30% OFF
Claim offer
All templates

Insurance workflow automation for Google Form applications

Template: Insurance Workflow Automation: Route Google Form Applications

When someone applies through your Google Form, the application is sorted by age and cover type and the applicant gets the Gmail response that matches their case. Anything that matches no rule goes to a person for review instead of being dropped.

  • 6 steps
  • gini plan

Free to use. Sign in to add it to your canvas.

Google Form
Trigger on new form submission
Not configured
Route by age and coverfirst match
Under 70 → Inpatient/Maternity{{google_forms.rawAnswers.Age}} less than 70 +3
Under 70 → Outpatient{{google_forms.rawAnswers.Age}} less than 70 +3
70 and over → Inpatient{{google_forms.rawAnswers.Age}} greater than or equal 70 +3
Otherwise (age/policy mismatch or missing)fires if nothing else matches
Gmail
Read, filter & send emails
Gmail
Read, filter & send emails
Gmail
Read, filter & send emails
Gmail
Read, filter & send emails

Click a step to see its settings, or drag it to move it

Who it's for

Insurance agents and brokers who take applications through online forms.

How it works

The flow you get, exactly as it lands on your canvas.

  1. Google Forms TriggerStarts hereGoogle Forms

    Triggers when a new Google Form response is submitted. Works with ANY form: every question is exposed as a usable variable, referenced by its exact question title.

  2. Router

    Split the flow into multiple branches, each with its own condition.

  3. GmailGmail

    Read and send emails with advanced filtering

  4. GmailGmail

    Read and send emails with advanced filtering

  5. GmailGmail

    Read and send emails with advanced filtering

  6. GmailGmail

    Read and send emails with advanced filtering

Questions

How are applications sorted?
By rules on age and cover type, using a Router step you can edit.
What if an application fits no rule?
It goes to a person for review rather than being dropped.
What do I need to connect?
Google Forms and Gmail.

More templates

Browse all templates
BusinessAI Content Calendar: Google Sheets to X, LinkedIn & Facebook, Approved on WhatsAppPlan your posts in a Google Sheet and let it run while you are away. Every hour it checks the calendar: posts due in the next day are written for X, LinkedIn and Facebook in your brand voice (from a brand-guide Doc), and image posts are designed on your own pre-designed background, following a reference image from Google Drive. Each draft comes to your WhatsApp; reply "approve 12" and it posts at its time, or "post 12 now", "skip 12", "redo 12: shorter". Links to the live posts are written back to the sheet. Nothing is posted without your approval.
  • +12
BusinessAI Expense Tracker on WhatsApp + Google Sheets (No Code)Track every business expense from WhatsApp. Send a photo or PDF of a receipt, or type or say "paid 1,500 for lunch on M-Pesa", and AI logs the date, vendor, category, amount and how you paid in a Google Sheet. Receipt photos are saved to Google Drive and linked in the sheet. Every reply shows what you have spent this month, the same receipt sent twice is caught, you are warned when you pass your budget, you can ask "how much on fuel this month?", and on the 1st you get last month's report.
  • +12
BusinessExpense Approval Workflow: WhatsApp Receipts to Google SheetsSend a photo or PDF of a receipt on WhatsApp. AI reads the vendor, date, amount and category and adds it to your expense sheet. Small expenses are approved automatically; bigger ones wait for your approval, and approving marks them Approved in the sheet. You get a WhatsApp for every receipt.
  • +4
BusinessInvoice Reminder Email with an M-Pesa Payment PromptEvery weekday morning it reads who owes you from a Google Sheet, emails each person a friendly reminder, and sends an M-Pesa payment prompt to their phone. Pay, and their row is marked Paid and you get a WhatsApp with the receipt number; ignore it, and you get a WhatsApp telling you who to follow up. No code steps.
  • +6
BusinessWhatsApp Customer Support AI Team in English and SwahiliA lead AI agent answers your customers on WhatsApp, and hands the hard parts to two specialists: a Billing expert for prices, M-Pesa payments and invoices, and a Swahili writer who words replies naturally when a customer writes in Swahili or Sheng. The lead puts their answers together into one reply. It searches your own documents for facts, never invents prices, and the reply is retried if WhatsApp is busy.
  • +2
BusinessShopify Instagram Reels of Your Weekly Best-SellerEvery Friday it finds the product that sold the most in your Shopify store this week and turns its real product photo into an 8-second vertical video with music. The video is saved to your Google Drive, AI writes the Instagram Reel and Facebook captions, the posts wait for your one-tap approval, and the video lands on your WhatsApp. Your best-seller, promoted every week while it is hot.
  • +7