Cheng Siong Chin This workflow corresponds to n8n.io template #12092 — we link there as the canonical source.
This workflow follows the Agent → Gmail recipe pattern — see all workflows that pair these two integrations.
The workflow JSON
Copy or download the full n8n JSON below. Paste it into a new n8n workflow, add your credentials, activate. Full import guide →
{
"id": "GucZHJuMgQFWIX3W",
"meta": {
"templateCredsSetupCompleted": true
},
"name": "AI Qwen-Max Investor Portfolio Risk & Compliance Dashboard",
"tags": [],
"nodes": [
{
"id": "26bb315e-bf10-4202-9e9f-02529aea4abd",
"name": "Schedule Trigger",
"type": "n8n-nodes-base.scheduleTrigger",
"position": [
-928,
400
],
"parameters": {
"rule": {
"interval": [
{
"triggerAtHour": 6
}
]
}
},
"typeVersion": 1.3
},
{
"id": "a946902a-a034-4d5d-a036-14d3f72b16e3",
"name": "Workflow Configuration",
"type": "n8n-nodes-base.set",
"position": [
-704,
400
],
"parameters": {
"options": {},
"assignments": {
"assignments": [
{
"id": "id-1",
"name": "financialApiUrl",
"type": "string",
"value": "<__PLACEHOLDER_VALUE__Financial Data API Endpoint URL__>"
},
{
"id": "id-2",
"name": "operationalApiUrl",
"type": "string",
"value": "<__PLACEHOLDER_VALUE__Operational Data API Endpoint URL__>"
},
{
"id": "id-3",
"name": "legalApiUrl",
"type": "string",
"value": "<__PLACEHOLDER_VALUE__Legal Data API Endpoint URL__>"
},
{
"id": "id-4",
"name": "insuranceApiUrl",
"type": "string",
"value": "<__PLACEHOLDER_VALUE__Insurance Data API Endpoint URL__>"
},
{
"id": "id-5",
"name": "regulatoryApiUrl",
"type": "string",
"value": "<__PLACEHOLDER_VALUE__Regulatory Data API Endpoint URL__>"
},
{
"id": "id-6",
"name": "correctionWorkflowUrl",
"type": "string",
"value": "<__PLACEHOLDER_VALUE__Correction Workflow Webhook URL__>"
},
{
"id": "id-7",
"name": "investorEmails",
"type": "string",
"value": "<__PLACEHOLDER_VALUE__Comma-separated investor email addresses__>"
},
{
"id": "id-8",
"name": "slackChannel",
"type": "string",
"value": "<__PLACEHOLDER_VALUE__Slack channel ID for alerts__>"
},
{
"id": "id-9",
"name": "riskThreshold",
"type": "number",
"value": 70
}
]
},
"includeOtherFields": true
},
"typeVersion": 3.4
},
{
"id": "d2cef0dd-9c35-4907-8a1a-622df337c2ee",
"name": "Fetch Financial Data",
"type": "n8n-nodes-base.httpRequest",
"position": [
-480,
16
],
"parameters": {
"url": "={{ $('Workflow Configuration').first().json.financialApiUrl }}",
"options": {}
},
"typeVersion": 4.3
},
{
"id": "416e61b3-3712-42c3-bd7e-3f98b35ccc1a",
"name": "Fetch Operational Data",
"type": "n8n-nodes-base.httpRequest",
"position": [
-480,
208
],
"parameters": {
"url": "={{ $('Workflow Configuration').first().json.operationalApiUrl }}",
"options": {}
},
"typeVersion": 4.3
},
{
"id": "ab99328e-7f8b-4596-bb39-8e59054c30ce",
"name": "Fetch Legal Data",
"type": "n8n-nodes-base.httpRequest",
"position": [
-480,
400
],
"parameters": {
"url": "={{ $('Workflow Configuration').first().json.legalApiUrl }}",
"options": {}
},
"typeVersion": 4.3
},
{
"id": "05703848-ad9a-4c3b-93d7-41cb5bcfed0d",
"name": "Fetch Insurance Data",
"type": "n8n-nodes-base.httpRequest",
