Google Workspace、PDF、メール自動化で商業保険提出
上級
これはDocument Extraction分野の自動化ワークフローで、37個のノードを含みます。主にIf, Set, Code, Wait, Mergeなどのノードを使用。 Googleスイート、PDF、メールを使用したビジネス保険申請プロセスの自動化
前提条件
- •Google Drive API認証情報
- •Google Sheets API認証情報
使用ノード (37)
カテゴリー
ワークフロープレビュー
ノード接続関係を可視化、ズームとパンをサポート
ワークフローをエクスポート
以下のJSON設定をn8nにインポートして、このワークフローを使用できます
{
"meta": {
"instanceId": "2000c64071c20843606b95c63795bb0797c41036047055a6586498e855b96efc"
},
"nodes": [
{
"id": "4a0511fb-0dd6-4fa8-a732-f1aa1a3f1a14",
"name": "申込の確認",
"type": "n8n-nodes-base.if",
"position": [
-2640,
-192
],
"parameters": {},
"typeVersion": 2
},
{
"id": "18981d5f-0f33-441f-a093-5627d2238cb0",
"name": "各申込の処理",
"type": "n8n-nodes-base.splitInBatches",
"position": [
-2416,
-192
],
"parameters": {},
"typeVersion": 3
},
{
"id": "6fee2040-0051-448e-be8a-ff9e66583c02",
"name": "適切な保険会社の選択",
"type": "n8n-nodes-base.code",
"position": [
-2192,
-192
],
"parameters": {},
"typeVersion": 2
},
{
"id": "a3692f24-dd9b-4b8e-a007-c7260e4a5b16",
"name": "各保険会社の処理",
"type": "n8n-nodes-base.splitInBatches",
"position": [
-1968,
-128
],
"parameters": {},
"typeVersion": 3
},
{
"id": "a34f4d1f-e271-40cd-8a03-e586de0e4527",
"name": "申込PDFの生成",
"type": "n8n-nodes-base.code",
"position": [
-1744,
-192
],
"parameters": {},
"typeVersion": 2
},
{
"id": "235c794c-2e34-40fc-bd4d-ed344076f7f7",
"name": "保険会社へのメール送信",
"type": "n8n-nodes-base.emailSend",
"position": [
-624,
-192
],
"webhookId": "0a799376-bd41-4d58-9268-39efa62747d0",
"parameters": {},
"typeVersion": 2
},
{
"id": "f4c58f70-8b3d-4842-a88e-96bcd87145ca",
"name": "申込状況の追跡",
"type": "n8n-nodes-base.code",
"position": [
-400,
-128
],
"parameters": {},
"typeVersion": 2
},
{
"id": "2286d1dc-7153-476b-8dd1-69f3efbeb1b1",
"name": "シートの行を更新",
"type": "n8n-nodes-base.googleSheets",
"position": [
48,
-80
],
"parameters": {},
"typeVersion": 4.6
},
{
"id": "6cb05530-29ec-483d-b59d-575885a07308",
"name": "プロセス概要の作成",
"type": "n8n-nodes-base.code",
"position": [
496,
-288
],
"parameters": {},
"typeVersion": 2
},
{
"id": "10b25819-11f4-4c4a-8cbd-989d2764788a",
"name": "ブローカーへの通知",
"type": "n8n-nodes-base.emailSend",
"position": [
944,
-384
],
"webhookId": "6f2cfd40-9582-4d8d-baa9-1d675dbdd816",
"parameters": {},
"typeVersion": 2
},
{
"id": "5baa0e1f-b4bb-47d0-85bc-c457a321590c",
"name": "'ワークフロー実行'クリック時",
"type": "n8n-nodes-base.manualTrigger",
"position": [
-3088,
-192
],
"parameters": {},
"typeVersion": 1
},
{
"id": "096f30a5-9a74-4edb-87ad-79cd7c77caa1",
"name": "シートの行を取得",
"type": "n8n-nodes-base.googleSheets",
"position": [
-2864,
-192
],
"parameters": {},
"typeVersion": 4.6
},
{
"id": "4d5e6962-935c-4ef8-970f-021251bcaf10",
"name": "ドキュメントを更新",
"type": "n8n-nodes-base.googleDocs",
"position": [
-1296,
-192
