The flow
Starts it 1Model 2Logic 5Service 5
The steps in the order they run, from what starts it.
- 1Trigger: Portfolio UpdatedGoogle Sheets triggerStarts it
- 2LLM: GeminiLm Chat Google GeminiModel
- 3Parse Trades & TickersCodeLogic
- 4AI: Draft Client EmailAgentModel
- 5Mock: Client Risk ProfileSetLogic
- 6Slack: Request Advisor ApprovalSlackService
- 7Mock: Market ContextSetLogic
- 8Wait: Advisor ActionWaitLogic
- 9Route: Approve vs RejectSwitchLogic
- 10Gmail: Send to ClientGmailService
- 11Slack: Draft Rejected AlertSlackService
- 12Sheet: Mark as CompletedGoogle SheetsService
- 13Sheet: Mark 'Needs Review'Google SheetsService
How it's built
- Starts on
- A change in a Google Sheet
- Steps
- 13, with 1 branch, 1 loop or waits
- Size
- Medium: a working afternoon
- Connects to
- Gmail, Google Sheets, Slack
- Model
- Gemini
Questions
What does it need to run?
An n8n account, plus your own Gmail, Google Sheets and Slack accounts, and a key for Gemini. 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 Gemini. Model calls are billed by the provider, not by n8n.
How long does it take to set up?
Plan an afternoon. 13 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.
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 13 steps before you point it at anything that matters.