"position": [
-480,
592
],
"parameters": {
"url": "={{ $('Workflow Configuration').first().json.insuranceApiUrl }}",
"options": {}
},
"typeVersion": 4.3
},
{
"id": "75896017-68a2-4445-9943-e59295fb51e9",
"name": "Fetch Regulatory Data",
"type": "n8n-nodes-base.httpRequest",
"position": [
-480,
784
],
"parameters": {
"url": "={{ $('Workflow Configuration').first().json.regulatoryApiUrl }}",
"options": {}
},
"typeVersion": 4.3
},
{
"id": "c420708f-585f-428e-a571-77ddecb3e6ab",
"name": "Risk Assessment AI Agent",
"type": "@n8n/n8n-nodes-langchain.agent",
"position": [
-32,
112
],
"parameters": {
"text": "={{ $json }}",
"options": {
"systemMessage": "You are an expert risk assessment and compliance analyst for real estate investment portfolios.\n\nYour task is to:\n1. Analyze the consolidated financial, operational, legal, insurance, and regulatory data for each property\n2. Calculate risk scores (0-100, where 100 is highest risk) for each category:\n - Financial Risk: Cash flow issues, debt ratios, revenue trends\n - Operational Risk: Maintenance issues, occupancy rates, management quality\n - Legal Risk: Pending litigation, contract issues, zoning violations\n - Insurance Risk: Coverage gaps, claims history, policy expiration\n - Regulatory Risk: Code violations, permit issues, compliance gaps\n3. Calculate an overall risk score as a weighted average\n4. Identify specific compliance issues that require immediate attention\n5. Provide actionable recommendations to mitigate identified risks\n\nBe thorough, objective, and prioritize issues by severity and urgency."
},
"promptType": "define",
"hasOutputParser": true
},
"typeVersion": 3.1
},
{
"id": "4f4feb5a-f6ca-4c0c-8b85-4a67737a742f",
"name": "Risk Score Output Parser",
"type": "@n8n/n8n-nodes-langchain.outputParserStructured",
"position": [
144,
336
],
"parameters": {
"schemaType": "manual",
"inputSchema": "{\n\t\"type\": \"object\",\n\t\"properties\": {\n\t\t\"propertyId\": {\n\t\t\t\"type\": \"string\",\n\t\t\t\"description\": \"Unique identifier for the property\"\n\t\t},\n\t\t\"propertyName\": {\n\t\t\t\"type\": \"string\",\n\t\t\t\"description\": \"Name of the property\"\n\t\t},\n\t\t\"overallRiskScore\": {\n\t\t\t\"type\": \"number\",\n\t\t\t\"description\": \"Overall risk score from 0-100\"\n\t\t},\n\t\t\"financialRisk\": {\n\t\t\t\"type\": \"number\",\n\t\t\t\"description\": \"Financial risk score from 0-100\"\n\t\t},\n\t\t\"operationalRisk\": {\n\t\t\t\"type\": \"number\",\n\t\t\t\"description\": \"Operational risk score from 0-100\"\n\t\t},\n\t\t\"legalRisk\": {\n\t\t\t\"type\": \"number\",\n\t\t\t\"description\": \"Legal risk score from 0-100\"\n\t\t},\n\t\t\"insuranceRisk\": {\n\t\t\t\"type\": \"number\",\n\t\t\t\"description\": \"Insurance risk score from 0-100\"\n\t\t},\n\t\t\"regulatoryRisk\": {\n\t\t\t\"type\": \"number\",\n\t\t\t\"description\": \"Regulatory compliance risk score from 0-100\"\n\t\t},\n\t\t\"complianceIssues\": {\n\t\t\t\"type\": \"array\",\n\t\t\t\"items\": {\n\t\t\t\t\"type\": \"string\"\n\t\t\t},\n\t\t\t\"description\": \"List of identified compliance issues\"\n\t\t},\n\t\t\"recommendations\": {\n\t\t\t\"type\": \"array\",\n\t\t\t\"items\": {\n\t\t\t\t\"type\": \"string\"\n\t\t\t},\n\t\t\t\"description\": \"Recommended actions to mitigate risks\"\n\t\t}\n\t}\n}"
