Workflow overview
Why this workflow matters
Relevant for managed services and support workflows. Supports knowledge capture and document intelligence use cases.
Google Sheets + Twelve Data + Groq AI Stock Risk Alert Workflow > Smart Stock Risk Alerts in Minutes This workflow automatically reads your stock portfolio from Google Sheets, fetches real-time prices via API, calculates risk metrics (price drops and volatility) and sends AI-generated email alerts only when risks are detected. It helps you stay informed without being overwhelmed by unnecessary notifications. Quick Implementation Steps Connect your Google Sheets account and prepare your portfolio sheet. Add your Twelve Data API key in the HTTP Request node. Connect your Gmail account for sending alerts. Configure thresholds in the Edit Fields – Config & Thresholds node. Set up a Cron (Schedule Trigger) instead of manual execution. Run the workflow and monitor alerts. What It Does This workflow automates stock portfolio monitoring by combining spreadsheet data, real-time market prices and AI-powered summaries. It reads your portfolio data from Google Sheets and processes each stock by fetching its current market price through an external API. Once the data is enriched, the workflow calculates key risk indicators such as percentage price change and volatility. Based on predefined thresholds, it flags stocks that may require attention. Instead of sending raw data, it uses an AI model to generate a clean, human-readable summary. The workflow ensures efficiency by sending alerts only when necessary, reducing noise and helping you focus on meaningful risks. Who It's For Retail investors tracking personal portfolios Financial analysts monitoring stock risks Traders who want automated alerts Anyone using Google Sheets for stock tracking Users looking to integrate AI into financial workflows Requirements To use this workflow, you need: AlekSystem account (self-hosted or cloud) Google Sheets account** (OAuth2 connection required) Gmail account** (OAuth2 connection required) Twelve Data API key** (mandatory) Groq API access** (for AI summary generation) How It Works & Setup Guide Step 1: Prepare Google Sheets Use a sheet named: Portfolio Range: A:E Required columns (in order): | Column | Field Name | Description | |--------|-------------|-------------| | A | symbol | Stock ticker (e.g., AAPL) | | B | avg_price | Average purchase price | | C | quantity | Number of shares | | D | sector | Industry sector | | E | notes | Optional notes | Step 2: Connect Google Sheets Open Read Portfolio from Google Sheets node Authenticate using Google OAuth2 Ensure: Sheet ID is correct Range is set to Portfolio!A:E Step 3: Configure API (MANDATORY) ⚠️ This is a required setup step. The workflow will NOT work without it. Open Fetch Stock Prices node Update URL: Replace YOUR_API_KEY with your Twelve Data API key Step 4: Configure Email Alerts (MANDATORY) ⚠️ You must configure the recipient email manually. Open Send Risk Alert Notification node Set: sendTo → your email address Subject is already set: Daily Stock Risk Alert Step 5: Configure Thresholds Open Edit Fields – Config & Thresholds node Default values: drop_threshold = -5 → triggers alert if price drops ≥ 5% volatility_threshold = 3 → triggers alert if volatility ≥ 3% Adjust these based on your risk tolerance. Step 6: Enable Scheduling The workflow is designed for scheduled execution. Replace Manual Trigger with Cron Node Example schedule: Daily at 9 AM Every hour during market hours Step 7: Execute Workflow Run once manually for testing Activate workflow for automation How It Works (Flow Summary) Reads portfolio data from Google Sheets Adds configuration thresholds Loops through each stock Fetches real-time prices (with delay to avoid rate limits) Merges portfolio + price data Computes: Price change % Volatility Flags risky stocks Filters only flagged items Formats data into readable text Uses AI (Groq model) to generate summary Sends email alert How To Customize Nodes Edit Fields – Config & Thresholds** Adjust sensitivity of alerts Wait 8 Seconds Before request** Modify delay based on API rate limits Compute Risk Logic** Add new conditions (e.g., stop-loss, sector-based alerts) Generate Risk Summary** Customize prompt for different tone or format Send Risk Alert Notification** Change subject or email structure Add-ons (Extend This Workflow) Add Slack/Telegram alerts instead of email Store alerts in a database (PostgreSQL / Airtable) Add historical tracking & charts Integrate multiple APIs for redundancy Add portfolio performance analytics dashboard Enable multi-user alerts Use Case Examples Daily Portfolio Monitoring Automatically receive alerts for risky stocks each day Intraday Risk Tracking Run hourly to track sudden market movements High Volatility Detection Identify stocks with unstable price behavior Loss Prevention Alerts Get notified when stocks drop beyond safe thresholds Sector-Based Monitoring Track risk exposure across industries There can be many more use cases depending on how you customize thresholds and logic. Troubleshooting Guide | Issue | Possible Cause | Solution | |------|--------------|----------| | No data fetched from Google Sheets | Incorrect sheet ID or range | Verify Sheet ID and Portfolio!A:E | | API not returning prices | Missing API key | Add apikey in HTTP Request node | | Workflow stops unexpectedly | API rate limit | Increase wait time | | No email received | sendTo field empty | Add recipient email | | No alerts triggered | Thresholds too strict | Adjust drop/volatility values | | AI summary not generated | Groq API issue | Check API credentials | | Incorrect risk calculation | Data format issue | Ensure numeric values in sheet | Need Help? If you need assistance with: Setting up this workflow Customizing risk logic Adding advanced features Integrating additional APIs Building similar automation workflows We’re here to help! 👉 Contact our AlekSystem developes at WeblineIndia for expert support in building scalable, AI-powered automation solutions tailored to your needs.
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