Answer wealth management portfolio questions with Google Sheets, live prices and Google Gemini
Ready for 3.0Ready for 3.0. This template uses no nodes that n8n 3.0 removes. No removed nodes, versions or helpers found. Static check, last run 2026-10-19.
What this workflow does
This AI workflow has 30 nodes and runs when a chat message arrives. Along the way it connects Google Sheets, Google Gemini and Gmail. It also calls memic-nse-quotes-api.hf.space over HTTP.
How it runs
Trigger: When a chat message arrives.
- Parse Client Message (Code): runs custom JavaScript code
- If: checks a condition and branches into true / false
- Get Client Profile (Google Sheets): uses Google Sheets
- Build Invalid Input Response (Code): runs custom JavaScript code
- If: checks a condition and branches into true / false
- Log Invalid Input (Google Sheets): append
- Get Client Holdings (Google Sheets): uses Google Sheets
- Build Client Not Found Response (Code): runs custom JavaScript code
- Return Invalid Response (Code): runs custom JavaScript code
- Prepare Symbols (Code): runs custom JavaScript code
…plus 19 more steps. See the full node list below.
Services it uses
HTTP calls to: memic-nse-quotes-api.hf.space
Before you upgrade to n8n 3.0
Nothing in this workflow is removed in n8n 3.0, so it should import and run after the upgrade.
Nodes used (8)
- Chat Trigger
@n8n/n8n-nodes-langchain.chatTrigger - Code
n8n-nodes-base.code - If
n8n-nodes-base.if - Google Sheets
n8n-nodes-base.googleSheets - HTTP Request
n8n-nodes-base.httpRequest - Google Gemini
@n8n/n8n-nodes-langchain.googleGemini - Edit Fields (Set)
n8n-nodes-base.set - Gmail
n8n-nodes-base.gmail
From the author
(Wealth Management) Client Question → Instant Answer Assistant (n8n + Google Sheets + AI + API) This workflow allows users to ask portfolio-related questions in a simple format (C001: your question). It validates the input, fetches client data and holdings…