Reconcile trade mismatches in Google Sheets with Groq/OpenAI and Gmail alerts
Trade Break Reconciliation Assistant This workflow automates trade reconciliation between internal and external systems using Google Sheets. It detects mismatches (price, quantity, amount, etc.), uses AI to generate i...
Template notes
Trade Break Reconciliation Assistant
This workflow automates trade reconciliation between internal and external systems using Google Sheets. It detects mismatches (price, quantity, amount, etc.), uses AI to generate insights, updates records and sends email alerts. This eliminates manual effort and improves accuracy.
Quick Implementation Steps
1. Connect your Google Sheets (Internal & External Trades) 2. Ensure both sheets contain a common tradeid 3. Connect Groq/OpenAI model in n8n 4. Configure Gmail for alerts 5. [Run the workflow manually or schedule it](https://n8n.partnerlinks.io/om1efg2qgvwi) 6. Monitor updates and alerts in real-time
What It Does
This workflow automates the reconciliation of trade data between two systems — internal and external — stored in Google Sheets. It compares records using tradeid and identifies mismatches such as differences in price, quantity, amount, side, currency or status.
Once mismatches are detected, the workflow classifies their severity and uses AI to generate meaningful insights, including the likely reason, explanation and recommended action. This transforms raw data into actionable intelligence.
Additionally, it updates both sheets with reconciliation results, handles missing trades by inserting records and sends detailed email alerts to ensure quick resolution of issues.