Automation library · Data collection

Trading journal & performance tracker with Airtable and Gmail

Started by another system calling it, and works across Airtable, Gmail, Google Sheets and Slack. 16 steps, 2 branches: a working afternoon to understand properly.

Medium

16 stepsMedium: a working afternoon
2Branches: places the flow splits
0Loops or waits
4Services it connects to

The flow

Starts it 3Logic 6Service 7

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

  1. 1Webhook (Broker API)WebhookStarts it
  2. 2Schedule (Manual Entry Check)Schedule triggerStarts it
  3. 3Weekly Trigger (Sunday 8PM)Schedule triggerStarts it
  4. 4Merge All InputsMergeLogic
  5. 5Read Google Forms DataGoogle SheetsService
  6. 6Fetch Last 7 Days TradesAirtableService
  7. 7Calculate Trade MetricsCodeLogic
  8. 8Calculate Weekly StatisticsCodeLogic
  9. 9Validate Required FieldsIfLogic
  10. 10Generate HTML ReportCodeLogic
  11. 11Store in AirtableAirtableService
  12. 12Fetch Email RecipientsGoogle SheetsService
  13. 13Store in Google SheetsGoogle SheetsService
  14. 14Send Gmail ReportGmailService
  15. 15Check Loss LimitIfLogic
  16. 16Send Slack AlertSlackService

How it's built

Starts on
Another system calling it
Steps
16, with 2 branches
Size
Medium: a working afternoon
Connects to
Airtable, Gmail, Google Sheets, Slack
Model
None. This is plumbing, not judgement

Questions

What does it need to run?

An n8n account, plus your own Airtable, Gmail, Google Sheets and Slack accounts. 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?

No. Every step is fixed logic or a call to a service, so it does the same thing every time.

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.