n8n

Build an n8n AI Agent That Logs Certificate of Insurance Requests

Build an AI agent in n8n for Harborview Insurance Group that turns clients’ certificate of insurance requests into one row per request in Google Sheets, with the certificate holder, the request in the client’s words and a check that sends endorsement requests to the account manager. Chat trigger, AI Agent, system prompt, model, memory and the Sheets tool.

  • Free
  • No sign-up
  • 72 steps
  • ~12 min
Start the free practiceStart practicingDo every step yourself in a practice copyHands-on, ~12 min, best on a computer