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Commodity Portfolio Tracker using AlekSystem, Google Sheets, Gemini AI & Gmail Alerts This workflow automatically monitors a commodity portfolio stored in Google Sheets, compares actual allocation against predefined targets, detects deviations and sends intelligent rebalance alerts via email using Gemini AI. It also logs every run (success, failure or no action) into a tracking sheet for audit purposes. Quick Implementation Steps Connect Google Sheets, Gmail and Gemini credentials in your AlekSystem account Add holdings data in Google Sheets Configure targets in "Workflow Settings" node Create rebalance_log sheet with required columns Test workflow → Activate schedule What It Does This workflow acts as an automated portfolio monitoring system specifically designed for commodity-based investments such as Gold, Silver, Oil, Copper and Natural Gas. It reads portfolio holdings using the Read Holdings node and combines them with configuration from the Workflow Settings node. The workflow validates data through Validate Portfolio Data, calculates allocation via Calculate Portfolio Allocation and identifies deviations using Detect Portfolio Drift. If deviations exceed limits, Classify Alert Severity determines how critical the situation is. Finally, Build Alert Prompt and Generate Alert Message (Gemini AI) create a human-readable alert, which is processed in Prepare Alert Payload, sent via Send Rebalance Email and logged using Log Sent Alert, Log Validation Failure or Log No Action depending on the outcome. Who It's For Financial advisors managing client portfolios Individual investors tracking commodity allocations Portfolio managers looking for automation FinTech developers building advisory tools Anyone who wants rule-based rebalancing alerts Requirements AlekSystem account (cloud or self-hosted) Google Sheets account (for holdings + logs) Gmail account (for sending alerts) Google Gemini API credentials Basic understanding of AlekSystem nodes and workflows How It Works & Setup Instructions Step 1: Prepare Google Sheets Create two sheets: Holdings Sheet Columns example: asset, units, price, current_value, last_updated Log Sheet (rebalance_log) Columns: run_date,total_value,rebalance_needed,severity,affected_assets,alert_sent,summary,reason_skipped Step 2: Configure Workflow Settings Node Update values inside Workflow Settings node: Target allocation (must sum to 100) Min/Max ranges Alert email Severity thresholds Currency Step 3: Connect Credentials Google Sheets → used in Read Holdings, Log Sent Alert, Log Validation Failure, Log No Action Gmail → used in Send Rebalance Email Gemini → used in Generate Alert Message Step 4: Workflow Execution Flow (Node-by-Node) Schedule Trigger starts the workflow Read Holdings fetches portfolio data Workflow Settings provides configuration Synchronize Inputs merges both sources Prepare Portfolio Context structures the data Validate Portfolio Data ensures correctness Check Validation Status routes valid/invalid data Calculate Portfolio Allocation computes percentages Detect Portfolio Drift identifies deviations Check Rebalance Requirement decides action path Classify Alert Severity assigns severity level Build Alert Prompt prepares AI input Generate Alert Message creates final message Merge Alert Data combines AI + data Prepare Alert Payload formats output Send Rebalance Email sends alert Log Sent Alert / Log No Action / Log Validation Failure store results How To Customize Nodes Workflow Settings**: Change targets, thresholds, email Schedule Trigger**: Modify frequency (hourly/daily/weekly) Gemini Node**: Adjust tone of alert messages Email Node**: Add CC/BCC or change format Code Nodes**: Customize calculation logic (e.g., percentage vs amount-based rebalancing) Add-ons Slack integration for high severity alerts Dashboard visualization using Google Data Studio Multi-client portfolio support Real-time price API integration (NSE, Alpha Vantage, etc.) Risk scoring system for portfolios Use Case Examples Daily monitoring of commodity portfolios Automated advisory alerts for wealth managers DIY investor portfolio tracking system Risk management for diversified assets Audit trail for compliance and reporting There can be many more variations of this workflow depending on business needs. Troubleshooting Guide | Issue | Possible Cause | Solution | | ----------------------- | ----------------------- | ----------------------------------------------- | | No columns found | Sheet missing headers | Add header row in first row | | Undefined values in log | Wrong node connection | Connect from payload node instead of email node | | Email not sent | Gmail credentials issue | Reconnect Gmail account | | AI output empty | Prompt or API issue | Check Gemini node input | | Validation failed | Incorrect data format | Fix holdings sheet values | Need Help If you need assistance setting up this workflow, customizing features or building automation solutions, feel free to reach out to our AlekSystem experts at WeblineIndia. We can help you: Customize workflows for your business Integrate advanced AI capabilities Build scalable automation systems Develop end-to-end FinTech solutions Get in touch to turn your ideas into production-ready workflows.
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