# Generate portfolio exposure risk summaries with Sheets: n8n workflow

> Started by a clock, and works across Gmail, Google Sheets and Slack. It hands the judgement calls to Gemini.

Source: https://millionrounds.com/workflow/generate-portfolio-exposure-risk-summaries-with-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 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.

Medium Calls a model: Gemini

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

**12 steps** Medium: a working afternoon

**1** Branch: places the flow splits

**0** Loops or waits

**3** Services it connects to

## The flow

Starts it 1 Model 2 Logic 5 Service 4

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

- 1 **Schedule Risk Review** Schedule trigger *Starts it*
- 2 **Google Gemini Chat Model** Lm Chat Google Gemini *Model*
- 3 **Read Portfolio From Sheet** Google Sheets *Service*
- 4 **Generate Risk Summary** Agent *Model*
- 5 **Check Portfolio Data Exists** If *Logic*
- 6 **Parse Risk Summary** Code *Logic*
- 7 **Calculate Portfolio Exposure Metrics** Code *Logic*
- 8 **Prepare Empty Portfolio Log** Set *Logic*
- 9 **Prepare Risk Report Data** Set *Logic*
- 10 **Log Risk Review Result** Google Sheets *Service*
- 11 **Send Risk Report Email** Gmail *Service*
- 12 **Send Risk Report to Slack** Slack *Service*

## 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.

## 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-portfolio-exposure-risk-summaries-with-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)[Slack](https://millionrounds.com/workflows?service=Slack#library)

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