Skip to content
FlowHubFluxonLab
Email (SMTP)
Document AI & Extractionfree

Automate Commercial Insurance Submissions with Google Suite, PDF & Email

by David OlusolaUpdated Aug 2026
RequiresEmail (SMTP)Email (SMTP)Google SheetsGoogle SheetsGoogle DocsGoogle DocsGoogle DriveGoogle Drive
Share Post Share
IfCheck for ApplicationsCheck for Appli…SIProcess Each ApplicationProcess Each Ap…CoSelect Suitable CarriersSelect Suitable…SIProcess Each CarrierProcess Each Ca…CoGenerate Application PDFGenerate Applic…ESEmail to CarrierCoTrack SubmissionUpdate row in sheetUpdate row in s…CoCreate Process SummaryCreate Process …ESNotify BrokerMaWhen clicking 'Execute workflow'When clicking '…Get row(s) in sheetGet row(s) in s…Update a documentUpdate a docume…Download fileWaWaitCopy fileIfIfNONo OperationIfIf1MeMergeCoPre-process & Consolidate DataPre-process & C…SeSet Test EmailsCoGenerate Carrier CodeGenerate Carrie…SeEdit Fields (Output)Edit Fields (Ou…CoGenerate Carrier Code (Production)Generate Carrie…SeEdit Fields (Output)1Edit Fields (Ou…SeSet CarriersCoGenerate Carrier Selection CodeGenerate Carrie…SeEdit Fields (Output)2Edit Fields (Ou…12345678910111213141516171819202122
1/5
FLOWS
STEPS · 22
Run manually by an operator

On manual trigger, builds commercial insurance submission documents in Google Docs and Drive from Google Sheets data and emails them via SMTP.

Tags

manualadvancedEmail (SMTP)Google SheetsDocument Extractiondiscoveredpending-review
Connects
emailsmtpEmail (SMTP)sheetsGoogle SheetsgoogledocsGoogle DocsgoogledriveGoogle Drive
CategoryDocument AI & Extraction
Triggermanual
Complexityadvanced
Nodes29
AddedJun 27, 2026