Draft and approve client portfolio emails with Gemini, Sheets, Slack and Gmail

AI-Powered Wealth Management: Automated Client Portfolio Update & Advisor Approval

This n8n workflow automates the transition from raw financial trade data to professional client communication. It monitors a Google Sheet for portfolio changes, uses Gemini AI to draft a personalized, risk-aware explanation email and sends it to an advisor via Slack for manual approval. Once approved, the email is sent automatically via Gmail and the source spreadsheet is updated to "Completed."

Quick Start Implementation

1. [Import the JSON file into your n8n account](https://n8n.partnerlinks.io/om1efg2qgvwi). 2. Connect Credentials: Set up OAuth2 for Google Sheets, Gmail, Slack and Google Gemini (AI). 3. Sheet Setup: Ensure your Google Sheet has columns for ClientID, ClientName, TradesMade and TriggerStatus. 4. Configure Approval: Update the Slack node with your specific Member ID or Channel ID. 5. Test: Change a row's TriggerStatus in your sheet to see the AI draft appear in Slack.

What It Does

In the high-stakes world of wealth management, keeping clients informed is vital but time-consuming. This workflow bridges the gap between technical data and human relationship management. It acts as an "AI Assistant" that watches your portfolio database (Google Sheets) for any new trades. Instead of sending a cold list of tickers, it passes that data to an AI model to write a warm, professional narrative.

The workflow prioritizes safety through a Human-in-the-Loop design. Before any client sees the AI-generated content, the draft is sent to a dedicated Slack channel. The advisor can review the logic and tone, then simply click "Approve" or "Reject" via interactive buttons. This ensures that the final communication always meets the firm's compliance and quality standards.

Finally, the workflow handles the "paperwork." If approved, it sends the email through Gmail and updates the spreadsheet status to "Completed." If rejected, it flags the record for "Manual Review," ensuring no client request is ever lost in the shuffle.