# Turn your portfolio into an AI assistant with OpenAI: n8n workflow

> 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...

Source: https://millionrounds.com/workflow/turn-your-portfolio-into-an-ai-assistant-with-openai (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [AI assistants](https://millionrounds.com/workflows?category=AI+assistants#library)

# 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.

Large Calls a model: Claude, OpenAI Retrieval

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fturn-your-portfolio-into-an-ai-assistant-with-openai)

**25 steps** Large: read it before trusting it with anything live

**1** Branch: places the flow splits

**0** Loops or waits

**3** Services it connects to

## The flow

Starts it 6 Model 13 Logic 3 Service 3

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

- 1 **File Created Trigger** Google Drive trigger *Starts it*
- 2 **File Updated Trigger** Google Drive trigger *Starts it*
- 3 **OpenAI Embeddings** Embeddings Open Ai *Model*
- 4 **Text Splitter** Text Splitter Recursive Character Text Splitter *Model*
- 5 **Chat Webhook** Webhook *Starts it*
- 6 **Claude Sonnet 4.5** Lm Chat Anthropic *Model*
- 7 **Chat Memory** Memory Buffer Window *Model*
- 8 **Claude Retrieval Model** Lm Chat Anthropic *Model*
- 9 **Cohere Reranker** Reranker Cohere *Model*
- 10 **OpenAI Embeddings Retrieval** Embeddings Open Ai *Model*
- 11 **Error Trigger** Error trigger *Starts it*
- 12 **Download File** Google Drive *Service*
- 13 **Pinecone Insert** Vector Store Pinecone *Model*
- 14 **Document Loader** Document Default Data Loader *Model*
- 15 **Portfolio AI Agent** Agent *Model*
- 16 **Structured Output Parser** Output Parser Structured *Model*
- 17 **Portfolio Vector Tool** Tool Vector Store *Model*
- 18 **Pinecone Retrieval** Vector Store Pinecone *Model*
- 19 **Format Error Data** Set *Logic*
- 20 **Enrich Metadata** Set *Logic*
- 21 **Check CV Request** If *Logic*
- 22 **Download CV PDF** Google Drive *Service*
- 23 **Respond with Answer** Respond To Webhook *Starts it*
- 24 **Send CV Email** Gmail *Service*
- 25 **Respond CV Sent** Respond To Webhook *Starts 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.

## Run it in n8n

- **Create your n8n account** Free to start. n8n is where the workflow runs. [Create an n8n account ↗](https://millionrounds.com/n8n)
- **Download the workflow** Free with a Millionrounds account. [Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fturn-your-portfolio-into-an-ai-assistant-with-openai)
- **Paste it into n8n** Open a new workflow in n8n and paste. Then connect your own accounts.

Stored with the author's traces removed: canvas notes, instance identifiers, saved credential names and any live document they had left behind.

## Connects to

Each opens the other workflows that use it.

[Gmail](https://millionrounds.com/workflows?service=Gmail#library)[Google Drive](https://millionrounds.com/workflows?service=Google+Drive#library)[Pinecone](https://millionrounds.com/workflows?service=Pinecone#library)

## Workflows like it

Also ai assistants, with the same services where possible, closest in size first.

- [**AI inbox assistant with OpenAI and Gmail** 25 steps · calls a model · Gmail, Google Drive](https://millionrounds.com/workflow/ai-inbox-assistant-with-openai-and-gmail)
- [**Automate Job applications with Gemini and OpenAI** 25 steps · calls a model · Gmail](https://millionrounds.com/workflow/automate-job-applications-with-gemini-and-openai)
- [**Automating WhatsApp replies with Go High Level and Redis** 25 steps · calls a model · Google Drive, Redis](https://millionrounds.com/workflow/automating-whatsapp-replies-with-go-high-level-and-redis)
- [**Build a self-updating RAG system with OpenAI and Qdrant** 25 steps · calls a model · Google Drive, Qdrant](https://millionrounds.com/workflow/build-a-self-updating-rag-system-with-openai-and-qdrant)
- [**AI-powered multi-channel customer journey with SMS and OpenAI** 24 steps · calls a model · Gmail, Twilio](https://millionrounds.com/workflow/ai-powered-multi-channel-customer-journey-with-sms-and-opena)
- [**Build a RAG system with Qdrant and Gemini** 24 steps · calls a model · Google Drive, Qdrant](https://millionrounds.com/workflow/build-a-rag-system-with-qdrant-and-gemini)