Answer wealth management portfolio questions with Google Sheets, live prices and Google Gemini Workflow Solution

Workflow overview

Why this workflow matters

Helpful for business development and pipeline building. Improves internal consulting operations and productivity.

(Wealth Management) Client Question → Instant Answer Assistant (AlekSystem + Google Sheets + AI + API) This workflow allows users to ask portfolio-related questions in a simple format (C001: your question). It validates the input, fetches client data and holdings from Google Sheets, retrieves live market prices via API, calculates portfolio performance and generates a short AI-powered response. Quick Implementation Steps Connect Google Sheets (clients, holdings, interaction_logs) Configure Get Live Prices API endpoint Add credentials for Generate AI Answer (Google Gemini) Ensure input format: C001: your question Run test cases (valid + invalid inputs) What It Does This workflow acts as an intelligent financial assistant that responds to client portfolio queries in real time. It starts by receiving a chat message through the When chat message received node and processes it using Parse Client Message to extract the client ID and question. Once validated, it retrieves client details using Get Client Profile and portfolio holdings via Get Client Holdings. It then fetches live stock prices through the Get Live Prices API and merges all data using Merge Portfolio Data to compute metrics like invested value, current value, profit/loss and returns. Finally, the workflow builds a structured prompt in Build AI Prompt and generates a concise response using Generate AI Answer, ensuring the reply is accurate, controlled and based only on available data. Who Can Use This Workflow Financial advisors managing multiple client portfolios Wealth management platforms Fintech developers building AI-driven assistants Anyone looking to automate portfolio Q&A workflows Requirements AlekSystem (self-hosted or cloud) Google Sheets account with: clients sheet holdings sheet interaction_logs sheet Live price API endpoint (used in Get Live Prices) Google Gemini API credentials (used in Generate AI Answer) How It Works & Setup Guide 1. Trigger & Input Parsing When chat message received** receives input Parse Client Message** extracts: client_id question IF Valid Input?** validates format If invalid: Build Invalid Input Response** Log Invalid Input** Return Invalid Response** 2. Client & Holdings Lookup Get Client Profile** fetches client details IF Client Found?** ensures existence Get Client Holdings** retrieves holdings Prepare Symbols** extracts stock symbols IF Holdings Found?** validates data Failure handling: Build Client Not Found Response** Build No Holdings Response** 3. Market Data Fetching Get Live Prices** calls external API Normalize Price Response** standardizes output IF Price API Worked?** validates API success Failure handling: Build API Failed Response** 4. Portfolio Calculation Merge Portfolio Data** computes: Invested amount Current value P&L Return % Best performer Weakest performer Missing prices 5. Market Context (Optional Enhancement) Get Market Context** Attach Market Context** Adds optional insights like: Nifty/Sensex movement Market tone 6. AI Response Generation Build AI Prompt** creates structured prompt Generate AI Answer** generates response Extract AI Answer** extracts clean reply 7. Final Output Final response includes: Client ID Question AI reply Status Timestamp How To Customize Nodes Parse Client Message** Modify input format rules Get Live Prices** Replace with another API (Alpha Vantage, Twelve Data, etc.) Merge Portfolio Data** Add more financial metrics (CAGR, allocation %, etc.) Build AI Prompt** Change tone (formal, advisory, aggressive) Generate AI Answer** Replace Gemini with Hugging Face / OpenAI models Add-Ons (Enhancements) Add Slack notifications for responses Save AI replies to CRM Add email delivery for clients Implement caching for price API Add retry logic for API failures Support multi-client batch processing Use Case Examples Client asks: “C001: How is my portfolio performing?” Advisor checks: “C002: Which stock is my top performer?” User queries: “C003: Why is my portfolio down?” Daily automated portfolio summary generation Integration with chatbot for real-time advisory There can be many more use cases depending on how this workflow is extended. Troubleshooting Guide | Issue | Possible Cause | Solution | |------|--------------|---------| | Invalid input error | Wrong format | Use C001: your question | | Client not found | Missing in sheet | Check clients sheet | | No holdings found | Empty data | Verify holdings sheet | | API failed | Endpoint issue | Check API URL or timeout | | AI reply empty | Model issue | Verify API credentials | | Incorrect calculations | Missing price data | Check API response | 🤝 Need Help? If you need help setting up this workflow, customizing nodes or building advanced automation solutions, feel free to reach out. For professional support, custom workflow development or enterprise-grade automation, contact our AlekSystem workflow developers at WeblineIndia. We help businesses build scalable and intelligent automation systems tailored to their needs.

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