Automation library · Data collection

AI Portfolio Risk Analyzer for Zerodha with Perplexity

Started by another system calling it, and works across Email and Google Sheets. It hands the judgement calls to Perplexity. 12 steps: a working afternoon to understand properly.

MediumCalls a model: Perplexity

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12 stepsMedium: a working afternoon
0Branches: places the flow splits
0Loops or waits
2Services it connects to

The flow

Starts it 1Logic 6Service 5

The steps in the order they run, from what starts it.

  1. 1Capture Request TokenWebhookStarts it
  2. 2Generate ChecksumCodeLogic
  3. 3Get Access TokenHttp RequestService
  4. 4Get Portfolio HoldingsHttp RequestService
  5. 5Prepare Portfolio for analysis with AICodeLogic
  6. 6Prepare Spreadsheet dataCodeLogic
  7. 7Analyse with AIPerplexityService
  8. 8Update Portfolio SheetGoogle SheetsService
  9. 9Validate output JSONCodeLogic
  10. 10Normalise JSON outputCodeLogic
  11. 11Beautify ReportCodeLogic
  12. 12Send emailEmail SendService

How it's built

Starts on
Another system calling it
Steps
12
Size
Medium: a working afternoon
Connects to
Email, Google Sheets
Model
Perplexity

Questions

What does it need to run?

An n8n account, plus your own Email and Google Sheets accounts, and a key for Perplexity. You connect your own accounts after importing it; none are included.

What starts it?

It starts on another system calling it.

Does it use AI?

Yes. It calls Perplexity. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Plan an afternoon. 12 steps is enough that you should read each one before running it.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

Before you run it

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 12 steps before you point it at anything that matters.