Automation library · Chat assistants

Analyze client portfolio diversification with Google Sheets

Started by a change in a Google Sheet, and works across Google Sheets and Slack. It hands the judgement calls to OpenAI. 15 steps, 2 branches: a working afternoon to understand properly.

MediumCalls a model: OpenAI

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

The flow

Starts it 1Model 1Logic 8Service 5

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

  1. 1Portfolio Update (Hourly)Google Sheets triggerStarts it
  2. 2Fetch Portfolio DataGoogle SheetsService
  3. 3Normalize Portfolio DataSetLogic
  4. 4Validate Data (Sector + Investment)IfLogic
  5. 5Compute: Sector Allocation BreakdownCodeLogic
  6. 6Alert: Invalid DataSlackService
  7. 7Compute: Risk Score & ExposureCodeLogic
  8. 8Compute: Diversification ScoreCodeLogic
  9. 9AI: Portfolio Insights GeneratorOpen AiModel
  10. 10Transform: Extract AI ResponseSetLogic
  11. 11Decision: Overexposure CheckIfLogic
  12. 12Slack Alert: Overexposure WarningSlackService
  13. 13Format: Final Portfolio ReportCodeLogic
  14. 14Store: Save Report to Google SheetsGoogle SheetsService
  15. 15Report: Portfolio SummarySlackService

How it's built

Starts on
A change in a Google Sheet
Steps
15, with 2 branches
Size
Medium: a working afternoon
Connects to
Google Sheets, Slack
Model
OpenAI

Questions

What does it need to run?

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

What starts it?

It starts on a change in a Google Sheet.

Does it use AI?

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

How long does it take to set up?

Plan an afternoon. 15 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 15 steps before you point it at anything that matters.