Automation library · AI assistants

Turn your portfolio into an AI assistant with OpenAI

Started by another system calling it, and works across Gmail, Google Drive and Pinecone. It puts Claude and OpenAI behind a retrieval step, so answers are drawn from documents you supply rather than from the model alone. 25 steps, 1 branch: large, and worth reading before you trust it with anything live.

LargeCalls a model: Claude, OpenAIRetrieval

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25 stepsLarge: read it before trusting it with anything live
1Branch: places the flow splits
0Loops or waits
3Services it connects to

The flow

Starts it 6Model 13Logic 3Service 3

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

  1. 1File Created TriggerGoogle Drive triggerStarts it
  2. 2File Updated TriggerGoogle Drive triggerStarts it
  3. 3OpenAI EmbeddingsEmbeddings Open AiModel
  4. 4Text SplitterText Splitter Recursive Character Text SplitterModel
  5. 5Chat WebhookWebhookStarts it
  6. 6Claude Sonnet 4.5Lm Chat AnthropicModel
  7. 7Chat MemoryMemory Buffer WindowModel
  8. 8Claude Retrieval ModelLm Chat AnthropicModel
  9. 9Cohere RerankerReranker CohereModel
  10. 10OpenAI Embeddings RetrievalEmbeddings Open AiModel
  11. 11Error TriggerError triggerStarts it
  12. 12Download FileGoogle DriveService
  13. 13Pinecone InsertVector Store PineconeModel
  14. 14Document LoaderDocument Default Data LoaderModel
  15. 15Portfolio AI AgentAgentModel
  16. 16Structured Output ParserOutput Parser StructuredModel
  17. 17Portfolio Vector ToolTool Vector StoreModel
  18. 18Pinecone RetrievalVector Store PineconeModel
  19. 19Format Error DataSetLogic
  20. 20Enrich MetadataSetLogic
  21. 21Check CV RequestIfLogic
  22. 22Download CV PDFGoogle DriveService
  23. 23Respond with AnswerRespond To WebhookStarts it
  24. 24Send CV EmailGmailService
  25. 25Respond CV SentRespond To WebhookStarts it

How it's built

Starts on
Another system calling it
Steps
25, with 1 branch
Size
Large: read it before trusting it with anything live
Connects to
Gmail, Google Drive, Pinecone
Model
Claude, OpenAI
Retrieval
Answers are drawn from documents you supply, not from the model alone

Questions

What does it need to run?

An n8n account, plus your own Gmail, Google Drive and Pinecone accounts, and a key for Claude and OpenAI. 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?

Yes. It calls Claude and OpenAI. Its answers draw on documents you give it, not on the model alone. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Take your time. At 25 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 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 25 steps before you point it at anything that matters.