# Generate client portfolio summaries with Google Sheets: n8n workflow

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

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

[Automation library](https://millionrounds.com/workflows) · [Research and reporting](https://millionrounds.com/workflows?category=Research+and+reporting#library)

# 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.

Medium Calls a model: Gemini

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

**12 steps** Medium: a working afternoon

**0** Branches: places the flow splits

**2** Loops or waits

**2** Services it connects to

## The flow

Starts it 1 Model 1 Logic 7 Service 3

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

- 1 **Google Sheet New Row Add Trigger** Google Sheets trigger *Starts it*
- 2 **Cleans & standardizes** Set *Logic*
- 3 **Fetch Live Stock Prices** Http Request *Service*
- 4 **Iterate Stocks for News** Split In Batches *Logic*
- 5 **Calculate Portfolio Metrics** Code *Logic*
- 6 **Combining All News Articles** Code *Logic*
- 7 **Wait For 5 Seconds (Cooling Period)** Wait *Logic*
- 8 **Combine Portfolio + News** Merge *Logic*
- 9 **Fetch Stock News** Http Request *Service*
- 10 **Final Data Formatter** Code *Logic*
- 11 **Generate Portfolio Summary** Google Gemini *Model*
- 12 **Send Email Report** Gmail *Service*

## 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.

## 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%2Fgenerate-client-portfolio-summaries-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.

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

## Workflows like it

Also research and reporting, with the same services where possible, closest in size first.

- [**AI Google PageSpeed Insights report generator with OpenAI** 12 steps · calls a model · Gmail](https://millionrounds.com/workflow/ai-google-pagespeed-insights-report-generator-with-openai)
- [**AI YouTube analytics agent: Comment analyzer & insights reporter** 12 steps · calls a model · Gmail, Google Sheets](https://millionrounds.com/workflow/ai-youtube-analytics-agent-comment-analyzer-and-insights-rep)
- [**Analyze market demand with OpenAI and XPOZ MCP** 12 steps · calls a model · Gmail, Notion](https://millionrounds.com/workflow/analyze-market-demand-with-openai-and-xpoz-mcp)
- [**Automated stock sentiment analysis with Gemini** 12 steps · calls a model · Google Sheets](https://millionrounds.com/workflow/automated-stock-sentiment-analysis-with-gemini)
- [**Daily Solana news tracker with OpenAI** 12 steps · calls a model · Google Sheets](https://millionrounds.com/workflow/daily-solana-news-tracker-with-openai)
- [**Daily business news summary with OpenAI and Gmail** 12 steps · calls a model · Gmail, RSS](https://millionrounds.com/workflow/daily-business-news-summary-with-openai-and-gmail)