},
"typeVersion": 1.3
},
{
"id": "4913453b-8be0-4467-85c0-811ef3f891f7",
"name": "Check for High Risk or Compliance Issues",
"type": "n8n-nodes-base.if",
"position": [
320,
112
],
"parameters": {
"options": {},
"conditions": {
"options": {
"leftValue": "",
"caseSensitive": false,
"typeValidation": "loose"
},
"combinator": "or",
"conditions": [
{
"id": "id-1",
"operator": {
"type": "number",
"operation": "gte"
},
"leftValue": "={{ $('Risk Assessment AI Agent').item.json.overallRiskScore }}",
"rightValue": "={{ $('Workflow Configuration').first().json.riskThreshold }}"
},
{
"id": "id-2",
"operator": {
"type": "array",
"operation": "lengthGt"
},
"leftValue": "={{ $('Risk Assessment AI Agent').item.json.complianceIssues }}",
"rightValue": "0"
}
]
}
},
"typeVersion": 2.3
},
{
"id": "8d3a89c5-c57e-47ad-a48e-66d935d82751",
"name": "Generate Corrective Actions",
"type": "n8n-nodes-base.code",
"position": [
544,
128
],
"parameters": {
"jsCode": "const items = $input.all();\nconst correctionActions = [];\n\nfor (const item of items) {\n const data = item.json;\n \n const action = {\n propertyId: data.propertyId,\n propertyName: data.propertyName,\n overallRiskScore: data.overallRiskScore,\n urgency: data.overallRiskScore >= 80 ? 'critical' : 'high',\n complianceIssues: data.complianceIssues || [],\n recommendations: data.recommendations || [],\n timestamp: new Date().toISOString(),\n actionType: 'risk_mitigation'\n };\n \n correctionActions.push({ json: action });\n}\n\nreturn correctionActions;"
},
"typeVersion": 2
},
{
"id": "45fd94e8-035f-4b0e-a649-7e4e33e61122",
"name": "Trigger Correction Workflow",
"type": "n8n-nodes-base.httpRequest",
"position": [
768,
128
],
"parameters": {
"url": "={{ $('Workflow Configuration').first().json.correctionWorkflowUrl }}",
"method": "POST",
"options": {},
"jsonBody": "={{ $json }}",
"sendBody": true,
"specifyBody": "json"
},
"typeVersion": 4.3
},
{
"id": "b425b6cc-5f8e-4131-ba18-f575d2105b4c",
"name": "Format Report Data",
"type": "n8n-nodes-base.set",
"position": [
544,
320
],
"parameters": {
"options": {},
"assignments": {
"assignments": [
{
"id": "id-1",
"name": "reportTitle",
"type": "string",
"value": "Portfolio Risk & Compliance Report"
},
{
"id": "id-2",
"name": "reportDate",
"type": "string",
"value": "={{ $now.format('MMMM dd, yyyy') }}"
},
{
"id": "id-3",
"name": "propertyId",
"type": "string",
"value": "={{ $json.propertyId }}"
},
{
"id": "id-4",
"name": "propertyName",
"type": "string",
"value": "={{ $json.propertyName }}"
},
{
"id": "id-5",
"name": "overallRiskScore",
"type": "number",
"value": "={{ $json.overallRiskScore }}"
},
{
"id": "id-6",
"name": "riskLevel",
"type": "string",
"value": "={{ $json.overallRiskScore >= 80 ? 'Critical' : $json.overallRiskScore >= 60 ? 'High' : $json.overallRiskScore >= 40 ? 'Medium' : 'Low' }}"
},
{
"id": "id-7",
"name": "financialRisk",
"type": "number",
