WeblineIndia This workflow corresponds to n8n.io template #16561 — we link there as the canonical source.
This workflow follows the Gmail → Google Drive 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 →
{
"meta": {
"templateCredsSetupCompleted": true
},
"nodes": [
{
"id": "5e76ec22-b1d9-4873-90dc-e60547e1ad87",
"name": "Receive Financial Input",
"type": "n8n-nodes-base.webhook",
"position": [
-640,
48
],
"parameters": {
"path": "28d783ca-9a99-43a5-9399-ed98f0237cd9",
"options": {},
"httpMethod": "POST",
"responseMode": "responseNode"
},
"typeVersion": 2.1
},
{
"id": "061a183c-1d8e-425f-8e04-c4c7cbf632c6",
"name": "Normalize Input Data",
"type": "n8n-nodes-base.set",
"position": [
-416,
48
],
"parameters": {
"options": {},
"assignments": {
"assignments": [
{
"id": "835ed8de-669e-4f04-86f2-02feff4ff34f",
"name": "Income",
"type": "number",
"value": "={{ $json.body.Income || 0 }}"
},
{
"id": "51c85f99-4f60-43fd-a5a1-6e04b11ba5e2",
"name": "Goal",
"type": "string",
"value": "={{ $json.body.Goal || \"\"}}"
}
]
}
},
"typeVersion": 3.4
},
{
"id": "10776f6b-30ec-4283-9459-94f1ac822e28",
"name": "Validate Income & Goal",
"type": "n8n-nodes-base.if",
"position": [
-192,
48
],
"parameters": {
"options": {},
"conditions": {
"options": {
"version": 3,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "loose"
},
"combinator": "and",
"conditions": [
{
"id": "f1c32250-14db-4186-9dd0-f224f98cb4d6",
"operator": {
"type": "number",
"operation": "gte"
},
"leftValue": "={{ $json.Income }}",
"rightValue": 0
},
{
"id": "e219f7bb-23a4-4176-adeb-d141b147e8df",
"operator": {
"type": "string",
"operation": "notEmpty",
"singleValue": true
},
"leftValue": "={{ $json.Goal }}",
"rightValue": ""
}
]
},
"looseTypeValidation": true
},
"typeVersion": 2.3
},
{
"id": "2f9c84e3-0dac-46d0-8510-1983969269ea",
"name": "Return Validation Error",
"type": "n8n-nodes-base.respondToWebhook",
"position": [
32,
144
],
"parameters": {
"options": {},
"respondWith": "json",
"responseBody": "{\n \"error\": \"income should not be in negative integer and goal should be not empty.\"\n}"
},
"typeVersion": 1.5
},
{
"id": "4e8a675d-f5df-4dce-87e9-49d3fdf21ca2",
"name": "Enrich Financial Metrics",
"type": "n8n-nodes-base.set",
"position": [
32,
-48
],
"parameters": {
"options": {},
"assignments": {
"assignments": [
{
"id": "012349f1-ef19-401b-8569-2e95999c4364",
"name": "Income",
"type": "number",
"value": "={{ $json.Income }}"
},
{
"id": "f6e165ec-183b-4edc-a6d2-39ada7d37ee3",
"name": "Goal",
"type": "string",
"value": "={{ $json.Goal }}"
},
{
"id": "680bc71f-a1bc-4a83-98ec-a1e36c66cff9",
"name": "Timestamp",
"type": "string",
"value": "={{ new Date().toISOString() }}"
},
{
"id": "81c81411-3f6a-44be-b557-1529e765cf9b",
"name": "RecommendedMonthlySaving",
"type": "string",
"value": "={{ Math.round($json.Income * 0.20) }}"
},
{
"id": "8bdcffb5-30b9-495c-b6ad-53ab7e123feb",
"name": "IncomeCategory",
"type": "string",
"value": "={{ $json.Income < 30000 ? \"Low\" : $json.Income < 100000 ? \"Mid\" : \"High\" }}"
}
]
}
},
"typeVersion": 3.4
},
{
"id": "8452fb64-5669-4142-b17e-236586752977",
"name": "Store User Data (Google Sheets)",
"type": "n8n-nodes-base.googleSheets",
"position": [
256,
-48
],
"parameters": {
"columns": {
"value": {
"Goal": "={{ $json.Goal }}",
"Income": "={{ $json.Income }}",
"Timestamp": "={{ $json.Timestamp }}",
"IncomeCategory": "={{ $json.IncomeCategory }}",
"RecommendedMonthlySaving": "={{ $json.RecommendedMonthlySaving }}"
},
"schema": [
{
"id": "Income",
"type": "string",
"display": true,
"required": false,
