The flow
Starts it 1Model 2Logic 7Service 3
The steps in the order they run, from what starts it.
- 1wealth adviceLm Chat GroqModel
- 2When clicking ‘Execute workflow’Manual triggerStarts it
- 3AI Wealth AdvisorAgentModel
- 4Get row(s) in sheetGoogle SheetsService
- 5AI output parserCodeLogic
- 6Last row of sheetCodeLogic
- 7Save Wealth planGoogle SheetsService
- 8validate inputIfLogic
- 9net income calculationSetLogic
- 10enter valid detailsGmailService
- 11net income checkIfLogic
- 12Set - Assign AllocationSetLogic
- 13Investment CalculationSetLogic
How it's built
- Starts on
- An event in a connected app
- Steps
- 13, with 2 branches
- Size
- Medium: a working afternoon
- Connects to
- Gmail, Google Sheets
- Model
- Groq
Questions
What does it need to run?
An n8n account, plus your own Gmail and Google Sheets accounts, and a key for Groq. You connect your own accounts after importing it; none are included.
What starts it?
It starts on an event in a connected app.
Does it use AI?
Yes. It calls Groq. 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.