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

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": [
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        368
      ],
      "parameters": {},
      "typeVersion": 3.4
    },
    {
      "id": "a72ece43-d519-40e5-bdb1-f91b57e4f586",
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      "type": "n8n-nodes-base.set",
      "position": [
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      ],
      "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": {
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}
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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20 ノードAnir Agram
リードナーチャリング
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
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上級者向け、16ノード以上の複雑なワークフロー

作成者
David Olusola

David Olusola

@dae221

I 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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