"displayName": "Income",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Goal",
"type": "string",
"display": true,
"required": false,
"displayName": "Goal",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Timestamp",
"type": "string",
"display": true,
"removed": false,
"required": false,
"displayName": "Timestamp",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "RecommendedMonthlySaving",
"type": "string",
"display": true,
"removed": false,
"required": false,
"displayName": "RecommendedMonthlySaving",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "IncomeCategory",
"type": "string",
"display": true,
"removed": false,
"required": false,
"displayName": "IncomeCategory",
"defaultMatch": false,
"canBeUsedToMatch": true
}
],
"mappingMode": "defineBelow",
"matchingColumns": [],
"attemptToConvertTypes": false,
"convertFieldsToString": false
},
"options": {},
"operation": "append",
"sheetName": {
"__rl": true,
"mode": "list",
"value": 36031943,
"cachedResultUrl": "https://docs.google.com/spreadsheets/d/1fwvOWtXwLzgx1FF_v1FaxTMDEiIN0qPF_zE1uFJj1Q8/edit#gid=36031943",
"cachedResultName": "Income-Goal"
},
"documentId": {
"__rl": true,
"mode": "list",
"value": "1fwvOWtXwLzgx1FF_v1FaxTMDEiIN0qPF_zE1uFJj1Q8",
"cachedResultUrl": "https://docs.google.com/spreadsheets/d/1fwvOWtXwLzgx1FF_v1FaxTMDEiIN0qPF_zE1uFJj1Q8/edit?usp=drivesdk",
"cachedResultName": "N8N - PRACTICE"
}
},
"credentials": {
"googleSheetsOAuth2Api": {
"name": "<your credential>"
}
},
"typeVersion": 4.7
},
{
"id": "16ebaef7-cd7e-42f1-acc9-7300bca35ae3",
"name": "Route by Income Category",
"type": "n8n-nodes-base.switch",
"position": [
480,
-64
],
"parameters": {
"rules": {
"values": [
{
"conditions": {
"options": {
"version": 3,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "loose"
},
"combinator": "and",
"conditions": [
{
"id": "97f56d2d-3883-46c3-882f-35579dfdff98",
"operator": {
"type": "string",
"operation": "equals"
},
"leftValue": "={{ $json.IncomeCategory }}",
"rightValue": "Mid"
}
]
}
},
{
"conditions": {
"options": {
"version": 3,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "loose"
},
"combinator": "and",
"conditions": [
{
"id": "80a62502-3b3a-4e13-a389-b139c85ea524",
"operator": {
"type": "string",
"operation": "equals"
},
"leftValue": "={{ $json.IncomeCategory }}",
"rightValue": "Low"
}
]
}
},
{
"conditions": {
"options": {
"version": 3,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "loose"
},
"combinator": "and",
"conditions": [
{
"id": "d412ac45-d910-4d36-890e-5f15a6ee356d",
"operator": {
"type": "string",
"operation": "equals"
},
"leftValue": "={{ $json.IncomeCategory }}",
"rightValue": "High"
}
]
}
}
]
},
"options": {},
"looseTypeValidation": true
},
"typeVersion": 3.4
},
{
"id": "b2afa7b7-41c9-40bd-912c-fa2e2f15adcc",
"name": "Generate Plan (Low Income)1",
"type": "@n8n/n8n-nodes-langchain.googleGemini",
"position": [
704,
-144
],
"parameters": {
"modelId": {
"__rl": true,
"mode": "list",
"value": "models/gemini-flash-lite-latest",
"cachedResultName": "models/gemini-flash-lite-latest"
},
"options": {},
"messages": {
"values": [
{
