# Analyze client portfolio diversification with Google Sheets: n8n workflow

> Started by a change in a Google Sheet, and works across Google Sheets and Slack. It hands the judgement calls to OpenAI.

Source: https://millionrounds.com/workflow/analyze-client-portfolio-diversification-with-google-sheets (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [Chat assistants](https://millionrounds.com/workflows?category=Chat+assistants#library)

# 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.

Medium Calls a model: OpenAI

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fanalyze-client-portfolio-diversification-with-google-sheets)

**15 steps** Medium: a working afternoon

**2** Branches: places the flow splits

**0** Loops or waits

**2** Services it connects to

## The flow

Starts it 1 Model 1 Logic 8 Service 5

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

- 1 **Portfolio Update (Hourly)** Google Sheets trigger *Starts it*
- 2 **Fetch Portfolio Data** Google Sheets *Service*
- 3 **Normalize Portfolio Data** Set *Logic*
- 4 **Validate Data (Sector + Investment)** If *Logic*
- 5 **Compute: Sector Allocation Breakdown** Code *Logic*
- 6 **Alert: Invalid Data** Slack *Service*
- 7 **Compute: Risk Score & Exposure** Code *Logic*
- 8 **Compute: Diversification Score** Code *Logic*
- 9 **AI: Portfolio Insights Generator** Open Ai *Model*
- 10 **Transform: Extract AI Response** Set *Logic*
- 11 **Decision: Overexposure Check** If *Logic*
- 12 **Slack Alert: Overexposure Warning** Slack *Service*
- 13 **Format: Final Portfolio Report** Code *Logic*
- 14 **Store: Save Report to Google Sheets** Google Sheets *Service*
- 15 **Report: Portfolio Summary** Slack *Service*

## 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.

## Run it in n8n

- **Create your n8n account** Free to start. n8n is where the workflow runs. [Create an n8n account ↗](https://millionrounds.com/n8n)
- **Download the workflow** Free with a Millionrounds account. [Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fanalyze-client-portfolio-diversification-with-google-sheets)
- **Paste it into n8n** Open a new workflow in n8n and paste. Then connect your own accounts.

Stored with the author's traces removed: canvas notes, instance identifiers, saved credential names and any live document they had left behind.

## Connects to

Each opens the other workflows that use it.

[Google Sheets](https://millionrounds.com/workflows?service=Google+Sheets#library)[Slack](https://millionrounds.com/workflows?service=Slack#library)

## Workflows like it

Also chat assistants, with the same services where possible, closest in size first.

- [**AI-powered Telegram & WhatsApp Business agent workflow** 15 steps · calls a model · Google Sheets, Telegram](https://millionrounds.com/workflow/ai-powered-telegram-and-whatsapp-business-agent-workflow)
- [**Automate Client Onboarding with Asana and Slack** 15 steps · calls a model · Asana, Gmail](https://millionrounds.com/workflow/automate-client-onboarding-with-asana-and-slack)
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- [**Classify supplier diversity and suggest replacements with Groq** 15 steps · calls a model · Gmail, Notion](https://millionrounds.com/workflow/classify-supplier-diversity-and-suggest-replacements-with-gr)