],
"parameters": {},
"typeVersion": 2
},
{
"id": "a0f16f91-2787-4713-87eb-4e188f37e269",
"name": "ファイルをダウンロード",
"type": "n8n-nodes-base.googleDrive",
"position": [
-1072,
-192
],
"parameters": {},
"typeVersion": 3
},
{
"id": "87913e50-ac95-45df-adc6-cc43c6bd0acf",
"name": "待機",
"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": "ファイルをコピー",
"type": "n8n-nodes-base.googleDrive",
"position": [
-1520,
-192
],
"parameters": {},
"typeVersion": 3
},
{
"id": "d9ec6ca2-bea0-4dd2-8f9d-9b45a39e061c",
"name": "条件分岐",
"type": "n8n-nodes-base.if",
"position": [
720,
-288
],
"parameters": {},
"typeVersion": 2.2
},
{
"id": "72b234b9-521a-4e0a-8932-b400212452f9",
"name": "何もしない",
"type": "n8n-nodes-base.noOp",
"position": [
944,
-192
],
"parameters": {},
"typeVersion": 1
},
{
"id": "59b85ab3-b40d-4b7e-be8b-bc7491eea701",
"name": "条件分岐1",
"type": "n8n-nodes-base.if",
"position": [
-176,
-128
],
"parameters": {},
"typeVersion": 2.2
},
{
"id": "cbfb611d-d427-4b13-ae02-e1bf54d4f832",
"name": "結合",
"type": "n8n-nodes-base.merge",
"position": [
48,
-288
],
"parameters": {},
"typeVersion": 3.2
},
{
"id": "f57e80f5-5607-408b-9714-98ffb5507506",
"name": "データの事前処理・統合",
"type": "n8n-nodes-base.code",
"position": [
272,
-288
],
"parameters": {},
"typeVersion": 2
},
{
"id": "bd71cbd2-8792-4123-bf32-3f476d9073a7",
"name": "付箋",
"type": "n8n-nodes-base.stickyNote",
"position": [
-3344,
-848
],
"parameters": {
"content": ""
},
"typeVersion": 1
},
{
"id": "5eff809c-4dc6-43be-845a-76598868fd89",
"name": "付箋1",
"type": "n8n-nodes-base.stickyNote",
"position": [
-2240,
-656
],
"parameters": {
"content": ""
},
"typeVersion": 1
},
{
"id": "3ab63024-80aa-4c59-9440-8b2f4921ca5d",
"name": "付箋2",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1584,
-608
],
"parameters": {
"content": ""
},
"typeVersion": 1
},
{
"id": "c1e17870-ed5f-4123-91b8-21b4f43c9f9b",
"name": "付箋3",
"type": "n8n-nodes-base.stickyNote",
"position": [
-640,
-736
],
"parameters": {
"content": ""
},
"typeVersion": 1
},
{
"id": "2956115b-ab54-4a0c-87a5-e044ddf794cb",
"name": "付箋4",
"type": "n8n-nodes-base.stickyNote",
"position": [
-48,
-768
],
"parameters": {
"content": ""
},
"typeVersion": 1
},
{
"id": "72347731-4611-49b6-865b-84d01789f528",
"name": "テストメールの設定",
"type": "n8n-nodes-base.set",
"position": [
-3456,
256
],
"parameters": {},
"typeVersion": 3.4
},
{
"id": "b142e9ea-6fe3-447b-a7b5-843d5ef40e59",
"name": "保険会社コードの生成",
"type": "n8n-nodes-base.code",
"position": [
-3264,
256
],
"parameters": {},
"typeVersion": 2
},
{
"id": "2c4dc0e0-baf9-41c5-82c9-9f19cb269289",
"name": "フィールド編集(出力)",
"type": "n8n-nodes-base.set",
"position": [
-3056,
256
],
"parameters": {},
"typeVersion": 3.4
},
{
"id": "d85e4a0f-232e-4086-bb26-e038e69bc0fe",
