Automation library · Research and reporting

Send portfolio risk reports with Google Sheets and OpenAI

Started by another system calling it, and works across Gmail and Google Sheets. It hands the judgement calls to OpenAI. 16 steps, 3 branches: a working afternoon to understand properly.

MediumCalls a model: OpenAI

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16 stepsMedium: a working afternoon
3Branches: places the flow splits
0Loops or waits
2Services it connects to

The flow

Starts it 3Model 1Logic 8Service 4

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

  1. 1Receive Portfolio RequestWebhookStarts it
  2. 2Choose Portfolio Data SourceIfLogic
  3. 3Prepare Uploaded CSV FileCodeLogic
  4. 4Load Portfolio from Google SheetsGoogle SheetsService
  5. 5Read Portfolio CSV DataSpreadsheet FileService
  6. 6Combine Portfolio HoldingsAggregateLogic
  7. 7Set User & Source DetailsSetLogic
  8. 8Analyze Portfolio RiskCodeLogic
  9. 9Check Portfolio DataIfLogic
  10. 10Generate AI Risk InsightsOpen AiModel
  11. 11Check User Email for Error AlertIfLogic
  12. 12Build Portfolio Email ReportCodeLogic
  13. 13Send Invalid Portfolio AlertGmailService
  14. 14Return Validation ErrorRespond To WebhookStarts it
  15. 15Send Portfolio Report EmailGmailService
  16. 16Return Success ResponseRespond To WebhookStarts it

How it's built

Starts on
Another system calling it
Steps
16, with 3 branches
Size
Medium: a working afternoon
Connects to
Gmail, Google Sheets
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own Gmail and Google Sheets accounts, and a key for OpenAI. 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?

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. 16 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 16 steps before you point it at anything that matters.