Automate Actuarial Premium Adjustments and Claims Reporting with GPT-4, Gmail, and Slack

This n8n workflow automates the process of handling actuarial premium adjustment requests and claims reporting. It leverages AI (GPT-4) to process requests, communicates updates via Gmail, and reports critical information to Slack.

What it does

This workflow streamlines actuarial operations by:

1. Triggering on a schedule: The workflow is set to run periodically, checking for new tasks or updates.
2. Making an HTTP Request: It initiates an HTTP request, likely to fetch new data or trigger an external process related to premium adjustments or claims.
3. Processing data with an AI Agent (GPT-4): An AI Agent, configured with an OpenAI Chat Model and a Structured Output Parser, analyzes the data received from the HTTP request. It can also use a Calculator tool for actuarial computations. This step likely involves:
   • Understanding the nature of the request (premium adjustment or claims report).
   • Extracting relevant entities and figures.
   • Performing calculations if needed (e.g., premium recalculations).
   • Structuring the output for subsequent actions.
4. Editing Fields: The processed data is then transformed and refined using the "Edit Fields (Set)" node, ensuring it's in the correct format for reporting and communication.
5. Sending Email via Gmail: Based on the AI's analysis, the workflow sends an email through Gmail, potentially notifying relevant stakeholders about premium adjustments or claims statuses.
6. Posting to Slack: Critical information or summaries are posted to a designated Slack channel, providing real-time updates to the team.
7. Executing Custom Code: A "Code" node is included, allowing for custom JavaScript logic to be executed at a specific point in the workflow. This could be for advanced data manipulation, conditional logic, or integration with other systems.
8. Utilizing an AI Agent Tool: Another AI Agent Tool is present, suggesting the workflow might employ specialized AI capabilities or sub-agents for specific tasks within the actuarial process.

Prerequisites/Requirements

To use this workflow, you will need:

• n8n Instance: A running n8n instance.
• OpenAI API Key: For the "OpenAI Chat Model" and "AI Agent" nodes to function.
• Gmail Account: Configured as a credential in n8n for sending emails.
• Slack Account: Configured as a credential in n8n for posting messages.
• HTTP Endpoint: An API endpoint or URL that the "HTTP Request" node will interact with to fetch or send data.
• Basic JavaScript Knowledge (Optional): If you intend to modify or extend the "Code" node.

Setup/Usage

1. Import the workflow: Download the JSON provided and import it into your n8n instance.
2. Configure Credentials:
   • Set up your OpenAI API Key credential for the "OpenAI Chat Model" and "AI Agent" nodes.
   • Configure your Gmail OAuth or API credentials.
   • Configure your Slack API token or OAuth credentials.
3. Customize HTTP Request: Update the "HTTP Request" node with the correct URL, method, headers, and body to interact with your data source for premium adjustments or claims.
4. Adjust AI Agent: Review and adjust the prompts and configurations within the "AI Agent", "OpenAI Chat Model", and "Structured Output Parser" nodes to match your specific actuarial data and desired output.
5. Configure Gmail: Customize the "Gmail" node to specify recipients, subject lines, and email body content based on the data processed by the AI.
6. Configure Slack: Adjust the "Slack" node to select the channel and format the message content for team notifications.
7. Review Code Node: If the "Code" node contains placeholder or generic logic, update it with your specific JavaScript code for any custom data processing or business logic.
8. Activate the Schedule Trigger: Ensure the "Schedule Trigger" node is enabled and configured to run at your desired intervals (e.g., daily, hourly).
9. Test the workflow: Run the workflow manually to ensure all steps execute correctly and produce the expected output.