Summarize portfolio reviews, flag compliance risk with GPT-4o and Google Sheets
Needs changesNeeds changes. This template uses 1 thing(s) that n8n 3.0 removes: AI Agent v1 (old agent modes). 1 breaking item(s) found. Static check, last run 2026-10-19.
What this workflow does
This AI workflow has 11 nodes and runs when an HTTP POST request hits its webhook URL. Along the way it connects OpenAI Chat Model, Google Sheets, Gmail and Telegram.
How it runs
Trigger: When an HTTP POST request hits its webhook URL.
- Normalize Input (Edit Fields (Set)): sets 6 fields: clientName, advisorName, advisorEmail…
- AI Agent: runs an AI agent, with model: OpenAI Chat Model; output parser: Structured Output Parser
- Shape Output (Edit Fields (Set)): sets 8 fields: clientName, advisorName, advisorEmail…
- Log Review to Compliance Tracker (Google Sheets): append
- Route by Compliance Risk (Switch): routes items into 3 branches
- Alert Compliance Officer (Gmail): uses Gmail
- Send Advisor Summary Email (Gmail): uses Gmail
- Alert Compliance Team (High Risk) (Telegram): uses Telegram
Services it uses
Before you upgrade to n8n 3.0
1 thing in this workflow is removed in n8n 3.0. Fix it before you upgrade:
- AI Agent v1 (old agent modes) in AI Agent - Summarize & Flag Compliance Risk (v1.9): replace with Latest AI Agent node (Tools Agent). For SQL Agent, use a Postgres or MySQL tool with a recent AI Agent.
Rather not rewrite it? Many of these flows can be rebuilt in Make (free plan).
| Removed in 3.0 | Replace with |
|---|---|
| AI Agent v1 (old agent modes) AI Agent - Summarize & Flag Compliance Risk (v1.9) | Latest AI Agent node (Tools Agent). For SQL Agent, use a Postgres or MySQL tool with a recent AI Agent. |
Nodes used (9)
- Webhook
n8n-nodes-base.webhook - Edit Fields (Set)
n8n-nodes-base.set - OpenAI Chat Model
@n8n/n8n-nodes-langchain.lmChatOpenAi - Structured Output Parser
@n8n/n8n-nodes-langchain.outputParserStructured - AI Agent
@n8n/n8n-nodes-langchain.agent - Google Sheets
n8n-nodes-base.googleSheets - Switch
n8n-nodes-base.switch - Gmail
n8n-nodes-base.gmail - Telegram
n8n-nodes-base.telegram
From the author
Quick overview This workflow receives advisor portfolio review meeting notes via a webhook, uses OpenAI GPT-4o to generate a structured summary and compliance-risk flags, logs the results to Google Sheets, and then notifies the advisor via Gmail, escalating…