Automate vehicle insurance claim approvals with OpenAI, OCR and PDF API Hub
This workflow automates the full lifecycle of a vehicle insurance claim — from an incoming Gmail email to a signed, watermarked PDF decision letter delivered back to the claimant. It monitors Gmail for emails with a P...
Template notes
This workflow automates the full lifecycle of a vehicle insurance claim — from an incoming Gmail email to a signed, watermarked PDF decision letter delivered back to the claimant.
It monitors Gmail for emails with a PDF claim attachment, deduplicates them against a Google Sheet, parses the claim PDF using PDF API Hub's OCR, evaluates the claim with OpenAI GPT-4o-mini (or a built-in mock evaluator for testing), and routes it to one of three paths:
- Approved — generates a signed approval letter, stamps it APPROVED, uploads to Google Drive, and emails the claimant - Rejected — generates a rejection letter, stamps it REJECTED, uploads to Google Drive, and emails the claimant - Manual Review — notifies your claims adjuster by email for human review
Every claim is logged and tracked in a Google Sheet.
What you need
- Gmail OAuth2 — to monitor the claims inbox and send decision emails - Google Sheets OAuth2 — for claim logging and duplicate detection - Google Drive OAuth2 — to store processed claim PDFs - OpenAI API key — only required when aimode is set to openai - PDF API Hub API key — get one free at [pdfapihub.com](https://pdfapihub.com) (30 free API calls)
Setup
Google Sheets