The flow
Starts it 1Model 2Logic 8Service 4
The steps in the order they run, from what starts it.
- 1OpenAI Chat ModelLm Chat Open AiModel
- 2Weekly Schedule TriggerSchedule triggerStarts it
- 3Portfolio Risk SummaryAgentModel
- 4Risk Thresholds and SettingsSetLogic
- 5Build Alert PayloadSetLogic
- 6Read Portfolio SheetGoogle SheetsService
- 7Send NotificationSlackService
- 8Store Weekly Risk SnapshotGoogle SheetsService
- 9Validate Portfolio InputCodeLogic
- 10Batch Portfolio SymbolsSplit In BatchesLogic
- 11Portfolio Risk EngineCodeLogic
- 12Fetch Market DataHttp RequestService
- 13Risk CheckIfLogic
- 14Rate Limit Buffer (Alpha Vantage)WaitLogic
- 15Normalize Alpha Vantage DataCodeLogic
How it's built
- Starts on
- A clock
- Steps
- 15, with 1 branch, 2 loops or waits
- Size
- Medium: a working afternoon
- Connects to
- Google Sheets, Slack
- Model
- OpenAI
Questions
What does it need to run?
An n8n account, plus your own Google Sheets and Slack accounts, and a key for OpenAI. 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 OpenAI. Model calls are billed by the provider, not by n8n.
How long does it take to set up?
Plan an afternoon. 15 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 15 steps before you point it at anything that matters.