Automated Application Processing and Carrier Selection Workflow

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This n8n workflow automates the process of handling applications, selecting suitable carriers, generating PDFs, and communicating with carriers and brokers, making it ideal for logistics, insurance, or transportation companies. It begins with a manual trigger, checks for new applications, processes each application and carrier batch, and generates necessary documents and notifications. Key nodes include conditional logic for application assessment, batch processing of applications and carriers, PDF generation, and email communication. The workflow also integrates with Google Sheets for data management, Google Drive for document handling, and Google Docs for document updates. The automation streamlines complex multi-step processes, reducing manual effort and ensuring timely communication, suitable for scenarios where applications and carrier selections are frequent and need to be managed efficiently.

Node Count

>20 Nodes

Nodes Used

code, emailSend, googleDocs, googleDrive, googleSheets, if, manualTrigger, merge, noOp, set, splitInBatches, stickyNote, wait

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