{ "id": "vhfHESk9Lyu0bQwH", "meta": { "templateCredsSetupCompleted": true }, "name": "Client Onboarding Form \u2192 Profile Summary", "tags": [], "nodes": [ { "id": "59d0e6c0-3a20-4543-bc63-9dd7c17d8f26", "name": "Sticky Note1", "type": "n8n-nodes-base.stickyNote", "position": [ -1056, -688 ], "parameters": { "width": 752, "height": 608, "content": "## Workflow Overview: Investor Profiler\nThis workflow automates the transition from **lead capture to financial strategy**. It enriches client onboarding data with **real-time market insights**, ensuring every recommendation is data-driven, consistent and delivered with professional precision while maintaining real-time team visibility.\n\n\n## How it works\nNew data from the **New Onboarding Submission** node passes through a **Rate Limit Control** node to manage execution. The workflow then fetches live market data using **Fetch Market Data**, processes key values like price and change and derives insights such as trend and volatility through **Generate Market Insights**. In parallel, client data is analyzed by the **Analyze Investor Profile** node using AI. The response is structured via the **Profile Data Parser**, mapped through **Prepare CRM Mapping** and stored in Google Sheets using **Update CRM**. Finally, a **Slack Notification** is sent for real-time visibility and a **Send Welcome Email** delivers the personalized investment strategy to the client.\n\n## Setup steps\n**New Onboarding Submission**: Link your Google Sheet and select the Get Rows trigger. \n**Rate Limit Control**: Set max items (e.g., 1) to control execution and avoid API limits. \n**Fetch Market Data**: Configure your market API (e.g., Alpha Vantage) with correct query parameters. \n**Process Market Data**: Normalize API response fields such as price, change and percentage change. \n**Generate Market Insights**: Use a Function node to derive trend and volatility from market data. \n**Analyze Investor Profile**: Ensure your Groq API key is active. Reference fields using expressions like `{{ $json[\"Income\"] }}` and include market data if needed. \n**Profile Data Parser**: Match the schema exactly with AI output to ensure proper structuring. \n**Prepare CRM Mapping**: Map all required fields for storage. \n**Update CRM**: Set operation to Append or Update and configure your destination sheet. \n**Slack Notification**: Connect your Slack account and map fields for real-time alerts. \n**Send Welcome Email**: Customize the message using AI-generated insights." }, "typeVersion": 1 }, { "id": "7b366d7d-d2c3-42af-9b81-a4cc9f047410", "name": "Analyze Investor Profile", "type": "@n8n/n8n-nodes-langchain.chainLlm", "position": [ 560, 256 ], "parameters": { "text": "=You are an expert financial advisor and portfolio strategist.\n\nAnalyze the client profile along with current market conditions to generate a personalized investment recommendation.\n\nClient Data:\nName: {{ $('Rate Limit Control').item.json.Name }}\nEmail: {{ $('Rate Limit Control').item.json.Email }}\nAge: {{ $('Rate Limit Control').item.json.Age }}\nIncome: {{ $('Rate Limit Control').item.json.Income }}\nRisk Appetite: {{ $('Rate Limit Control').item.json['Risk Appetite '] }}\n\nMarket Data:\nMarket Trend: {{ $json.marketTrend }}\nVolatility: {{ $json.volatility }}\nMarket Change: {{ $json.marketChangePercent }}\n\nInstructions:\n- Classify the investor into a clear risk category (Low, Medium, High)\n- Align the strategy with BOTH client risk appetite AND market conditions\n- Be practical and realistic (like a real financial advisor)\n- Keep the output concise but insightful\n\nReturn your response in the following JSON-friendly format:\n\nInvestor Profile: [2\u20133 line summary of the client]\nRisk Category: [Low/Medium/High]\nSuggested Approach: [Personalized investment strategy considering market trend]\nPortfolio Allocation: [Equity %, Debt %, Gold %]\nMarket Insight: [1-line explanation of current market condition]", "batching": {}, "promptType": "define", "hasOutputParser": true }, "retryOnFail": true, "typeVersion": 1.8 }, { "id": "1d9a9359-14e0-4a86-b353-2b87d2f03f35", "name": "Profile Data Parser", "type": "@n8n/n8n-nodes-langchain.outputParserStructured", "onError": "continueRegularOutput", "position": [ 720, 464 ], "parameters": { "autoFix": true, "schemaType": "manual", "inputSchema": "{\n \"type\": \"object\",\n \"properties\": {\n \"Investor Profile\": {\n \"type\": \"string\"\n },\n \"Risk Category\": {\n \"type\": \"string\"\n },\n \"Suggested Approach\": {\n \"type\": \"string\"\n },\n \"Portfolio Allocation\": {\n \"type\": \"object\",\n \"properties\": {\n \"Equity\": { \"type\": \"string\" },\n \"Debt\": { \"type\": \"string\" },\n \"Gold\": { \"type\": \"string\" }\n }\n },\n \"Market Insight\": {\n \"type\": \"string\"\n }\n }\n}" }, "retryOnFail": true, "typeVersion": 1.3 }, { "id": "7607fba0-75c2-45a0-ab1c-73a02cce27ee", "name": "Prepare CRM Mapping", "type": "n8n-nodes-base.set", "position": [ 1152, 256 ], "parameters": { "options": {}, "assignments": { "assignments": [ { "id": "2464ffb0-5ad6-487d-896b-2ccce4e879d8", "name": "Timestamp", "type": "string", "value": "={{ $('New Onboarding Submission').item.json.Timestamp }}" }, { "id": "e929d824-64df-4884-b902-0b52e55ec9fc", "name": "Name", "type": "string", "value": "={{ $('New Onboarding Submission').item.json.Name }}" }, { "id": "8cc7eb62-af62-409c-bd0a-b872ee2c4582", "name": "Age", "type": "number", "value": "={{ $('New Onboarding Submission').item.json.Age }}" }, { "id": "4879523c-1d9b-46c8-bb77-2fe18bc0f689", "name": "Income", "type": "number", "value": "={{ $('New Onboarding Submission').item.json.Income }}" }, { "id": "666b014d-b2d3-4710-a2e3-103a19695563", "name": "Profile Summary", "type": "string", "value": "={{ $json.output['Investor Profile'] }}" }, { "id": "72260fb1-+1234567890cd1b0db4c5", "name": "Risk Category", "type": "string", "value": "={{ $json.output['Risk Category'] }}" }, { "id": "3dfac793-d43c-4280-8e69-e3993dab4326", "name": "Strategy", "type": "string", "value": "={{ $json.output['Suggested Approach'] }}" }, { "id": "277418dd-58fa-463d-89c7-f8ff821f5c7e", "name": "Email", "type": "string", "value": "={{ $('New Onboarding Submission').item.json.Email }}" } ] } }, "typeVersion": 3.4 }, { "id": "ff615a23-530a-499f-94a9-90d2ee8d8370", "name": "Update CRM", "type": "n8n-nodes-base.googleSheets", "position": [ 1360, 256 ], "parameters": { "columns": { "value": { "Age": "={{ $json.Age }}", "Name": "={{ $json.Name }}", "Email": "={{ $json.Email }}", "Income": "={{ $json.Income }}", "Strategy": "={{ $json.Strategy }}", "Timestamp": "={{ $json.Timestamp }}", "Risk Category": "={{ $json[\"Risk Category\"] }}", "Profile Summary": "={{ $json['Profile Summary'] }}" }, "schema": [ { "id": "Timestamp", "type": "string", "display": true, "removed": false, "required": false, "displayName": "Timestamp", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Name", "type": "string", "display": true, "required": false, "displayName": "Name", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Email", "type": "string", "display": true, "required": false, "displayName": "Email", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Age", "type": "string", "display": true, "required": false, "displayName": "Age", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Income", "type": "string", "display": true, "required": false, "displayName": "Income", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Profile Summary", "type": "string", "display": true, "required": false, "displayName": "Profile Summary", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Risk Category", "type": "string", "display": true, "required": false, "displayName": "Risk Category", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Strategy", "type": "string", "display": true, "required": false, "displayName": "Strategy", "defaultMatch": false, "canBeUsedToMatch": true } ], "mappingMode": "defineBelow", "matchingColumns": [ "Timestamp" ], "attemptToConvertTypes": false, "convertFieldsToString": false }, "options": {}, "operation": "appendOrUpdate", "sheetName": { "__rl": true, "mode": "list", "value": "gid=0", "cachedResultUrl": "https://docs.google.com/spreadsheets/d/15ysUfMTPzHjPxweQ3b1Po4WzVAHsSiKml8FAcDGqn8U/edit#gid=0", "cachedResultName": "Sheet1" }, "documentId": { "__rl": true, "mode": "id", "value": "15ysUfMTPzHjPxweQ3b1Po4WzVAHsSiKml8FAcDGqn8U" } }, "credentials": { "googleSheetsOAuth2Api": { "name": "" } }, "typeVersion": 4.7 }, { "id": "ebd47c34-04e6-486c-b5e5-5f50a70d0f2c", "name": "Groq (gpt-oss-120b)", "type": "@n8n/n8n-nodes-langchain.lmChatGroq", "position": [ 560, 480 ], "parameters": { "model": "openai/gpt-oss-120b", "options": {} }, "credentials": { "groqApi": { "name": "" } }, "typeVersion": 1 }, { "id": "7be37211-5f08-4e84-819c-d5182d993328", "name": "Send Welcome Email", "type": "n8n-nodes-base.gmail", "position": [ 1632, 176 ], "parameters": { "sendTo": "={{ $json.Email }}", "message": "=\n\n\n \n\n```\n\n \n \n \n \n \n\n \n \n \n \n\n \n \n \n \n\n \n \n \n \n\n \n \n \n \n\n \n \n \n \n\n
\n

