The flow
Starts it 1Model 1Logic 7Service 3
The steps in the order they run, from what starts it.
- 1Weekly Portfolio & News Trigger (Mon 8AM)Schedule triggerStarts it
- 2Fetch Market NewsHttp RequestService
- 3Fetch Portfolio Data (Google Sheets)Google SheetsService
- 4Check News AvailabilityIfLogic
- 5Format Portfolio SummarySetLogic
- 6Format Top NewsSetLogic
- 7Fallback News MessageSetLogic
- 8Analyze Portfolio Risk & LossCodeLogic
- 9Merge News + Portfolio ContextMergeLogic
- 10Generate Client FAQs (AI)Open AiModel
- 11Extract FAQs (Structured Output)SetLogic
- 12Save FAQs to Google SheetsGoogle SheetsService
How it's built
- Starts on
- A clock
- Steps
- 12, with 1 branch
- Size
- Medium: a working afternoon
- Connects to
- Google Sheets
- Model
- OpenAI
Questions
What does it need to run?
An n8n account, plus your own Google Sheets account, and a key for OpenAI. 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 OpenAI. 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.
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.