"content": "=You are a certified financial planner and wealth advisor.\n\nA user has submitted their financial details through a webhook. Your task is to analyze the data and generate a personalized, practical, and easy-to-understand investment strategy.\n\n### User Data:\n- Monthly Income: {{ $json.Income }}\n- Financial Goal: {{ $json.Goal }}\n\nThe user is in a low income bracket. \nPrioritize: building an emergency fund (3 months expenses), \nstarting a \u20b9500\u2013\u20b91000/month SIP in a large-cap index fund, \nand avoiding debt traps. Keep advice extremely practical and minimal-risk.\n\n### Instructions:\n\n1. Analyze the user\u2019s income and stated goal.\n2. Assume the user is a beginner investor unless stated otherwise.\n3. Create a structured financial plan that includes:\n\n#### 1. Goal Breakdown\n- Explain the goal in financial terms\n- Estimate required corpus (if possible)\n- Suggest a realistic timeline\n\n#### 2. Monthly Investment Plan\n- Recommend how much to invest monthly\n- Suggest allocation (e.g., equity, debt, savings, emergency fund)\n\n#### 3. Investment Strategy\n- Recommend suitable instruments (e.g., mutual funds, index funds, fixed deposits, ETFs)\n- Explain why each is suitable\n- Adjust risk level based on goal type (e.g., house = moderate, retirement = long-term growth)\n\n#### 4. Example Portfolio Allocation\n- Provide percentage split (e.g., 60% equity, 30% debt, 10% cash)\n\n#### 5. Actionable Steps\n- Clear next steps the user should take\n- Keep it practical and beginner-friendly\n\n#### 6. Tips & Warnings\n- Include 2\u20133 smart financial tips\n- Mention risks or common mistakes to avoid\n\n### Output Format:\n- Use clean headings\n- Keep tone professional but simple\n- Avoid jargon\n- Max 400\u2013600 words\n\n### Important:\n- Do NOT ask follow-up questions\n- Make reasonable assumptions if data is missing\n- Tailor advice specifically to the goal"
}
]
},
"builtInTools": {}
},
"credentials": {
"googlePalmApi": {
"name": "<your credential>"
}
},
"typeVersion": 1.1
},
{
"id": "4454844b-9ccc-42fb-9069-bd8544b51abb",
"name": "Generate Plan (Mid Income)",
"type": "@n8n/n8n-nodes-langchain.googleGemini",
"position": [
704,
-336
],
"parameters": {
"modelId": {
"__rl": true,
"mode": "list",
"value": "models/gemini-flash-lite-latest",
"cachedResultName": "models/gemini-flash-lite-latest"
},
"options": {},
"messages": {
"values": [
{
"content": "=You are a certified financial planner and wealth advisor.\n\nA user has submitted their financial details through a webhook. Your task is to analyze the data and generate a personalized, practical, and easy-to-understand investment strategy.\n\n### User Data:\n- Monthly Income: {{ $json.Income }}\n- Financial Goal: {{ $json.Goal }}\n\nThe user is in a mid income bracket. \nRecommend a balanced approach: emergency fund + SIP in diversified \nmutual funds (equity + debt mix) + basic tax-saving via ELSS. \nIntroduce the concept of goal-based investing.\n\n### Instructions:\n\n1. Analyze the user\u2019s income and stated goal.\n2. Assume the user is a beginner investor unless stated otherwise.\n3. Create a structured financial plan that includes:\n\n#### 1. Goal Breakdown\n- Explain the goal in financial terms\n- Estimate required corpus (if possible)\n- Suggest a realistic timeline\n\n#### 2. Monthly Investment Plan\n- Recommend how much to invest monthly\n- Suggest allocation (e.g., equity, debt, savings, emergency fund)\n\n#### 3. Investment Strategy\n- Recommend suitable instruments (e.g., mutual funds, index funds, fixed deposits, ETFs)\n- Explain why each is suitable\n- Adjust risk level based on goal type (e.g., house = moderate, retirement = long-term growth)\n\n#### 4. Example Portfolio Allocation\n- Provide percentage split (e.g., 60% equity, 30% debt, 10% cash)\n\n#### 5. Actionable Steps\n- Clear next steps the user should take\n- Keep it practical and beginner-friendly\n\n#### 6. Tips & Warnings\n- Include 2\u20133 smart financial tips\n- Mention risks or common mistakes to avoid\n\n### Output Format:\n- Use clean headings\n- Keep tone professional but simple\n- Avoid jargon\n- Max 400\u2013600 words\n\n### Important:\n- Do NOT ask follow-up questions\n- Make reasonable assumptions if data is missing\n- Tailor advice specifically to the goal"
