{ "name": "Case 75 - Insurance Agency Owner Multi-Location Quality Control", "nodes": [ { "parameters": { "rule": { "interval": [ { "field": "months" } ] } }, "type": "n8n-nodes-base.scheduleTrigger", "typeVersion": 1.2, "position": [ -912, -176 ], "id": "f8cf961b-7122-4a64-b81b-de135d0ecab4", "name": "Monthly Schedule - 1st of Month" }, { "parameters": { "actorId": { "__rl": true, "value": "Xb8osYTtOjlsgI6k9", "mode": "id", "cachedResultName": "Google Maps Scraper" }, "customBody": "{\n \"language\": \"en\",\n \"maxReviews\": 100,\n \"personalData\": true,\n \"startUrls\": [\n {\n \"url\": \"https://www.google.com/maps/place/John+Gewartowski+-+State+Farm+Insurance+Agent/@40.2087901,-75.2998149,17z/data=!4m16!1m9!3m8!1s0x89c6a3ecf2f0c249:0xc5ec45c1ba49c2f0!2sJohn+Gewartowski+-+State+Farm+Insurance+Agent!8m2!3d40.208786!4d-75.29724!9m1!1b1!16s%2Fg%2F11q4c67kbx!3m5!1s0x89c6a3ecf2f0c249:0xc5ec45c1ba49c2f0!8m2!3d40.208786!4d-75.29724!16s%2Fg%2F11q4c67kbx?entry=ttu&g_ep=EgoyMDI1MTIwOS4wIKXMDSoASAFQAw%3D%3D\"\n }\n ],\n \"reviewsSort\": \"newest\",\n \"reviewsOrigin\": \"all\"\n}" }, "type": "@apify/n8n-nodes-apify.apify", "typeVersion": 1, "position": [ -720, -176 ], "id": "32b7b02f-6dda-4c6b-ba2a-774bd0bb96e4", "name": "Scrape Agency Reviews", "credentials": { "apifyApi": { "id": "w5S6YBbbyUddEfQA", "name": "Apify account" } } }, { "parameters": { "resource": "Datasets", "datasetId": "={{ $json.defaultDatasetId }}", "limit": 100 }, "type": "@apify/n8n-nodes-apify.apify", "typeVersion": 1, "position": [ -528, -176 ], "id": "3bce8054-779a-4d43-8f6b-d2336f8ad2b7", "name": "Get Dataset Items", "credentials": { "apifyApi": { "id": "w5S6YBbbyUddEfQA", "name": "Apify account" } } }, { "parameters": { "jsCode": "// Filter out reviews without meaningful text\nconst items = $input.all();\nconst validItems = [];\n\nitems.forEach((item, index) => {\n const text = item.json.text || item.json.textTranslated || '';\n \n // Skip if text is empty or too short\n if (text.trim().length < 10) {\n console.log(`Skipping item ${index}: Empty or too short review text`);\n return;\n }\n \n validItems.push(item);\n});\n\nconsole.log(`Filtered: ${items.length} total → ${validItems.length} valid reviews with text`);\n\nreturn validItems;" }, "type": "n8n-nodes-base.code", "typeVersion": 2, "position": [ -336, -176 ], "id": "fb95dc98-755b-4e59-a535-8bb96306a23b", "name": "Validate Review Text" }, { "parameters": { "modelId": { "__rl": true, "value": "gpt-4o", "mode": "list", "cachedResultName": "GPT-4o" }, "responses": { "values": [ { "role": "system", "content": "You are an Insurance Operations Analyst. Analyze customer reviews about insurance agency experience. Identify both positive aspects and areas for improvement.\n\nReturn ONLY this exact JSON format with NO other text:\n\n{\n \"feedback_category\": \"Claim Handling Speed|Agent Knowledge|Policy Explanation Clarity|Premium Competitiveness|Responsiveness|Renewal Process|Other\",\n \"sentiment\": \"positive|negative|neutral|mixed\",\n \"actionability\": \"Agent Recognition|Training Need|Claims Process Review|Pricing Review|Communication Improvement|Retention Risk|Competitive Intelligence|No Action Needed\",\n \"agent_mention\": \"agent name if mentioned, or empty string\",\n \"key_feedback\": \"specific observation from review\",\n \"key_quote\": \"most important sentence