"value": "={{ $json.financialRisk }}"
},
{
"id": "id-8",
"name": "operationalRisk",
"type": "number",
"value": "={{ $json.operationalRisk }}"
},
{
"id": "id-9",
"name": "legalRisk",
"type": "number",
"value": "={{ $json.legalRisk }}"
},
{
"id": "id-10",
"name": "insuranceRisk",
"type": "number",
"value": "={{ $json.insuranceRisk }}"
},
{
"id": "id-11",
"name": "regulatoryRisk",
"type": "number",
"value": "={{ $json.regulatoryRisk }}"
},
{
"id": "id-12",
"name": "complianceIssues",
"type": "string",
"value": "={{ $json.complianceIssues.join(', ') }}"
},
{
"id": "id-13",
"name": "recommendations",
"type": "string",
"value": "={{ $json.recommendations.join(', ') }}"
}
]
}
},
"typeVersion": 3.4
},
{
"id": "752ec1eb-42c3-498e-9591-ac27f67f2d7f",
"name": "Send Report to Investors via Email",
"type": "n8n-nodes-base.gmail",
"position": [
768,
320
],
"parameters": {
"sendTo": "={{ $('Workflow Configuration').first().json.investorEmails }}",
"message": "=<h2>{{ $json.reportTitle }}</h2><p><strong>Report Date:</strong> {{ $json.reportDate }}</p><hr><h3>Property: {{ $json.propertyName }} ({{ $json.propertyId }})</h3><p><strong>Overall Risk Score:</strong> {{ $json.overallRiskScore }} - <span style=\"color: {{ $json.riskLevel === \"Critical\" ? \"red\" : $json.riskLevel === \"High\" ? \"orange\" : \"green\" }}\">{{ $json.riskLevel }}</span></p><h4>Risk Breakdown:</h4><ul><li>Financial Risk: {{ $json.financialRisk }}</li><li>Operational Risk: {{ $json.operationalRisk }}</li><li>Legal Risk: {{ $json.legalRisk }}</li><li>Insurance Risk: {{ $json.insuranceRisk }}</li><li>Regulatory Risk: {{ $json.regulatoryRisk }}</li></ul><h4>Compliance Issues:</h4><p>{{ $json.complianceIssues || \"None identified\" }}</p><h4>Recommendations:</h4><p>{{ $json.recommendations }}</p><hr><p><em>This is an automated report from your Portfolio Risk & Compliance AI Dashboard.</em></p>",
"options": {},
"subject": "=Portfolio Risk & Compliance Report - {{ $json.reportDate }}"
},
"credentials": {
"gmailOAuth2": {
"name": "<your credential>"
}
},
"typeVersion": 2.2
},
{
"id": "c2318ad6-30e6-4496-a257-ee19ffa4b4ae",
"name": "Send Alert to Slack",
"type": "n8n-nodes-base.slack",
"position": [
992,
128
],
"parameters": {
"text": "=:warning: *High Risk Alert - Corrective Action Triggered*\n\n*Property:* {{ $json.propertyName }} ({{ $json.propertyId }})\n*Risk Score:* {{ $json.overallRiskScore }}\n*Urgency:* {{ $json.urgency }}\n\n*Compliance Issues:*\n{{ $json.complianceIssues.join(\"\\n\") }}\n\n*Recommended Actions:*\n{{ $json.recommendations.join(\"\\n\") }}\n\n*Timestamp:* {{ $json.timestamp }}\n\nCorrection workflow has been triggered automatically.",
"select": "channel",
"channelId": {
"__rl": true,
"mode": "id",
"value": "={{ $('Workflow Configuration').first().json.slackChannel }}"
},
"otherOptions": {},
"authentication": "oAuth2"
},
"credentials": {
"slackOAuth2Api": {
"name": "<your credential>"
}
},
"typeVersion": 2.4
},
{
"id": "3d634aa9-0ddb-4bda-a59f-67f958baac02",
"name": "OpenRouter Chat Model",
"type": "@n8n/n8n-nodes-langchain.lmChatOpenRouter",
"position": [
-32,
352
