The flow
Starts it 1Model 1Logic 6Service 2
The steps in the order they run, from what starts it.
- 1Run Every Day at 9 AMSchedule triggerStarts it
- 2Read Client List from Google SheetGoogle SheetsService
- 3Settings, Change These Before RunningSetLogic
- 4Does Today Match Birthday or Anniversary?IfLogic
- 5Prepare All Client and Message VariablesSetLogic
- 6No Special Date Today, Stop HereNo OpLogic
- 7Pick Smart Investment Suggestion by Age and RiskCodeLogic
- 8Ask Gemini to Write Personalised WishGoogle GeminiModel
- 9Format Email Body and Delivery FieldsSetLogic
- 10Send Personalised Wish Email to ClientGmailService
How it's built
- Starts on
- A clock
- Steps
- 10, with 1 branch
- Size
- Medium: a working afternoon
- Connects to
- Gmail, Google Sheets
- Model
- Gemini
Questions
What does it need to run?
An n8n account, plus your own Gmail and Google Sheets 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. 10 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 10 steps before you point it at anything that matters.