The flow
Starts it 1Model 1Logic 14Service 5
The steps in the order they run, from what starts it.
- 1Daily Portfolio Rebalance CheckSchedule triggerStarts it
- 2Read HoldingsGoogle SheetsService
- 3Workflow SettingsSetLogic
- 4Synchronize InputsMergeLogic
- 5Prepare Portfolio ContextCodeLogic
- 6Validate Portfolio DataCodeLogic
- 7Check Validation StatusIfLogic
- 8Calculate Portfolio AllocationCodeLogic
- 9Prepare Validation Failure LogSetLogic
- 10Detect Portfolio DriftCodeLogic
- 11Log Validation FailureGoogle SheetsService
- 12Check Rebalance RequirementIfLogic
- 13Classify Alert SeverityCodeLogic
- 14Prepare No Action LogSetLogic
- 15Build Alert PromptCodeLogic
- 16Log No ActionGoogle SheetsService
- 17Generate Alert MessageGoogle GeminiModel
- 18Merge Alert DataMergeLogic
- 19Prepare Alert PayloadSetLogic
- 20Log Sent AlertGoogle SheetsService
- 21Send Rebalance EmailGmailService
How it's built
- Starts on
- A clock
- Steps
- 21, with 2 branches
- Size
- Large: read it before trusting it with anything live
- 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?
Take your time. At 21 steps it is large: read it before trusting it with anything live.
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 itNothing 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 21 steps before you point it at anything that matters.