Smart Investor Profiling and Reporting Workflow automates financial onboarding using n8n, Google Sheets, Alpha Vantage, Groq AI, Slack and Gmail. It analyzes investor profiles, combines market insights, generates personalized investment strategies, updates CRM records and sends automated client reports for financial advisors and fintech teams.

Automate weekly investment reports with this n8n workflow. Read client portfolio data from Google Sheets, calculate profit and growth, generate AI-powered portfolio summaries, email professional HTML reports via Gmail and update report status automatically. Perfect for financial advisors, portfolio managers and client reporting automation.

Monitor your stock portfolio automatically with this n8n workflow. Fetch real-time prices using Twelve Data, calculate risk metrics like price drops and volatility, generate AI-powered risk summaries with Groq and send email alerts only when action is needed. Ideal for investors, traders and financial automation.

Smart Client Email Automation using n8n, Google Sheets, Gemini AI and Gmail. Automatically generates personalized financial emails using client portfolio data and live market news, sends them via Gmail and updates Google Sheets to prevent duplicate emails.

AI Fraud Detection Workflow using n8n, PostgreSQL, OpenAI and Slack. Automatically analyzes user activity, detects suspicious behavior with rule-based and AI-powered risk analysis, stores fraud events in PostgreSQL and sends real-time alerts for high-risk security incidents.

LeadFlow AI is an n8n workflow that captures leads via webhook, validates and deduplicates them, uses OpenAI to score and summarize lead intent, then stores high-quality leads in Airtable and sends instant Slack notifications for faster sales follow-up.

Stock News Sentiment Automation using n8n, Google Gemini AI, Google Sheets and Gmail. Automatically fetches daily stock market news, analyzes sentiment, calculates impact scores, sends email alerts for high-impact news and stores structured results for market monitoring and trading insights.

AI Meeting Intelligence System using n8n, Zoom, OpenAI GPT-4o, Whisper and Supabase. Automatically transcribes Zoom meetings, extracts summaries, decisions and action items, stores meeting knowledge with RAG and sends AI-generated meeting reports by email.

Automated GitLab Release Management workflow built with n8n, GitLab, Jira, and Slack. Detects Git tags, validates semantic versions, generates release notes from commits, creates Jira QA tasks, and sends release notifications to Dev and QA teams.

AI-powered Client Meeting Notes Extractor built with n8n, OpenAI, Google Sheets, and Gmail. Automatically analyzes meeting notes, extracts action items, follow-ups, risks, and key insights, stores structured results, sends summary emails, and prevents duplicate processing.