],
"parameters": {
"model": "qwen/qwen-max",
"options": {}
},
"credentials": {
"openRouterApi": {
"name": "<your credential>"
}
},
"typeVersion": 1
},
{
"id": "32ec8539-f824-49b6-b7da-df877116692d",
"name": "Merge",
"type": "n8n-nodes-base.merge",
"position": [
-208,
64
],
"parameters": {
"numberInputs": 5
},
"typeVersion": 3.2
},
{
"id": "0f1eb7ce-a652-47e4-bc3f-3bab654e4700",
"name": "Sticky Note",
"type": "n8n-nodes-base.stickyNote",
"position": [
-288,
-304
],
"parameters": {
"width": 272,
"height": 240,
"content": "## Setup Steps\n1. Configure hourly/daily schedule trigger. \n2. Authenticate all five data APIs. \n3. Set OpenRouter credentials. \n4. Configure Slack webhook. \n5. Set Gmail for email distribution. \n6. Define risk thresholds and compliance rules."
},
"typeVersion": 1
},
{
"id": "c16fb42b-ac7b-43be-88f2-b3b81e8034ab",
"name": "Sticky Note2",
"type": "n8n-nodes-base.stickyNote",
"position": [
-960,
-320
],
"parameters": {
"width": 656,
"height": 256,
"content": "## How It Works\nAutomates financial risk evaluation by intelligently consolidating information from five critical sources: financial, operational, legal, insurance, and regulatory systems. Hourly triggers enable continuous, AI-driven risk assessment using the OpenRouter Chat Model, producing dynamic risk scores while simultaneously identifying emerging compliance gaps and potential exposure areas. High-risk findings automatically initiate corrective actions, trigger secondary investigations, and send real-time alerts through Slack notifications as well as investor email updates. Designed for financial institutions, compliance teams, risk managers, and investment firms, it provides continuous, scalable, and fully data-driven monitoring of risk across complex regulatory and operational environments."
},
"typeVersion": 1
},
{
"id": "a3b16e6f-19fe-44b7-ba31-ffd3305b1673",
"name": "Sticky Note3",
"type": "n8n-nodes-base.stickyNote",
"position": [
16,
-400
],
"parameters": {
"color": 5,
"width": 640,
"height": 336,
"content": "## Prerequisites\nOpenRouter API key, five data source APIs, Slack access, Gmail account, investor contacts \n\n## Use Cases\nBanking risk audits, insurance compliance monitoring, portfolio risk tracking \n\n## Customization\nSwap AI models, modify data sources, adjust thresholds \n\n## Benefits\n90% faster risk assessment, eliminates manual aggregation "
},
"typeVersion": 1
},
{
"id": "a81b40e2-5a4e-4905-a75f-58c4c342e7c5",
"name": "Sticky Note4",
"type": "n8n-nodes-base.stickyNote",
"position": [
-80,
-32
],
"parameters": {
"color": 7,
"width": 544,
"height": 752,
"content": "## Risk Assessment AI & Scoring\n- Evaluates risk; generates numerical scores.\n- Extracts structured output; identifies severity.\n"
},
"typeVersion": 1
},
{
"id": "9b1b7c8c-06df-4cb6-8ed7-b48310fd4290",
"name": "Sticky Note5",
"type": "n8n-nodes-base.stickyNote",
"position": [
480,
-32
],
"parameters": {
"color": 7,
"width": 704,
"height": 800,
"content": "\n## Trigger Corrections & Alert\n- Implements automated responses.\n- Generates reports; sends Slack notifications."
