Track insurance renewals and claims with WhatsApp, Google Sheets, and OpenAI GPT-4o-mini

by Rahul Joshi ✓ · 11 views · created 2026-10-01 · Ticket Management, AI Chatbot

What this workflow does

This AI workflow has 32 nodes and runs on a schedule (cron 0 10 * * *) (plus 1 other trigger). Along the way it connects Google Sheets, OpenAI and Google Drive.

How it runs

Trigger: On a schedule (cron 0 10 * * *) (plus 1 other trigger).

1. Config (Edit Fields (Set)): sets 15 fields: agent_name, agent_whatsapp, currency_symbol…
2. Inbound Message? (If): checks a condition and branches into true / false
3. Normalize Inbound (Code): runs custom JavaScript code
4. Read Policies (Google Sheets): uses Google Sheets
5. Read Policies (Inbound) (Google Sheets): uses Google Sheets
6. Read Claims (Google Sheets): uses Google Sheets
7. Read Claims (Inbound) (Google Sheets): uses Google Sheets
8. Plan Daily Actions (Code): runs custom JavaScript code
9. Match Customer (Code): runs custom JavaScript code
10. Route Action (Switch): routes items into 3 branches

…plus 20 more steps. See the full node list below.

Services it uses

Google SheetsOpenAIGoogle Drive

Before you upgrade to n8n 3.0

Nodes used (11)

• Schedule Triggern8n-nodes-base.scheduleTrigger
• Webhookn8n-nodes-base.webhook
• Edit Fields (Set)n8n-nodes-base.set
• Ifn8n-nodes-base.if
• Google Sheetsn8n-nodes-base.googleSheets
• Coden8n-nodes-base.code
• Switchn8n-nodes-base.switch
• HTTP Requestn8n-nodes-base.httpRequest
• Mergen8n-nodes-base.merge
• OpenAI@n8n/n8n-nodes-langchain.openAi
• Google Driven8n-nodes-base.googleDrive

From the author

Quick overview This workflow tracks insurance policy renewals and claim document collection using Google Sheets, automates outbound WhatsApp template reminders via WATI on a daily schedule, and handles inbound WhatsApp replies with OpenAI intent…

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