"name": "説明",
"type": "n8n-nodes-base.stickyNote",
"position": [
-3456,
64
],
"parameters": {
"content": ""
},
"typeVersion": 1
},
{
"id": "4d1bf008-de57-42c0-a36d-9f8e939579c3",
"name": "保険会社コードの生成(本番)",
"type": "n8n-nodes-base.code",
"position": [
-2640,
368
],
"parameters": {},
"typeVersion": 2
},
{
"id": "1614e086-3397-4635-8353-a12ee73070a2",
"name": "説明1",
"type": "n8n-nodes-base.stickyNote",
"position": [
-2672,
96
],
"parameters": {
"content": ""
},
"typeVersion": 1
},
{
"id": "f65cd9e2-7bd8-4cf4-9eca-9f9b46c485d9",
"name": "フィールド編集(出力)1",
"type": "n8n-nodes-base.set",
"position": [
-2432,
368
],
"parameters": {},
"typeVersion": 3.4
},
{
"id": "a72ece43-d519-40e5-bdb1-f91b57e4f586",
"name": "保険会社の設定",
"type": "n8n-nodes-base.set",
"position": [
-1744,
352
],
"parameters": {},
"typeVersion": 3.4
},
{
"id": "d81cebed-2d3a-41f1-ae96-09d5d8951f24",
"name": "保険会社選択コードの生成",
"type": "n8n-nodes-base.code",
"position": [
-1520,
352
],
"parameters": {},
"typeVersion": 2
},
{
"id": "bf55a1d7-90da-4142-944a-aeb381c391f4",
"name": "フィールド編集(出力)2",
"type": "n8n-nodes-base.set",
"position": [
-1312,
352
],
"parameters": {},
"typeVersion": 3.4
},
{
"id": "02034867-4755-433a-84b2-236164efa3c9",
"name": "説明2",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1168,
192
],
"parameters": {
"content": ""
},
"typeVersion": 1
}
],
"pinData": {},
"connections": {
"d9ec6ca2-bea0-4dd2-8f9d-9b45a39e061c": {
"main": [
[
{
"node": "10b25819-11f4-4c4a-8cbd-989d2764788a",
"type": "main",
"index": 0
}
],
[
{
"node": "72b234b9-521a-4e0a-8932-b400212452f9",
"type": "main",
"index": 0
}
]
]
},
"59b85ab3-b40d-4b7e-be8b-bc7491eea701": {
"main": [
[
{
"node": "2286d1dc-7153-476b-8dd1-69f3efbeb1b1",
"type": "main",
"index": 0
}
],
[
{
"node": "cbfb611d-d427-4b13-ae02-e1bf54d4f832",
"type": "main",
"index": 1
}
]
]
},
"87913e50-ac95-45df-adc6-cc43c6bd0acf": {
"main": [
[
{
"node": "235c794c-2e34-40fc-bd4d-ed344076f7f7",
"type": "main",
"index": 0
}
]
]
},
"cbfb611d-d427-4b13-ae02-e1bf54d4f832": {
"main": [
[
{
"node": "f57e80f5-5607-408b-9714-98ffb5507506",
"type": "main",
"index": 0
}
]
]
},
"b5bc3868-5abe-4b1e-bfdf-9d6bc646f764": {
"main": [
[
{
"node": "4d5e6962-935c-4ef8-970f-021251bcaf10",
"type": "main",
"index": 0
}
]
]
},
"a72ece43-d519-40e5-bdb1-f91b57e4f586": {
"main": [
[
{
"node": "d81cebed-2d3a-41f1-ae96-09d5d8951f24",
"type": "main",
"index": 0
}
]
]
},
"a0f16f91-2787-4713-87eb-4e188f37e269": {
"main": [
[
{
"node": "87913e50-ac95-45df-adc6-cc43c6bd0acf",
"type": "main",
"index": 0
}
]
]
},
"72347731-4611-49b6-865b-84d01789f528": {
"main": [
[
{
"node": "b142e9ea-6fe3-447b-a7b5-843d5ef40e59",
"type": "main",
"index": 0
}
]
]
},
"235c794c-2e34-40fc-bd4d-ed344076f7f7": {
"main": [
