Generate personalized wealth plans from Google Sheets using Groq Llama 3
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, Gmail and Groq Chat Model.
How it runs
Trigger: Manually, when you click “Execute workflow”.
- Get row(s) in sheet (Google Sheets): uses Google Sheets
- Last row of sheet (Code): runs custom JavaScript code
- validate input (If): checks a condition and branches into true / false
- net income calculation (Edit Fields (Set)): sets 1 field: net_income
- enter valid details (Gmail): uses Gmail
- net income check (If): checks a condition and branches into true / false
- Set - Assign Allocation (Edit Fields (Set)): sets 3 fields: Equity, Debt, Gold
- Investment Calculation (Edit Fields (Set)): sets 4 fields: Monthly Investment, Equity Amount, Debt Amount…
- AI Wealth Advisor (AI Agent): runs an AI agent, with model: wealth advice
- AI output parser (Code): runs custom JavaScript code
…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 (8)
- Edit Fields (Set)
n8n-nodes-base.set - If
n8n-nodes-base.if - AI Agent
@n8n/n8n-nodes-langchain.agent - Google Sheets
n8n-nodes-base.googleSheets - Gmail
n8n-nodes-base.gmail - Groq Chat Model
@n8n/n8n-nodes-langchain.lmChatGroq - Code
n8n-nodes-base.code - Manual Trigger
n8n-nodes-base.manualTrigger
From the author
Quick overview This workflow pulls the latest Google Form response from Google Sheets, validates basic eligibility and net income, calculates a risk-based investment split, uses Groq (Llama 3) to generate a personalized wealth plan in JSON and appends the…