Automation library · Data collection

Generate personalized financial plans with Gemini and Sheets

Started by another system calling it, and works across Gmail, Google Drive and Google Sheets. It hands the judgement calls to Gemini. 20 steps, 3 branches: a working afternoon to understand properly.

MediumCalls a model: Gemini

Download free
20 stepsMedium: a working afternoon
3Branches: places the flow splits
0Loops or waits
3Services it connects to

The flow

Starts it 4Model 3Logic 7Service 6

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

  1. 1Receive Financial InputWebhookStarts it
  2. 2Normalize Input DataSetLogic
  3. 3Validate Income & GoalIfLogic
  4. 4Enrich Financial MetricsSetLogic
  5. 5Return Validation ErrorRespond To WebhookStarts it
  6. 6Store User Data (Google Sheets)Google SheetsService
  7. 7Route by Income CategorySwitchLogic
  8. 8Generate Plan (Mid Income)Google GeminiModel
  9. 9Generate Plan (Low Income)1Google GeminiModel
  10. 10Generate Plan (High Income)Google GeminiModel
  11. 11Merge AI ResponsesMergeLogic
  12. 12Generate HTML ReportSetLogic
  13. 13Convert HTML to PDFHttp RequestService
  14. 14Fetch Generated PDFHttp RequestService
  15. 15Check PDF Generation StatusIfLogic
  16. 16Upload PDF to Google DriveGoogle DriveService
  17. 17Send Email with PDFGmailService
  18. 18Return HTML ResponseRespond To WebhookStarts it
  19. 19Return PDF Failure ResponseRespond To WebhookStarts it
  20. 20Send Plain Text Email (Fallback)GmailService

How it's built

Starts on
Another system calling it
Steps
20, with 3 branches
Size
Medium: a working afternoon
Connects to
Gmail, Google Drive, Google Sheets
Model
Gemini

Questions

What does it need to run?

An n8n account, plus your own Gmail, Google Drive 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 another system calling it.

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. 20 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 20 steps before you point it at anything that matters.