}
]
},
"builtInTools": {}
},
"credentials": {
"googlePalmApi": {
"name": "<your credential>"
}
},
"typeVersion": 1.1
},
{
"id": "de319540-a4ae-44b3-9f6d-0a6401a7fc5b",
"name": "Generate Plan (High Income)",
"type": "@n8n/n8n-nodes-langchain.googleGemini",
"position": [
704,
48
],
"parameters": {
"modelId": {
"__rl": true,
"mode": "list",
"value": "models/gemini-flash-lite-latest",
"cachedResultName": "models/gemini-flash-lite-latest"
},
"options": {},
"messages": {
"values": [
{
"content": "=You are a certified financial planner and wealth advisor.\n\nA user has submitted their financial details through a webhook. Your task is to analyze the data and generate a personalized, practical, and easy-to-understand investment strategy.\n\n### User Data:\n- Monthly Income: {{ $json.Income }}\n- Financial Goal: {{ $json.Goal }}\n\nThe user is in a high income bracket. \nRecommend a sophisticated portfolio: index funds, NPS for retirement, \nELSS for tax saving, and optionally REITs or international ETFs. \nDiscuss asset allocation and rebalancing strategies.\n\n### Instructions:\n\n1. Analyze the user\u2019s income and stated goal.\n2. Assume the user is a beginner investor unless stated otherwise.\n3. Create a structured financial plan that includes:\n\n#### 1. Goal Breakdown\n- Explain the goal in financial terms\n- Estimate required corpus (if possible)\n- Suggest a realistic timeline\n\n#### 2. Monthly Investment Plan\n- Recommend how much to invest monthly\n- Suggest allocation (e.g., equity, debt, savings, emergency fund)\n\n#### 3. Investment Strategy\n- Recommend suitable instruments (e.g., mutual funds, index funds, fixed deposits, ETFs)\n- Explain why each is suitable\n- Adjust risk level based on goal type (e.g., house = moderate, retirement = long-term growth)\n\n#### 4. Example Portfolio Allocation\n- Provide percentage split (e.g., 60% equity, 30% debt, 10% cash)\n\n#### 5. Actionable Steps\n- Clear next steps the user should take\n- Keep it practical and beginner-friendly\n\n#### 6. Tips & Warnings\n- Include 2\u20133 smart financial tips\n- Mention risks or common mistakes to avoid\n\n### Output Format:\n- Use clean headings\n- Keep tone professional but simple\n- Avoid jargon\n- Max 400\u2013600 words\n\n### Important:\n- Do NOT ask follow-up questions\n- Make reasonable assumptions if data is missing\n- Tailor advice specifically to the goal"
}
]
},
"builtInTools": {}
},
"credentials": {
"googlePalmApi": {
"name": "<your credential>"
}
},
"typeVersion": 1.1
},
{
"id": "8f047b70-5964-4ff5-9f44-c92ee96e28d0",
"name": "Merge AI Responses",
"type": "n8n-nodes-base.merge",
"position": [
1056,
-160
],
"parameters": {
"numberInputs": 3
},
"typeVersion": 3.2
},
{
"id": "c4668b98-0818-4dd2-a642-af53df310d78",
"name": "Generate HTML Report",
"type": "n8n-nodes-base.set",
"position": [
1280,
-144
],
"parameters": {
"options": {},
"assignments": {
"assignments": [
{
"id": "84725477-6353-4a05-ae12-a9414d4ad874",
"name": "=html_body",
"type": "string",
