The flow
Starts it 1Model 2Logic 6Service 3
The steps in the order they run, from what starts it.
- 1Start workflowManual triggerStarts it
- 2Generate Weekly Portfolio Report1Lm Chat GroqModel
- 3Get Client Data from Google SheetsGoogle SheetsService
- 4Generate Weekly Portfolio ReportAgentModel
- 5Process Clients in BatchesSplit In BatchesLogic
- 6Prepare AI Output for FormattingCodeLogic
- 7Compute Investment, Profit & GrowthCodeLogic
- 8Format ReportCodeLogic
- 9Pause Before Sending EmailWaitLogic
- 10Prepare Data for SheetSetLogic
- 11Send Report via GmailGmailService
- 12Update Client Status in SheetGoogle SheetsService
How it's built
- Starts on
- An event in a connected app
- Steps
- 12, 2 loops or waits
- Size
- Medium: a working afternoon
- Connects to
- Gmail, Google Sheets
- Model
- Groq
Questions
What does it need to run?
An n8n account, plus your own Gmail and Google Sheets 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. 12 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 12 steps before you point it at anything that matters.