[
{
"node": "f4c58f70-8b3d-4842-a88e-96bcd87145ca",
"type": "main",
"index": 0
}
]
]
},
"f4c58f70-8b3d-4842-a88e-96bcd87145ca": {
"main": [
[
{
"node": "a3692f24-dd9b-4b8e-a007-c7260e4a5b16",
"type": "main",
"index": 0
},
{
"node": "59b85ab3-b40d-4b7e-be8b-bc7491eea701",
"type": "main",
"index": 0
}
]
]
},
"4d5e6962-935c-4ef8-970f-021251bcaf10": {
"main": [
[
{
"node": "a0f16f91-2787-4713-87eb-4e188f37e269",
"type": "main",
"index": 0
}
]
]
},
"096f30a5-9a74-4edb-87ad-79cd7c77caa1": {
"main": [
[
{
"node": "4a0511fb-0dd6-4fa8-a732-f1aa1a3f1a14",
"type": "main",
"index": 0
}
]
]
},
"2286d1dc-7153-476b-8dd1-69f3efbeb1b1": {
"main": [
[]
]
},
"a3692f24-dd9b-4b8e-a007-c7260e4a5b16": {
"main": [
[],
[
{
"node": "a34f4d1f-e271-40cd-8a03-e586de0e4527",
"type": "main",
"index": 0
}
]
]
},
"b142e9ea-6fe3-447b-a7b5-843d5ef40e59": {
"main": [
[
{
"node": "2c4dc0e0-baf9-41c5-82c9-9f19cb269289",
"type": "main",
"index": 0
}
]
]
},
"4a0511fb-0dd6-4fa8-a732-f1aa1a3f1a14": {
"main": [
[
{
"node": "18981d5f-0f33-441f-a093-5627d2238cb0",
"type": "main",
"index": 0
}
]
]
},
"6cb05530-29ec-483d-b59d-575885a07308": {
"main": [
[
{
"node": "d9ec6ca2-bea0-4dd2-8f9d-9b45a39e061c",
"type": "main",
"index": 0
}
]
]
},
"a34f4d1f-e271-40cd-8a03-e586de0e4527": {
"main": [
[
{
"node": "b5bc3868-5abe-4b1e-bfdf-9d6bc646f764",
"type": "main",
"index": 0
}
]
]
},
"18981d5f-0f33-441f-a093-5627d2238cb0": {
"main": [
[],
[
{
"node": "6fee2040-0051-448e-be8a-ff9e66583c02",
"type": "main",
"index": 0
}
]
]
},
"6fee2040-0051-448e-be8a-ff9e66583c02": {
"main": [
[
{
"node": "a3692f24-dd9b-4b8e-a007-c7260e4a5b16",
"type": "main",
"index": 0
},
{
"node": "cbfb611d-d427-4b13-ae02-e1bf54d4f832",
"type": "main",
"index": 0
}
]
]
},
"f57e80f5-5607-408b-9714-98ffb5507506": {
"main": [
[
{
"node": "6cb05530-29ec-483d-b59d-575885a07308",
"type": "main",
"index": 0
}
]
]
},
"d81cebed-2d3a-41f1-ae96-09d5d8951f24": {
"main": [
[
{
"node": "bf55a1d7-90da-4142-944a-aeb381c391f4",
"type": "main",
"index": 0
}
]
]
},
"5baa0e1f-b4bb-47d0-85bc-c457a321590c": {
"main": [
[
{
"node": "096f30a5-9a74-4edb-87ad-79cd7c77caa1",
"type": "main",
"index": 0
}
]
]
},
"4d1bf008-de57-42c0-a36d-9f8e939579c3": {
"main": [
[
{
"node": "f65cd9e2-7bd8-4cf4-9eca-9f9b46c485d9",
"type": "main",
"index": 0
}
]
]
}
}
}よくある質問
このワークフローの使い方は?
上記のJSON設定コードをコピーし、n8nインスタンスで新しいワークフローを作成して「JSONからインポート」を選択、設定を貼り付けて認証情報を必要に応じて変更してください。
このワークフローはどんな場面に適していますか?
上級 - 文書抽出
有料ですか?
このワークフローは完全無料です。ただし、ワークフローで使用するサードパーティサービス(OpenAI APIなど)は別途料金が発生する場合があります。
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ワークフロー情報
難易度
上級
ノード数37
カテゴリー1
ノードタイプ13
作成者
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
外部リンク
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