Your Investment Strategy Report

\n

Hi {{ $json.Name }},

\n

Thank you for completing your onboarding. Based on your profile and current market conditions, here is your personalized investment plan:

\n
\n

Risk Assessment

\n

Risk Category: {{ $('Analyze Investor Profile').item.json.output['Risk Category'] }}

\n
\n

Recommended Strategy

\n

{{ $('Analyze Investor Profile').item.json.output['Suggested Approach'] }}

\n
\n

Suggested Portfolio Allocation

\n
    \n
  • Equity: {{ $('Analyze Investor Profile').item.json.output['Portfolio Allocation'].Equity }}
    • \n
  • Debt:{{ $('Analyze Investor Profile').item.json.output['Portfolio Allocation'].Debt }}
    • \n
  • Gold: {{ $('Analyze Investor Profile').item.json.output['Portfolio Allocation'].Gold }}
    • \n
\n
\n

Market Insight

\n

{{ $('Analyze Investor Profile').item.json.output['Market Insight'] }}

\n
\n

\n This strategy is tailored specifically for you. Our team will reach out shortly to help you take the next steps.\n

\n\n

\n Regards,
\n Your Advisory Team\n

\n
\n```\n\n \n\n", "options": { "ccList": "" }, "subject": "=Your Personalized Investment Strategy - {{ $json.Name }}" }, "credentials": { "gmailOAuth2": { "name": "" } }, "typeVersion": 2.2 }, { "id": "1ddcd899-d79f-4968-a077-4c63e2ec547d", "name": "Sticky Note", "type": "n8n-nodes-base.stickyNote", "position": [ -1024, 128 ], "parameters": { "color": 7, "width": 640, "height": 304, "content": "## Trigger & Input Capture \nCapture new client onboarding data from Google Sheets in real time. Apply a limit to control workflow execution and prevent excessive API usage during high submission volumes." }, "typeVersion": 1 }, { "id": "aec6a8ca-f6e9-4ffe-b791-a2f7093ebd41", "name": "Sticky Note2", "type": "n8n-nodes-base.stickyNote", "position": [ 480, 112 ], "parameters": { "color": 7, "width": 496, "height": 496, "content": "## AI Profile Analysis & Structuring\nAnalyze client details alongside real-time market insights to generate an investor profile, risk category, personalized strategy, portfolio allocation and market outlook. Structure the response into JSON for consistent, reliable downstream processing and automation." }, "typeVersion": 1 }, { "id": "c36d550d-2024-480f-8054-dbfe19886b5c", "name": "Sticky Note3", "type": "n8n-nodes-base.stickyNote", "position": [ 1088, 48 ], "parameters": { "color": 7, "width": 912, "height": 512, "content": "## Data Mapping, Storage & Communication\nMap AI insights with client data, store the enriched profile in Google Sheets and trigger multi-channel communication. A personalized welcome email is sent to the client with their investment strategy, while a Slack notification alerts your team in real time about the new onboarding, ensuring visibility, faster follow-ups and a seamless client experience." }, "typeVersion": 1 }, { "id": "78ea63a4-89c2-4a4d-b6a7-8e33d634d1eb", "name": "Rate Limit Control", "type": "n8n-nodes-base.limit", "position": [ -608, 256 ], "parameters": { "keep": "lastItems" }, "typeVersion": 1 }, { "id": "55f0f02e-994e-409c-aaf3-b7e9c9df0eea", "name": "Slack Notification", "type": "n8n-nodes-base.slack", "position": [ 1632, 352 ], "parameters": { "text": "=New Client Onboarded\n\nName: {{ $json.Name }}\nEmail: {{ $json.Email }}\nIncome: {{ $json.Income }}\n\nRisk Category: {{ $('Analyze Investor Profile').item.json.output['Risk Category'] }}\n\nInvestor Profile:\n{{ $('Analyze Investor Profile').item.json.output['Investor Profile'] }}\n\nStrategy:\n{{ $('Analyze Investor Profile').item.json.output['Suggested Approach'] }}\n\nMarket Insight:\n{{ $('Analyze Investor Profile').item.json.output['Market Insight'] }}\n\nPortfolio Allocation:\nEquity: {{ $('Analyze Investor Profile').item.json.output['Portfolio Allocation'].Equity }}\nDebt: {{ $('Analyze Investor Profile').item.json.output['Portfolio Allocation'].Debt }}\nGold: {{ $('Analyze Investor Profile').item.json.output['Portfolio Allocation'].Gold }}\n\nStatus: Analysis completed successfully", "select": "channel", "channelId": { "__rl": true, "mode": "list", "value": "C0AQS47TGQ0", "cachedResultName": "all-dropbox-note-sync" }, "otherOptions": {} }, "credentials": { "slackApi": { "name": "" } }, "typeVersion": 2.4 }, { "id": "0515fb4b-4a5b-4e2c-a3e6-28fa49e937a3", "name": "New Onboarding Submission", "type": "n8n-nodes-base.googleSheets", "position": [ -784, 256 ], "parameters": { "options": {}, "sheetName": { "__rl": true, "mode": "list", "value": 154765901, "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1si3ETJVqSgxCyfFvCnVgzBjWivf43y6clPxRrms39Hc/edit#gid=154765901", "cachedResultName": "Form Responses 1" }, "documentId": { "__rl": true, "mode": "id", "value": "1si3ETJVqSgxCyfFvCnVgzBjWivf43y6clPxRrms39Hc" } }, "credentials": { "googleSheetsOAuth2Api": { "name": "" } }, "typeVersion": 4.7 }, { "id": "a7475621-0e93-43d4-b43e-99d7d0fdea6b", "name": "Start Workflow", "type": "n8n-nodes-base.manualTrigger", "position": [ -976, 256 ], "parameters": {}, "typeVersion": 1 }, { "id": "ebea27b5-bf23-40d4-938c-2e359cfa4f07", "name": "Fetch Market Data", "type": "n8n-nodes-base.httpRequest", "position": [ -240, 256 ], "parameters": { "url": "https://www.alphavantage.co/query", "options": {}, "sendQuery": true, "queryParameters": { "parameters": [ { "name": "function", "value": "GLOBAL_QUOTE" }, { "name": "symbol", "value": "RELIANCE.BSE" }, { "name": "apikey" } ] } }, "typeVersion": 4.3 }, { "id": "8af6b16d-e2ae-4306-bd97-2411d6c50888", "name": "Process Market Data", "type": "n8n-nodes-base.code", "position": [ -32, 256 ], "parameters": { "jsCode": "const data = $json[\"Global Quote\"];\n\nconst price = parseFloat(data[\"05. price\"]);\nconst change = parseFloat(data[\"09. change\"]);\nconst changePercent = data[\"10. change percent\"];\n\nlet trend = \"Neutral\";\n\nif (change > 0) trend = \"Bullish\";\nif (change < 0) trend = \"Bearish\";\n\nreturn [{\n ...$json,\n marketPrice: price,\n marketChange: change,\n marketChangePercent: changePercent,\n marketTrend: trend\n}];" }, "typeVersion": 2 }, { "id": "7cbcfdd6-82c8-4ef7-8d36-de872910f894", "name": "Generate Market Insights", "type": "n8n-nodes-base.code", "position": [ 176, 256 ], "parameters": { "jsCode": "const data = $json[\"Global Quote\"];\n\nconst price = parseFloat(data[\"05. price\"]);\nconst change = parseFloat(data[\"09. change\"]);\nconst changePercent = parseFloat(data[\"10. change percent\"]);\n\nlet trend = \"Neutral\";\nif (change > 0) trend = \"Bullish\";\nif (change < 0) trend = \"Bearish\";\n\n// Volatility\nlet volatility = \"Low\";\nif (Math.abs(changePercent) > 1) volatility = \"High\";\nelse if (Math.abs(changePercent) > 0.5) volatility = \"Medium\";\n\n// Strategy + Allocation\nlet strategy = \"\";\nlet allocation = {};\n\nif (trend === \"Bullish\" && volatility === \"Low\") {\n strategy = \"Stable growth investing\";\n allocation = { Equity: \"70%\", Debt: \"20%\", Gold: \"10%\" };\n} else if (trend === \"Bullish\" && volatility === \"High\") {\n strategy = \"Aggressive growth investing\";\n allocation = { Equity: \"80%\", Debt: \"10%\", Gold: \"10%\" };\n} else if (trend === \"Bearish\") {\n strategy = \"Defensive investing (capital protection)\";\n allocation = { Equity: \"40%\", Debt: \"40%\", Gold: \"20%\" };\n} else {\n strategy = \"Balanced investing\";\n allocation = { Equity: \"60%\", Debt: \"30%\", Gold: \"10%\" };\n}\n\nreturn [{\n ...$json,\n marketPrice: price,\n marketChange: change,\n marketChangePercent: changePercent + \"%\",\n marketTrend: trend,\n volatility,\n recommendedStrategy: strategy,\n allocation\n}];" }, "typeVersion": 2 }, { "id": "c73da9f1-a57c-4bc7-8ec6-338b2ac5bd9c", "name": "Sticky Note4", "type": "n8n-nodes-base.stickyNote", "position": [ -304, 128 ], "parameters": { "color": 7, "width": 672, "height": 304, "content": "## Market Data Enrichment & Intelligence\nFetch real-time market data via API, process and normalize key values, then generate actionable insights such as trend, volatility and strategy. This ensures every client recommendation is context-aware and aligned with current market conditions." }, "typeVersion": 1 } ], "active": false, "settings": { "availableInMCP": false, "executionOrder": "v1" }, "versionId": "177f7c67-7aaa-4cc8-96dd-77ff45d6a098", "connections": { "Update CRM": { "main": [ [ { "node": "Send Welcome Email", "type": "main", "index": 0 }, { "node": "Slack Notification", "type": "main", "index": 0 } ] ] }, "Start Workflow": { "main": [ [ { "node": "New Onboarding Submission", "type": "main", "index": 0 } ] ] }, "Fetch Market Data": { "main": [ [ { "node": "Process Market Data", "type": "main", "index": 0 } ] ] }, "Rate Limit Control": { "main": [ [ { "node": "Fetch Market Data", "type": "main", "index": 0 } ] ] }, "Send Welcome Email": { "main": [ [] ] }, "Groq (gpt-oss-120b)": { "ai_languageModel": [ [ { "node": "Analyze Investor Profile", "type": "ai_languageModel", "index": 0 }, { "node": "Profile Data Parser", "type": "ai_languageModel", "index": 0 } ] ] }, "Prepare CRM Mapping": { "main": [ [ { "node": "Update CRM", "type": "main", "index": 0 } ] ] }, "Process Market Data": { "main": [ [ { "node": "Generate Market Insights", "type": "main", "index": 0 } ] ] }, "Profile Data Parser": { "ai_outputParser": [ [ { "node": "Analyze Investor Profile", "type": "ai_outputParser", "index": 0 } ] ] }, "Analyze Investor Profile": { "main": [ [ { "node": "Prepare CRM Mapping", "type": "main", "index": 0 } ] ] }, "Generate Market Insights": { "main": [ [ { "node": "Analyze Investor Profile", "type": "main", "index": 0 } ] ] }, "New Onboarding Submission": { "main": [ [ { "node": "Rate Limit Control", "type": "main", "index": 0 } ] ] } } }