Automation library · Research and reporting

Profile investors and send AI investment reports

Started by an event in a connected app, and works across Gmail, Google Sheets and Slack. It hands the judgement calls to Groq. 13 steps: a working afternoon to understand properly.

MediumCalls a model: Groq

13 stepsMedium: a working afternoon
0Branches: places the flow splits
0Loops or waits
3Services it connects to

The flow

Starts it 1Model 3Logic 4Service 5

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

  1. 1Groq (gpt-oss-120b)Lm Chat GroqModel
  2. 2Start WorkflowManual triggerStarts it
  3. 3Analyze Investor ProfileChain LlmModel
  4. 4Profile Data ParserOutput Parser StructuredModel
  5. 5New Onboarding SubmissionGoogle SheetsService
  6. 6Prepare CRM MappingSetLogic
  7. 7Rate Limit ControlLimitLogic
  8. 8Update CRMGoogle SheetsService
  9. 9Fetch Market DataHttp RequestService
  10. 10Send Welcome EmailGmailService
  11. 11Slack NotificationSlackService
  12. 12Process Market DataCodeLogic
  13. 13Generate Market InsightsCodeLogic

How it's built

Starts on
An event in a connected app
Steps
13
Size
Medium: a working afternoon
Connects to
Gmail, Google Sheets, Slack
Model
Groq

Questions

What does it need to run?

An n8n account, plus your own Gmail, Google Sheets and Slack accounts, and a key for Groq. You connect your own accounts after importing it; none are included.

What starts it?

It starts on an event in a connected app.

Does it use AI?

Yes. It calls Groq. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Plan an afternoon. 13 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 13 steps before you point it at anything that matters.