Draft and approve client portfolio emails with Gemini, Sheets, Slack and Gmail
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 13 nodes and runs on Google Sheets events (row update). Along the way it connects Google Sheets, Google Gemini Chat Model, Slack and Gmail.
How it runs
Trigger: On Google Sheets events (row update).
- Parse Trades & Tickers (Code): runs custom JavaScript code
- Mock: Client Risk Profile (Edit Fields (Set)): sets 1 field: Client_Risk_Profile
- Mock: Market Context (Edit Fields (Set)): sets 1 field: Market_Context
- AI: Draft Client Email (AI Agent): runs an AI agent, with model: LLM: Gemini
- Slack: uses Slack
- Wait: pauses until webhook
- Route: Approve vs Reject (Switch): routes items into 2 branches
- Gmail: uses Gmail
- Slack: uses Slack
- Sheet: Mark as Completed (Google Sheets): update
…plus 1 more step. See the full node list below.
Services it uses
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 (10)
- Google Sheets Trigger
n8n-nodes-base.googleSheetsTrigger - Code
n8n-nodes-base.code - Edit Fields (Set)
n8n-nodes-base.set - AI Agent
@n8n/n8n-nodes-langchain.agent - Google Gemini Chat Model
@n8n/n8n-nodes-langchain.lmChatGoogleGemini - Slack
n8n-nodes-base.slack - Wait
n8n-nodes-base.wait - Switch
n8n-nodes-base.switch - Gmail
n8n-nodes-base.gmail - Google Sheets
n8n-nodes-base.googleSheets
From the author
AI-Powered Wealth Management: Automated Client Portfolio Update & Advisor Approval This n8n workflow automates the transition from raw financial trade data to professional client communication. It monitors a Google Sheet for portfolio changes, uses Gemini AI…