Automation library · Data collection

Manage portfolio assets with Google Sheets

Started by another system calling it, and works across Google Sheets. 22 steps, 5 branches: large, and worth reading before you trust it with anything live.

Large

Download free
22 stepsLarge: read it before trusting it with anything live
5Branches: places the flow splits
0Loops or waits
1Service it connects to

The flow

Starts it 8Logic 8Service 6

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

  1. 1Portfolio Webhook TriggerWebhookStarts it
  2. 2Normalize Input DataSetLogic
  3. 3Validate Amount & PriceIfLogic
  4. 4Route by Action (Add/Update/Delete)SwitchLogic
  5. 5Error: Invalid Amount/PriceRespond To WebhookStarts it
  6. 6Check Asset Exists (Add)Google SheetsService
  7. 7Update Existing AssetGoogle SheetsService
  8. 8Check Asset Exists (Delete)Google SheetsService
  9. 9Error: Missing ActionRespond To WebhookStarts it
  10. 10Error: Invalid Action ValueRespond To WebhookStarts it
  11. 11Asset Exists? (Add)IfLogic
  12. 12Asset Found?IfLogic
  13. 13Asset Found? (Delete)IfLogic
  14. 14Add New AssetGoogle SheetsService
  15. 15Error: Asset Already ExistsRespond To WebhookStarts it
  16. 16Combine All Operation OutputsMergeLogic
  17. 17Error: Asset Not FoundRespond To WebhookStarts it
  18. 18Delete Asset RowGoogle SheetsService
  19. 19Error: Asset Not Found1Respond To WebhookStarts it
  20. 20Fetch Full PortfolioGoogle SheetsService
  21. 21Calculate Portfolio ValueCodeLogic
  22. 22Final Response to UserRespond To WebhookStarts it

How it's built

Starts on
Another system calling it
Steps
22, with 5 branches
Size
Large: read it before trusting it with anything live
Connects to
Google Sheets
Model
None. This is plumbing, not judgement

Questions

What does it need to run?

An n8n account, plus your own Google Sheets account. 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?

No. Every step is fixed logic or a call to a service, so it does the same thing every time.

How long does it take to set up?

Take your time. At 22 steps it is large: read it before trusting it with anything live.

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 22 steps before you point it at anything that matters.