Track SIP goals with OpenAI ChatGPT, Gmail and Google Sheets
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 workflow has 7 nodes and runs when someone submits an n8n form (“📈 SIP and Mutual Fund Tracker”). Along the way it connects Google Sheets and Gmail. It also calls api.openai.com over HTTP.
How it runs
Trigger: When someone submits an n8n form (“📈 SIP and Mutual Fund Tracker”).
- 2. Code - Calculate SIP Performance Metrics (Code): runs custom JavaScript code
- 3. HTTP - AI Write SIP Advisory (HTTP Request): calls api.openai.com (POST)
- 4. Code - Parse Advisory + Assign Colors (Code): runs custom JavaScript code
- 5. Code - Build HTML SIP Report Email (Code): runs custom JavaScript code
- 6. Sheets - Save SIP Record (Google Sheets): append
- 7. Gmail - Send SIP Report to Investor (Gmail): uses Gmail
Services it uses
HTTP calls to: api.openai.com
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 (5)
- n8n Form Trigger
n8n-nodes-base.formTrigger - Code
n8n-nodes-base.code - HTTP Request
n8n-nodes-base.httpRequest - Google Sheets
n8n-nodes-base.googleSheets - Gmail
n8n-nodes-base.gmail
From the author
Quick Overview This workflow collects SIP and mutual fund details via an n8n Form, calculates goal and performance metrics, generates a personalized advisory using OpenAI, emails a color-coded HTML report via Gmail, and appends each submission to a Google…