The flow
Starts it 1Model 2Logic 6Service 3
The steps in the order they run, from what starts it.
- 1Form - Request Life Event SimulationForm triggerStarts it
- 2Anthropic - Narrative ModelLm Chat AnthropicModel
- 3Fetch Linked Account Balances & TransactionsHttp RequestService
- 4Fetch Historical Market Return StatisticsHttp RequestService
- 5AI - Generate Risk Narrative & RecommendationsAgentModel
- 6Merge - Combine Account & Market DataMergeLogic
- 7JS - Parse AI Output & Format Digital Twin ReportCodeLogic
- 8JS - Build Financial Baseline & Simulation InputsCodeLogic
- 9Wait For Rate LimitWaitLogic
- 10JS - Run Monte Carlo SimulationCodeLogic
- 11Send Digital Twin Report EmailEmail SendService
- 12Wait For Simulation BufferWaitLogic
How it's built
- Starts on
- Someone submitting a form
- Steps
- 12, 2 loops or waits
- Size
- Medium: a working afternoon
- Connects to
- Email
- Model
- Claude
Questions
What does it need to run?
An n8n account, plus your own Email account, and a key for Claude. You connect your own accounts after importing it; none are included.
What starts it?
It starts on someone submitting a form.
Does it use AI?
Yes. It calls Claude. 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.