Send personalized client emails with Google Sheets, Gemini and Gmail

Smart Client Email Automation for Financial Advisors

This workflow automatically generates and sends personalized client emails using portfolio data and live market trends. It fetches client details from Google Sheets, retrieves market news via API, filters new clients, validates essential fields as a safeguard and uses AI to create professional emails. Finally, it sends emails through Gmail and updates the status to avoid duplicates.

Quick Implementation Steps

1. [Signup / Login to you n8n account](https://n8n.partnerlinks.io/om1efg2qgvwi) 2. Connect Google Sheets with client data 3. Add your API key 4. Configure Google Gemini API credentials 5. Connect your Gmail account 6. Run manually or replace with a trigger (Cron/Webhook) 7. Test with sample client data

What It Does

This workflow automates the process of sending personalized financial emails to clients. It retrieves client information such as name, email, portfolio value and risk level from Google Sheets. At the same time, it fetches the latest market news and sentiment using an external API. This combined data helps create relevant and meaningful communication.

After collecting the data, the workflow filters only new clients who have not yet received emails. It performs basic validation to ensure important fields like email and portfolio value are present. This step acts as a safeguard to prevent errors during execution.

Finally, the workflow uses an AI model to generate a professional HTML email tailored to each client. The email is formatted, sent via Gmail with a delay to control sending rate and the client status is updated to "Sent" in Google Sheets to prevent duplicate communication.