},
"typeVersion": 1
},
{
"id": "8e3dd213-c923-4478-8a80-0e4ce7c12530",
"name": "Sticky Note6",
"type": "n8n-nodes-base.stickyNote",
"position": [
-960,
-32
],
"parameters": {
"color": 7,
"width": 864,
"height": 1008,
"content": "## Schedule Trigger and Fetch Data\n- Initiates assessment hourly for continuous monitoring.\n- Aggregates five data types into unified dataset."
},
"typeVersion": 1
}
],
"active": false,
"settings": {
"availableInMCP": false,
"executionOrder": "v1"
},
"versionId": "600b1301-de13-4ab0-ab71-30d23d779535",
"connections": {
"Merge": {
"main": [
[
{
"node": "Risk Assessment AI Agent",
"type": "main",
"index": 0
}
]
]
},
"Fetch Legal Data": {
"main": [
[
{
"node": "Merge",
"type": "main",
"index": 2
}
]
]
},
"Schedule Trigger": {
"main": [
[
{
"node": "Workflow Configuration",
"type": "main",
"index": 0
}
]
]
},
"Format Report Data": {
"main": [
[
{
"node": "Send Report to Investors via Email",
"type": "main",
"index": 0
}
]
]
},
"Fetch Financial Data": {
"main": [
[
{
"node": "Merge",
"type": "main",
"index": 0
}
]
]
},
"Fetch Insurance Data": {
"main": [
[
{
"node": "Merge",
"type": "main",
"index": 3
}
]
]
},
"Fetch Regulatory Data": {
"main": [
[
{
"node": "Merge",
"type": "main",
"index": 4
}
]
]
},
"OpenRouter Chat Model": {
"ai_languageModel": [
[
{
"node": "Risk Assessment AI Agent",
"type": "ai_languageModel",
"index": 0
}
]
]
},
"Fetch Operational Data": {
"main": [
[
{
"node": "Merge",
"type": "main",
"index": 1
}
]
]
},
"Workflow Configuration": {
"main": [
[
{
"node": "Fetch Financial Data",
"type": "main",
"index": 0
},
{
"node": "Fetch Operational Data",
"type": "main",
"index": 0
},
{
"node": "Fetch Legal Data",
"type": "main",
"index": 0
},
{
"node": "Fetch Insurance Data",
"type": "main",
"index": 0
},
{
"node": "Fetch Regulatory Data",
"type": "main",
"index": 0
}
]
]
},
"Risk Assessment AI Agent": {
"main": [
[
{
"node": "Check for High Risk or Compliance Issues",
"type": "main",
"index": 0
}
]
]
},
"Risk Score Output Parser": {
"ai_outputParser": [
[
{
"node": "Risk Assessment AI Agent",
"type": "ai_outputParser",
"index": 0
}
]
]
},
"Generate Corrective Actions": {
"main": [
[
{
"node": "Trigger Correction Workflow",
"type": "main",
"index": 0
}
]
]
},
"Trigger Correction Workflow": {
"main": [
[
{
"node": "Send Alert to Slack",
"type": "main",
"index": 0
}
]
]
},
"Check for High Risk or Compliance Issues": {
"main": [
[
{
"node": "Generate Corrective Actions",
"type": "main",
"index": 0
}
],
[
{
"node": "Format Report Data",
"type": "main",
"index": 0
}
]
]
}
}
}
Credentials you'll need
Each integration node will prompt for credentials when you import. We strip credential IDs before publishing — you'll add your own.
gmailOAuth2openRouterApislackOAuth2Api
Pro
For the full experience including quality scoring and batch install features for each workflow upgrade to Pro
About this workflow
Automates financial risk evaluation by intelligently consolidating information from five critical sources: financial, operational, legal, insurance, and regulatory systems. Hourly triggers enable continuous, AI-driven risk assessment using the OpenRouter Chat Model, producing…
Source: https://n8n.io/workflows/12092/ — original creator credit. Request a take-down →
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