from review\"\n}\n\nCATEGORIES:\n\nClaim Handling Speed = Claims processing time, adjuster responsiveness, settlement speed\nKeywords: claim, filed claim, adjuster, settlement, payout, claim denied, claim approved quickly\nExample: \"Claim was processed in 3 days, incredibly fast\" → Claim Handling Speed\n\nAgent Knowledge = Agent expertise on coverage, policy recommendations, industry knowledge\nKeywords: agent explained, knowledgeable, expert, didn't understand, confused about coverage\nExample: \"Agent Tom really understands business insurance\" → Agent Knowledge\n\nPolicy Explanation Clarity = How well coverage is explained, policy details communicated\nKeywords: explained policy, clear coverage, confusing, understood my needs, transparent\nExample: \"Sarah explained every detail of my homeowners policy\" → Policy Explanation Clarity\n\nPremium Competitiveness = Rate comparisons, pricing satisfaction, value for money\nKeywords: expensive, great rate, shopped around, found cheaper, competitive pricing\nExample: \"Found same coverage $200 cheaper elsewhere\" → Premium Competitiveness\n\nResponsiveness = Callback speed, email replies, availability, accessibility\nKeywords: always available, never answers, quick response, took days to respond\nExample: \"Agent always returns calls within an hour\" → Responsiveness\n\nRenewal Process = Renewal experience, rate increases, policy changes at renewal\nKeywords: renewal, rate went up, easy renewal, automatic renewal, renewal quote\nExample: \"Renewal rate increased 40% with no claims\" → Renewal Process\n\nOther = Everything else\n\nSENTIMENT:\n- positive: Praise, satisfaction, appreciation\n- negative: Complaints, dissatisfaction, problems\n- neutral: Factual observations, no strong opinion\n- mixed: Both positive and negative elements\n\nACTIONABILITY:\n- Agent Recognition: Positive agent performance for awards\n- Training Need: Knowledge gaps, service issues\n- Claims Process Review: Claim handling complaints\n- Pricing Review: Rate competitiveness issues\n- Communication Improvement: Response time problems\n- Retention Risk: Customer considering leaving\n- Competitive Intelligence: Comparing to other insurers\n- No Action Needed: General observation\n\nAGENT_MENTION:\n- Extract agent names if mentioned (Tom, Sarah, Mike, etc.)\n- Leave empty if no agent named\n- Extract first name only\n\nReturn ONLY the JSON. No explanation. Start with { and end with }" }, { "content": "=Analyze this insurance agency review:\n\nAgency: {{ $json.title }}\nCustomer: {{ $json.name }}\nRating: {{ $json.stars }} stars\nDate: {{ $json.publishedAtDate }}\nReview: {{ $json.text }}\n\nReturn only JSON." } ] }, "builtInTools": {}, "options": { "maxTokens": 500, "temperature": 0 } }, "type": "@n8n/n8n-nodes-langchain.openAi", "typeVersion": 2.1, "position": [ -144, -176 ], "id": "3b3d5a4b-0baa-4b0a-ab59-a47a1a138ba3", "name": "AI: Analyze Agency Feedback", "credentials": { "openAiApi": { "id": "ICwxUBbatsF2sDvy", "name": "OpenAi account" } } }, { "parameters": { "jsCode": "// ENHANCED PARSER WITH VALIDATION\nconst items = [];\nconst input = $input.all();\n\nfunction extractJSON(text) {\n const jsonMatch = text.match(/\\{[\\s\\S]*\\}/);\n if (!jsonMatch) return null;\n return jsonMatch[0];\n}\n\ninput.forEach((item, index) => {\n try {\n let aiText = item.json.output[0].content[0].text || '';\n \n // Clean markdown and extra text\n aiText = aiText\n .replace(/```json/gi, '')\n .replace(/```/g, '')\n .trim();\n \n // Extract JSON\n const jsonStr = extractJSON(aiText);\n \n if (!jsonStr) {\n throw new Error('No JSON found in response');\n }\n \n // Parse\n const parsed = JSON.parse(jsonStr);\n \n // Validate required fields\n if (!parsed.feedback_category || !parsed.sentiment || !parsed.actionability) {\n throw new Error('Missing required fields');\n }\n \n items.push({ json: parsed });\n \n } catch (error) {\n console.error(`Parse error for item ${index}:`, error.message);\n \n items.push({\n json: {\n feedback_category: 'Other',\n sentiment: 'neutral',\n actionability: 'No Action Needed',\n agent_mention: '',\n key_feedback: 'Parse error',\n key_quote: ''\n }\n });\n }\n});\n\nreturn items;" }, "type": "n8n-nodes-base.code", "typeVersion": 2, "position": [ 192, -176 ], "id": "079f98ef-a019-4047-8a67-5e939e4e59d1", "name": "Parse AI Response" }, { "parameters": { "assignments": { "assignments": [ { "id": "cat", "name": "feedback_category", "value": "={{ $json.feedback_category }}", "type": "string" }, { "id": "sent", "name": "sentiment", "value": "={{ $json.sentiment }}", "type": "string" }, { "id": "action", "name": "actionability", "value": "={{ $json.actionability }}", "type": "string" }, { "id": "agent", "name": "agent_mention", "value": "={{ $json.agent_mention }}", "type": "string" }, { "id": "feedback", "name": "key_feedback", "value": "={{ $json.key_feedback && $json.key_feedback.includes('Parse error') ? 'Not sufficient data available' : $json.key_feedback }}", "type": "string" }, { "id": "quote", "name": "key_quote", "value": "={{ $json.key_quote && $json.key_quote !== '' ? $json.key_quote : 'No quote available' }}", "type": "string" }, { "id": "date", "name": "review_date", "value": "={{ $('Validate Review Text').item.json.publishedAtDate }}", "type": "string" }, { "id": "customer", "name": "customer_name", "value": "={{ $('Validate Review Text').item.json.name }}", "type": "string" }, { "id": "rating", "name": "star_rating", "value": "={{ $('Validate Review Text').item.json.stars }}", "type": "number" }, { "id": "text", "name": "review_text", "value": "={{ $('Validate Review Text').item.json.textTranslated || $('Validate Review Text').item.json.text }}", "type": "string" }, { "id": "url", "name": "review_url", "value": "={{ $('Validate Review Text').item.json.reviewUrl }}", "type": "string" }, { "id": "agency", "name": "agency_location", "value": "={{ $('Validate Review Text').item.json.address }}", "type": "string" } ] }, "options": {} }, "type": "n8n-nodes-base.set", "typeVersion": 3.4, "position": [ 400, -176 ], "id": "106a4d6b-90f5-4f07-b04e-8f0e05bf0a95", "name": "Edit Fields" }, { "parameters": { "operation": "append", "documentId": { "__rl": true, "value": "1cHL2h5Yt_QMohUE9n9eH2mocVyPLtJmeJe7thmFF4BM", "mode": "list", "cachedResultName": "Case 75 - Insurance sheet Log", "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1cHL2h5Yt_QMohUE9n9eH2mocVyPLtJmeJe7thmFF4BM/edit?usp=drivesdk" }, "sheetName": { "__rl": true, "value": "gid=0", "mode": "list", "cachedResultName": "Sheet1", "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1cHL2h5Yt_QMohUE9n9eH2mocVyPLtJmeJe7thmFF4BM/edit#gid=0" }, "columns": { "mappingMode": "defineBelow", "value": { "Review_Date": "={{ $json.review_date }}", "Customer_Name": "={{ $json.customer_name }}", "Star_Rating": "={{ $json.star_rating }}", "Review_Text": "={{ $json.review_text }}", "Feedback_Category": "={{ $json.feedback_category }}", "Sentiment": "={{ $json.sentiment }}", "Actionability": "={{ $json.actionability }}", "Agent_Mention": "={{ $json.agent_mention }}", "Key_Feedback": "={{ $json.key_feedback }}", "Key_Quote": "={{ $json.key_quote }}", "Review_URL": "={{ $json.review_url }}" }, "matchingColumns": [], "schema": [ { "id": "Review_Date", "displayName": "Review_Date", "required": false, "defaultMatch": false, "display": true, "type": "string", "canBeUsedToMatch": true }, { "id": "Customer_Name", "displayName": "Customer_Name", "required": false, "defaultMatch": false, "display": true, "type": "string", "canBeUsedToMatch": true }, { "id": "Star_Rating", "displayName": "Star_Rating", "required": false, "defaultMatch": false, "display": true, "type": "string", "canBeUsedToMatch": true }, { "id": "Review_Text", "displayName": "Review_Text", "required": false, "defaultMatch": false, "display": true, "type": "string", "canBeUsedToMatch": true }, { "id": "Feedback_Category", "displayName": "Feedback_Category", "required": false, "defaultMatch": false, "display": true, "type": "string", "canBeUsedToMatch": true }, { "id": "Sentiment", "displayName": "Sentiment", "required": false, "defaultMatch": false, "display": true, "type": "string", "canBeUsedToMatch": true }, { "id": "Actionability", "displayName": "Actionability", "required": false, "defaultMatch": false, "display": true, "type": "string", "canBeUsedToMatch": true }, { "id": "Agent_Mention", "displayName": "Agent_Mention", "required": false, "defaultMatch": false, "display": true, "type": "string", "canBeUsedToMatch": true }, { "id": "Key_Feedback", "displayName": "Key_Feedback", "required": false, "defaultMatch": false, "display": true, "type": "string", "canBeUsedToMatch": true }, { "id": "Key_Quote", "displayName": "Key_Quote", "required": false, "defaultMatch": false, "display": true, "type": "string", "canBeUsedToMatch": true }, { "id": "Review_URL", "displayName": "Review_URL", "required": false, "defaultMatch": false, "display": true, "type": "string", "canBeUsedToMatch": true } ], "attemptToConvertTypes": false, "convertFieldsToString": false }, "options": {} }, "type": "n8n-nodes-base.googleSheets", "typeVersion": 4.5, "position": [ 592, -176 ], "id": "2f3de1c1-950b-4834-876b-ca9f61850e02", "name": "Log to Google Sheet", "credentials": { "googleSheetsOAuth2Api": { "id": "LOs2dbk9lby0NfDM", "name": "Google Sheets account" } } }, { "parameters": { "jsCode": "const items = $('Edit Fields').all();\n\nif (items.length === 0) {\n return [{ json: { total_reviews: 0, avg_rating: 0, category_breakdown: {}, sentiment_breakdown: {}, actionability_breakdown: {}, agent_performance: {}, retention_risk_count: 0, competitive_mentions: 0, top_positive: [], top_negative: [], agency_location: 'Unknown' } }];\n}\n\nconst categoryCount = {};\nconst sentimentCount = {};\nconst actionabilityCount = {};\nconst agentCount = {};\nconst positiveItems = [];\nconst negativeItems = [];\nlet totalRating = 0;\nlet retentionRiskCount = 0;\nlet competitiveMentions = 0;\nconst agency_location = items[0].json.agency_location || 'Unknown';\n\nitems.forEach(item => {\n const data = item.json;\n const category = data.feedback_category || 'Other';\n categoryCount[category] = (categoryCount[category] || 0) + 1;\n const sentiment = data.sentiment || 'neutral';\n sentimentCount[sentiment] = (sentimentCount[sentiment] || 0) + 1;\n const action = data.actionability || 'No Action Needed';\n actionabilityCount[action] = (actionabilityCount[action] || 0) + 1;\n \n // Track agent mentions\n if (data.agent_mention && data.agent_mention.trim() !