{"product_id":"insurance-renewal-claim-tracker-with-whatsapp-sheets-n8n-openai","title":"Insurance Renewal \u0026 Claim Tracker with WhatsApp, Sheets, n8n \u0026 OpenAI","description":"\u003ch3\u003eNever miss an insurance renewal—or a claim document again\u003c\/h3\u003e\n\u003cp\u003eThis n8n workflow automates your insurance renewal tracking and claim follow-ups with \u003cstrong\u003eGoogle Sheets\u003c\/strong\u003e, sends daily \u003cstrong\u003eWhatsApp reminders\u003c\/strong\u003e through \u003cstrong\u003eWATI\u003c\/strong\u003e, and handles inbound WhatsApp messages using \u003cstrong\u003eOpenAI (gpt-4o-mini)\u003c\/strong\u003e to classify intent, update records, and alert your agent.\u003c\/p\u003e\n\n\u003ch3\u003eWhat this workflow does\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003e\n\u003cstrong\u003eRuns on a schedule and via WhatsApp events:\u003c\/strong\u003e executes daily at \u003cstrong\u003e10:00 AM (Asia\/Kolkata)\u003c\/strong\u003e and also triggers on incoming WhatsApp events through a \u003cstrong\u003eWATI webhook\u003c\/strong\u003e.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eDaily policy \u0026amp; claim checks:\u003c\/strong\u003e reads \u003cstrong\u003ePolicies\u003c\/strong\u003e and \u003cstrong\u003eClaims\u003c\/strong\u003e from \u003cstrong\u003eGoogle Sheets\u003c\/strong\u003e, calculates which customers need \u003cstrong\u003erenewal reminders\u003c\/strong\u003e, \u003cstrong\u003eclaim document chaser\u003c\/strong\u003e messages, and a \u003cstrong\u003edaily digest\u003c\/strong\u003e for the agent.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eSends WhatsApp template messages:\u003c\/strong\u003e dispatches the correct WATI WhatsApp template (renewal reminder, documents pending reminder, and agent digest) for each planned action.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eWrites back to Sheets:\u003c\/strong\u003e records reminder stages and timestamps on Policies and updates the last chase timestamp on Claims.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eProcesses inbound customer replies:\u003c\/strong\u003e normalizes the \u003cstrong\u003eWATI payload\u003c\/strong\u003e, matches the sender to the correct Sheets record, then uses \u003cstrong\u003eOpenAI (gpt-4o-mini)\u003c\/strong\u003e to classify intent and draft a contextual reply.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eHandles document media:\u003c\/strong\u003e if a customer sends media, downloads the file from WATI, uploads it to \u003cstrong\u003eGoogle Drive\u003c\/strong\u003e, and updates the claim entry with received document status and Drive links.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eAgent alerts when needed:\u003c\/strong\u003e sends an additional WATI template alert to the agent when required.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eUse cases\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003eAutomate \u003cstrong\u003einsurance renewal outreach\u003c\/strong\u003e to customers based on dates stored in Google Sheets.\u003c\/li\u003e\n  \u003cli\u003eChase \u003cstrong\u003epending claim documents\u003c\/strong\u003e and track follow-up timestamps automatically.\u003c\/li\u003e\n  \u003cli\u003eRespond to WhatsApp replies intelligently using \u003cstrong\u003eOpenAI intent classification\u003c\/strong\u003e and keep claim history updated in Sheets.\u003c\/li\u003e\n  \u003cli\u003eStore received claim documents in \u003cstrong\u003eGoogle Drive\u003c\/strong\u003e and link them back to the claim record.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eTechnical details\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003e\n\u003cstrong\u003en8n nodes\/logic:\u003c\/strong\u003e if, set, code, merge, switch, webhook\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eIntegrations:\u003c\/strong\u003e WATI (HTTP Header Auth token), Google Sheets (OAuth2), Google Drive\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eAI:\u003c\/strong\u003e OpenAI \u003cstrong\u003egpt-4o-mini\u003c\/strong\u003e for inbound intent classification and contextual reply drafting\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eOperations:\u003c\/strong\u003e scheduled run at 10:00 AM (Asia\/Kolkata) + WATI webhook trigger for inbound WhatsApp events\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003cp\u003e\u003cstrong\u003eSetup note:\u003c\/strong\u003e add credentials for \u003cstrong\u003eWATI\u003c\/strong\u003e and \u003cstrong\u003eGoogle Sheets OAuth2\u003c\/strong\u003e to connect your workflow.\u003c\/p\u003e","brand":"N8N Commerce","offers":[{"title":"Default Title","offer_id":46146238316723,"sku":"N8N-20273","price":57.99,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0749\/6279\/6723\/files\/4wjsrbznOOLWt0KEdpSBM_EFOYzBTw.png?v=1790845372","url":"https:\/\/buyflowscripts.com\/products\/insurance-renewal-claim-tracker-with-whatsapp-sheets-n8n-openai","provider":"N8N Commerce","version":"1.0","type":"link"}