Automation library · Research and reporting

Generate client portfolio summaries with Google Sheets

Started by a change in a Google Sheet, and works across Gmail and Google Sheets. It hands the judgement calls to Gemini. 12 steps, 2 loops or waits: a working afternoon to understand properly.

MediumCalls a model: Gemini

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

The flow

Starts it 1Model 1Logic 7Service 3

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

  1. 1Google Sheet New Row Add TriggerGoogle Sheets triggerStarts it
  2. 2Cleans & standardizesSetLogic
  3. 3Fetch Live Stock PricesHttp RequestService
  4. 4Iterate Stocks for NewsSplit In BatchesLogic
  5. 5Calculate Portfolio MetricsCodeLogic
  6. 6Combining All News ArticlesCodeLogic
  7. 7Wait For 5 Seconds (Cooling Period)WaitLogic
  8. 8Combine Portfolio + NewsMergeLogic
  9. 9Fetch Stock NewsHttp RequestService
  10. 10Final Data FormatterCodeLogic
  11. 11Generate Portfolio SummaryGoogle GeminiModel
  12. 12Send Email ReportGmailService

How it's built

Starts on
A change in a Google Sheet
Steps
12, 2 loops or waits
Size
Medium: a working afternoon
Connects to
Gmail, Google Sheets
Model
Gemini

Questions

What does it need to run?

An n8n account, plus your own Gmail and Google Sheets 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. 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.