Automation library · Research and reporting

Generate portfolio exposure risk summaries with Sheets

Started by a clock, and works across Gmail, Google Sheets and Slack. It hands the judgement calls to Gemini. 12 steps, 1 branch: a working afternoon to understand properly.

MediumCalls a model: Gemini

12 stepsMedium: a working afternoon
1Branch: places the flow splits
0Loops or waits
3Services it connects to

The flow

Starts it 1Model 2Logic 5Service 4

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

  1. 1Schedule Risk ReviewSchedule triggerStarts it
  2. 2Google Gemini Chat ModelLm Chat Google GeminiModel
  3. 3Read Portfolio From SheetGoogle SheetsService
  4. 4Generate Risk SummaryAgentModel
  5. 5Check Portfolio Data ExistsIfLogic
  6. 6Parse Risk SummaryCodeLogic
  7. 7Calculate Portfolio Exposure MetricsCodeLogic
  8. 8Prepare Empty Portfolio LogSetLogic
  9. 9Prepare Risk Report DataSetLogic
  10. 10Log Risk Review ResultGoogle SheetsService
  11. 11Send Risk Report EmailGmailService
  12. 12Send Risk Report to SlackSlackService

How it's built

Starts on
A clock
Steps
12, with 1 branch
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 clock.

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.