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Insurance & Claims · n8n, OpenAI, Gmail, Google Sheets, Drive

AI Claims Triage Engine

Triaged — Every claim read, extracted & color-flagged on arrival

A company whose product is processing auto glass insurance claims for multiple client programs was hitting two ceilings: daily volume was limited by how fast people could read, and every new client program meant rebuilding the intake from scratch. Claims arrived as unstructured email — insurance PDFs in varying formats, invoices, damage photos — and each one needed a person to open it, extract the policy number, VIN, deductible, coverage and repair costs, and judge whether it was complete before anything could happen. We built an engine where each client program has its own watched Gmail mailbox; the moment a claim lands, an OpenAI-powered n8n workflow reads every attachment (including multi-page PDFs and photos), extracts the key fields, and classifies the claim green (complete & valid), yellow (needs review), or red (missing critical data) against that client's rules held in a config sheet — naming exactly which fields are missing. A structured report goes to the right recipient and every document and extraction is stored permanently, isolated per client and retrievable per claim. The AI triages; the team decides — it never approves or denies a claim. Onboarding a new client program is a mailbox plus a config row, not a new build. Runs entirely in the client's own accounts.

Built with: n8n, OpenAI, Gmail, Google Sheets, Drive