Refresh financial plans from life events with Google Sheets, OpenAI, 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 27 nodes and runs on a schedule (every 3 months at 09:00) (plus 1 other trigger). Along the way it connects Gmail, Google Sheets and OpenAI.
How it runs
Trigger: On a schedule (every 3 months at 09:00) (plus 1 other trigger).
- Build Check-In Metadata (Edit Fields (Set)): sets 5 fields: check_in_id, plan_id, recipient_email…
- Validate Life Event Submission (If): checks a condition and branches into true / false
- Compose Check-In Email (Edit Fields (Set)): sets 3 fields: recipient_email, subject, email_body
- Map Event to Plan Sections (Code): runs custom JavaScript code
- Compose Form Validation Email (Edit Fields (Set)): sets 3 fields: recipient_email, subject, email_body
- Send Check-In Email (Gmail): uses Gmail
- Route by Affected Sections (If): checks a condition and branches into true / false
- Send Form Validation Email (Gmail): uses Gmail
- Load Current Financial Plan (Google Sheets): uses Google Sheets
- Compose No Change Email (Edit Fields (Set)): sets 3 fields: recipient_email, subject, email_body
…plus 15 more steps. 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)
- Schedule Trigger
n8n-nodes-base.scheduleTrigger - Edit Fields (Set)
n8n-nodes-base.set - Gmail
n8n-nodes-base.gmail - Google Sheets Trigger
n8n-nodes-base.googleSheetsTrigger - If
n8n-nodes-base.if - Code
n8n-nodes-base.code - Google Sheets
n8n-nodes-base.googleSheets - OpenAI
@n8n/n8n-nodes-langchain.openAi - Split Out
n8n-nodes-base.splitOut - Aggregate
n8n-nodes-base.aggregate
From the author
Quick overview This workflow sends quarterly financial plan check-in emails via Gmail, watches Google Sheets for submitted life-event responses, and uses OpenAI to refresh only the affected sections of a financial plan stored in Google Sheets, while logging…