== '') {\n const agentName = data.agent_mention.trim();\n if (!agentCount[agentName]) {\n agentCount[agentName] = { positive: 0, negative: 0, total: 0 };\n }\n agentCount[agentName].total += 1;\n if (sentiment === 'positive') {\n agentCount[agentName].positive += 1;\n } else if (sentiment === 'negative') {\n agentCount[agentName].negative += 1;\n }\n }\n \n // Track retention risk\n if (action === 'Retention Risk') {\n retentionRiskCount += 1;\n }\n \n // Track competitive intelligence\n if (action === 'Competitive Intelligence') {\n competitiveMentions += 1;\n }\n \n totalRating += data.star_rating || 0;\n \n const feedbackItem = {\n feedback: data.key_feedback || '',\n quote: data.key_quote || '',\n customer: data.customer_name || 'Anonymous',\n date: data.review_date || '',\n rating: data.star_rating || 0,\n url: data.review_url || '',\n category: category,\n actionability: action,\n agent: data.agent_mention || ''\n };\n \n if (sentiment === 'positive') {\n positiveItems.push(feedbackItem);\n } else if (sentiment === 'negative') {\n negativeItems.push(feedbackItem);\n }\n});\n\n// Sort by rating\npositiveItems.sort((a, b) => b.rating - a.rating);\nnegativeItems.sort((a, b) => a.rating - b.rating);\n\nconst topPositive = positiveItems.slice(0, 5);\nconst topNegative = negativeItems.slice(0, 5);\nconst avgRating = items.length > 0 ? (totalRating / items.length).toFixed(2) : 0;\n\n// Convert agent object to sorted array\nconst agentArray = Object.keys(agentCount).map(name => ({\n name: name,\n positive: agentCount[name].positive,\n negative: agentCount[name].negative,\n total: agentCount[name].total,\n net_score: agentCount[name].positive - agentCount[name].negative\n})).sort((a, b) => b.net_score - a.net_score);\n\nreturn [{ json: { total_reviews: items.length, avg_rating: avgRating, category_breakdown: categoryCount, sentiment_breakdown: sentimentCount, actionability_breakdown: actionabilityCount, agent_performance: agentArray, retention_risk_count: retentionRiskCount, competitive_mentions: competitiveMentions, top_positive: topPositive, top_negative: topNegative, agency_location: agency_location } }];" }, "type": "n8n-nodes-base.code", "typeVersion": 2, "position": [ 784, -176 ], "id": "31ac27a6-2aec-449e-9549-16519358d26c", "name": "Aggregate Agency Performance" }, { "parameters": { "sendTo": "agencyowner@insurance.com", "subject": "=Monthly Agency Performance Report - {{ $json.agency_location }}", "emailType": "text", "message": "==MONTHLY INSURANCE AGENCY PERFORMANCE REPORT\n================================================\nAgency: {{ $json.agency_location }}\nDate: {{ new Date().toLocaleDateString() }}\n\nOVERVIEW:\nTotal Reviews: {{ $json.total_reviews }}\nAverage Rating: {{ $json.avg_rating }}/5.0 stars\n\nFEEDBACK CATEGORIES:\n{{ Object.keys($json.category_breakdown).map(cat => cat + ': ' + $json.category_breakdown[cat]).join('\\n') }}\n\nSENTIMENT:\nPositive: {{ $json.sentiment_breakdown.positive || 0 }}\nNegative: {{ $json.sentiment_breakdown.negative || 0 }}\nNeutral: {{ $json.sentiment_breakdown.neutral || 0 }}\n\nCRITICAL ALERTS:\nRetention Risk: {{ $json.retention_risk_count }} customers at risk\nCompetitive Mentions: {{ $json.competitive_mentions }}\n\nAGENT PERFORMANCE - TOP 5:\n{{ $json.agent_performance.slice(0, 5).map((agent, i) => (i+1) + '. ' + agent.name + ' (' + agent.positive + ' positive, ' + agent.negative + ' negative) Net: ' + agent.net_score).join('\\n') }}\n\nTOP 5 POSITIVE:\n{{ $json.top_positive.map((item, i) => (i+1) + '. [' + item.category + '] ' + item.rating + ' stars - Agent: ' + item.agent + '\\n ' + item.feedback + '\\n Quote: ' + item.quote).join('\\n\\n') }}\n\nTOP 5 NEGATIVE:\n{{ $json.top_negative.map((item, i) => (i+1) + '. [' + item.category + '] ' + item.rating + ' stars - Agent: ' + item.agent + '\\n ' + item.feedback + '\\n Quote: ' + item.quote).join('\\n\\n') }}\n\nACTIONS NEEDED:\nAgent Recognition: {{ $json.actionability_breakdown['Agent Recognition'] || 0 }}\nTraining Needs: {{ $json.actionability_breakdown['Training Need'] || 0 }}\nClaims Review: {{ $json.actionability_breakdown['Claims Process Review'] || 0 }}\nPricing Review: {{ $json.actionability_breakdown['Pricing Review'] || 0 }}\nCommunication Issues: {{ $json.actionability_breakdown['Communication Improvement'] || 0 }}\n\nIMMEDIATE FOLLOW-UP:\n- Call retention risk customers: {{ $json.retention_risk_count }}\n- Process agent bonuses for top performers\n- Schedule training for underperformers\n- Review competitive pricing\n\nFull details in Google Sheets.\n\nGenerated: {{ new Date().toLocaleDateString() }}", "options": {} }, "type": "n8n-nodes-base.gmail", "typeVersion": 2.1, "position": [ 976, -176 ], "id": "f526acf5-f26c-4f39-935c-ca8bdf70f3c3", "name": "Send Monthly Performance Report", "webhookId": "135bcdbe-5327-417e-aa1c-1d19e72df03f", "credentials": { "gmailOAuth2": { "id": "cyqCGWcggZNMcSOv", "name": "Gmail account" } } } ], "pinData": {}, "connections": { "Monthly Schedule - 1st of Month": { "main": [ [ { "node": "Scrape Agency Reviews", "type": "main", "index": 0 } ] ] }, "Scrape Agency Reviews": { "main": [ [ { "node": "Get Dataset Items", "type": "main", "index": 0 } ] ] }, "Get Dataset Items": { "main": [ [ { "node": "Validate Review Text", "type": "main", "index": 0 } ] ] }, "Validate Review Text": { "main": [ [ { "node": "AI: Analyze Agency Feedback", "type": "main", "index": 0 } ] ] }, "AI: Analyze Agency Feedback": { "main": [ [ { "node": "Parse AI Response", "type": "main", "index": 0 } ] ] }, "Parse AI Response": { "main": [ [ { "node": "Edit Fields", "type": "main", "index": 0 } ] ] }, "Edit Fields": { "main": [ [ { "node": "Log to Google Sheet", "type": "main", "index": 0 } ] ] }, "Log to Google Sheet": { "main": [ [ { "node": "Aggregate Agency Performance", "type": "main", "index": 0 } ] ] }, "Aggregate Agency Performance": { "main": [ [ { "node": "Send Monthly Performance Report", "type": "main", "index": 0 } ] ] } }, "active": false, "settings": { "executionOrder": "v1" }, "versionId": "c266c96e-6e69-4f89-a02d-b1eca827c082", "meta": { "templateCredsSetupCompleted": true, "instanceId": "3a43da28588548e21903e71cf1dc3ddd65c24bf0c62e7e4b77542ffe87ad79c6" }, "id": "t1xSbq7k0RFOHxja", "tags": [] }