Profile investors and send AI investment reports with Google Sheets, Alpha Vantage, Groq, Gmail and Slack
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 manually, when you click “Execute workflow”. Along the way it connects Google Sheets, Groq Chat Model, Gmail and Slack. It also calls alphavantage.co over HTTP.
How it runs
Trigger: Manually, when you click “Execute workflow”.
- New Onboarding Submission (Google Sheets): uses Google Sheets
- Rate Limit Control (Limit): keeps the first few items
- Fetch Market Data (HTTP Request): calls alphavantage.co
- Process Market Data (Code): runs custom JavaScript code
- Generate Market Insights (Code): runs custom JavaScript code
- Analyze Investor Profile (Basic LLM Chain): sends a prompt to an LLM, with model: Groq (gpt-oss-120b); output parser: Profile Data Parser
- Prepare CRM Mapping (Edit Fields (Set)): sets 8 fields: Timestamp, Name, Age…
- Update CRM (Google Sheets): append or update
- Send Welcome Email (Gmail): uses Gmail
- Slack: uses Slack
Services it uses
HTTP calls to: alphavantage.co
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 (11)
- Basic LLM Chain
@n8n/n8n-nodes-langchain.chainLlm - Structured Output Parser
@n8n/n8n-nodes-langchain.outputParserStructured - Edit Fields (Set)
n8n-nodes-base.set - Google Sheets
n8n-nodes-base.googleSheets - Groq Chat Model
@n8n/n8n-nodes-langchain.lmChatGroq - Gmail
n8n-nodes-base.gmail - Limit
n8n-nodes-base.limit - Slack
n8n-nodes-base.slack - Manual Trigger
n8n-nodes-base.manualTrigger - HTTP Request
n8n-nodes-base.httpRequest - Code
n8n-nodes-base.code
From the author
Smart Investor Profiling and Reporting Workflow This workflow is a comprehensive automation engine that bridges the gap between raw client data and expert-level financial advice. Upon receiving a new onboarding form from Google Sheets, the system fetches…