# Notify clients of delayed trade settlements with Google 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/notify-clients-of-delayed-trade-settlements-with-google-shee (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [Alerts and monitoring](https://millionrounds.com/workflows?category=Alerts+and+monitoring#library)

# Notify clients of delayed trade settlements with Google Sheets

Started by a clock, and works across Gmail, Google Sheets and Slack. It hands the judgement calls to Gemini. 19 steps, 2 branches, 1 loop or waits: a working afternoon to understand properly.

Medium Calls a model: Gemini

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fnotify-clients-of-delayed-trade-settlements-with-google-shee)

**19 steps** Medium: a working afternoon

**2** Branches: places the flow splits

**1** Loop or waits

**3** Services it connects to

## The flow

Starts it 1 Model 1 Logic 14 Service 3

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

- 1 **Daily Settlement Check Trigger** Schedule trigger *Starts it*
- 2 **Fetch Trade Data (Google Sheets)** Google Sheets *Service*
- 3 **Normalize Trade Fields** Set *Logic*
- 4 **Validate & Format Settlement Dates** Code *Logic*
- 5 **Detect Delayed Trades** Code *Logic*
- 6 **Filter Delayed Trades Only** If *Logic*
- 7 **Group Trades by Client Email** Code *Logic*
- 8 **Skip Non-Delayed Trades** No Op *Logic*
- 9 **Process Each Client Batch** Split In Batches *Logic*
- 10 **Prepare AI Input Payload** Code *Logic*
- 11 **Analyze Delayed Trades (AI)** Google Gemini *Model*
- 12 **Parse AI Response** Set *Logic*
- 13 **Split Individual Trades** Split Out *Logic*
- 14 **Route by Severity (HIGH/MEDIUM/LOW)** Switch *Logic*
- 15 **Build Slack Alert Message** Code *Logic*
- 16 **Merge Trade Streams** Merge *Logic*
- 17 **Send Slack Notification** Slack *Service*
- 18 **Build Email Report** Code *Logic*
- 19 **Send Email Notification** Gmail *Service*

## How it's built

- **Starts on:** A clock
- **Steps:** 19, with 2 branches, 1 loop or waits
- **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. 19 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 19 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%2Fnotify-clients-of-delayed-trade-settlements-with-google-shee)
- **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)

## Workflows like it

Also alerts and monitoring, with the same services where possible, closest in size first.

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- [**Automated Gmail classification & response system with OpenAI** 19 steps · calls a model · Gmail, WhatsApp](https://millionrounds.com/workflow/automated-gmail-classification-and-response-system-with-open)
- [**Automated RSS monitoring with Gemini** 19 steps · calls a model · Google Sheets, RSS](https://millionrounds.com/workflow/automated-rss-monitoring-with-gemini)
- [**Daily Google Analytics report with OpenAI and WhatsApp** 19 steps · calls a model · ClickUp, Email](https://millionrounds.com/workflow/daily-google-analytics-report-with-openai-and-whatsapp)
- [**Detect fake product reviews with OpenAI and Airtable** 19 steps · calls a model · Airtable, Slack](https://millionrounds.com/workflow/detect-fake-product-reviews-with-openai-and-airtable)
- [**Label incoming Gmail messages with Gemini and Telegram** 19 steps · calls a model · Gmail, Telegram](https://millionrounds.com/workflow/label-incoming-gmail-messages-with-gemini-and-telegram)