type": "n8n-nodes-base.merge",
"position": [
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"parameters": {},
"typeVersion": 3.2
},
{
"id": "f57e80f5-5607-408b-9714-98ffb5507506",
"name": "Preprocesar y Consolidar Datos",
"type": "n8n-nodes-base.code",
"position": [
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],
"parameters": {},
"typeVersion": 2
},
{
"id": "bd71cbd2-8792-4123-bf32-3f476d9073a7",
"name": "Nota Adhesiva",
"type": "n8n-nodes-base.stickyNote",
"position": [
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],
"parameters": {
"content": ""
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"typeVersion": 1
},
{
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"name": "Nota Adhesiva1",
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"position": [
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"parameters": {
"content": ""
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},
{
"id": "3ab63024-80aa-4c59-9440-8b2f4921ca5d",
"name": "Nota Adhesiva2",
"type": "n8n-nodes-base.stickyNote",
"position": [
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"parameters": {
"content": ""
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{
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"parameters": {
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{
"id": "2956115b-ab54-4a0c-87a5-e044ddf794cb",
"name": "Nota Adhesiva4",
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"parameters": {
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},
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},
{
"id": "72347731-4611-49b6-865b-84d01789f528",
"name": "Configurar Correos de Prueba",
"type": "n8n-nodes-base.set",
"position": [
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],
"parameters": {},
"typeVersion": 3.4
},
{
"id": "b142e9ea-6fe3-447b-a7b5-843d5ef40e59",
"name": "Generar Código de Aseguradora",
"type": "n8n-nodes-base.code",
"position": [
-3264,
256
],
"parameters": {},
"typeVersion": 2
},
{
"id": "2c4dc0e0-baf9-41c5-82c9-9f19cb269289",
"name": "Editar Campos (Salida)",
"type": "n8n-nodes-base.set",
"position": [
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256
],
"parameters": {},
"typeVersion": 3.4
},
{
"id": "d85e4a0f-232e-4086-bb26-e038e69bc0fe",
"name": "Instrucciones",
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},
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},
{
"id": "4d1bf008-de57-42c0-a36d-9f8e939579c3",
"name": "Generar Código de Aseguradora (Producción)",
"type": "n8n-nodes-base.code",
"position": [
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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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"name": "Generar Código de Selección de Aseguradora",
"type": "n8n-nodes-base.code",
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"parameters": {},
"typeVersion": 2
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{
"id": "bf55a1d7-90da-4142-944a-aeb381c391f4",
"name": "Editar Campos (Salida)2",
"type": "n8n-nodes-base.set",
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{
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],
"pinData": {},
"connections": {
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"6cb05530-29ec-483d-b59d-575885a07308": {
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"6fee2040-0051-448e-be8a-ff9e66583c02": {
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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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}
}Preguntas frecuentes
¿Cómo usar este flujo de trabajo?
Copie el código de configuración JSON de arriba, cree un nuevo flujo de trabajo en su instancia de n8n y seleccione "Importar desde JSON", pegue la configuración y luego modifique la configuración de credenciales según sea necesario.
¿En qué escenarios es adecuado este flujo de trabajo?
Avanzado - Extracción de documentos
¿Es de pago?
Este flujo de trabajo es completamente gratuito, puede importarlo y usarlo directamente. Sin embargo, tenga en cuenta que los servicios de terceros utilizados en el flujo de trabajo (como la API de OpenAI) pueden requerir un pago por su cuenta.
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Nivel de dificultad
Avanzado
Número de nodos37
Categoría1
Tipos de nodos13
Descripción de la dificultad
Autor
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
Enlaces externos
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