"value": "=<!DOCTYPE html>\n<html>\n<head>\n <meta charset=\"UTF-8\">\n <style>\n body { font-family: Arial, sans-serif; padding: 40px; color: #1a1a1a; line-height: 1.7; }\n h1 { color: #1a3c5e; border-bottom: 2px solid #1a3c5e; padding-bottom: 8px; }\n h2, h3, h4 { color: #2c5f8a; margin-top: 24px; }\n p { margin: 10px 0; }\n .badge { background: #e8f4fd; border-left: 4px solid #2c5f8a;\n padding: 10px 16px; margin: 16px 0; border-radius: 4px; }\n .footer { margin-top: 40px; font-size: 12px; color: #888;\n border-top: 1px solid #ddd; padding-top: 12px; }\n </style>\n</head>\n<body>\n <h1>Your Personalized Financial Plan</h1>\n <div class=\"badge\">\n <strong>Goal:</strong> {{ $('Store User Data (Google Sheets)').item.json.Goal }}<br>\n <strong>Monthly Income:</strong> \u20b9{{ $('Store User Data (Google Sheets)').item.json.Income }}<br>\n <strong>Recommended Monthly Saving:</strong> \u20b9{{ $('Store User Data (Google Sheets)').item.json.RecommendedMonthlySaving }}<br>\n <strong>Income Category:</strong> {{ $('Store User Data (Google Sheets)').item.json.IncomeCategory }}<br>\n <strong>Generated On:</strong> {{ $('Store User Data (Google Sheets)').item.json.Timestamp }}\n </div>\n <hr>\n {{ $json.content.parts[0].text.replace(/\\n/g, '<br>').replace(/#{1,6} (.+)/g, '<h3>$1</h3>') }}\n <div class=\"footer\">\n This plan was auto-generated based on the data you provided.\n It is for informational purposes only and not formal financial advice.\n </div>\n</body>\n</html>"
}
]
}
},
"typeVersion": 3.4
},
{
"id": "84594cd0-5edf-4c39-9dee-cf3befe9ff1b",
"name": "Convert HTML to PDF",
"type": "n8n-nodes-base.httpRequest",
"position": [
1504,
-144
],
"parameters": {
"url": "https://api.pdfshift.io/v3/convert/pdf",
"method": "POST",
"options": {
"response": {
"response": {}
}
},
"sendBody": true,
"sendHeaders": true,
"bodyParameters": {
"parameters": [
{
"name": "source",
"value": "={{ $json.html_body }}"
},
{
"name": "filename",
"value": "export.pdf"
}
]
},
"headerParameters": {
"parameters": [
{
"name": "X-API-key",
"value": ""
}
]
}
},
"typeVersion": 4.4
},
{
"id": "8c70feff-fba7-4186-a631-82818428a719",
"name": "Fetch Generated PDF",
"type": "n8n-nodes-base.httpRequest",
"position": [
1728,
-144
],
"parameters": {
"url": "={{ $json.url }}",
"options": {}
},
"typeVersion": 4.4
},
{
"id": "0f34ef8f-494b-4734-9566-dbe08e5ce02e",
"name": "Check PDF Generation Status",
"type": "n8n-nodes-base.if",
"position": [
1952,
-144
],
"parameters": {
"options": {},
"conditions": {
"options": {
"version": 3,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "f2051cf4-3839-4b20-a572-cefec40b1cd8",
"operator": {
"type": "boolean",
"operation": "true",
"singleValue": true
},
"leftValue": "={{ !!$binary.data }}",
"rightValue": ""
}
]
}
},
"typeVersion": 2.3
},
{
"id": "b4519523-5b1d-4345-9a3b-3fff937c145c",
"name": "Upload PDF to Google Drive",
"type": "n8n-nodes-base.googleDrive",
"position": [
2176,
-336
],
"parameters": {
"name": "=Financial_Plan_{{ $('Store User Data (Google Sheets)').item.json.Goal.replace(/ /g,'_') }}_{{ new Date().toISOString().slice(0,10) }}.pdf",
"driveId": {
"__rl": true,
"mode": "list",
"value": "My Drive"
},
"options": {},
"folderId": {
"__rl": true,
"mode": "list",
"value": "root",
"cachedResultName": "/ (Root folder)"
},
"inputDataFieldName": "={{ $binary.data }}"
},
"credentials": {
"googleDriveOAuth2Api": {
"name": "<your credential>"
}
},
"typeVersion": 3
},
{
"id": "573c49a2-8e98-402e-9a59-7813893ebd45",
"name": "Send Email with PDF",
"type": "n8n-nodes-base.gmail",
"position": [
2176,
48
],
"parameters": {
"sendTo": "",
"message": "=Hi there,\n\nPlease find your personalized financial plan attached as a PDF.\n\nHere's a quick summary:\n- Goal: {{ $('Route by Income Category').item.json.Goal }}\n- Monthly Income: \u20b9{{ $('Route by Income Category').item.json.Income }}\n- Recommended Monthly Saving: \u20b9{{ $('Route by Income Category').item.json.RecommendedMonthlySaving }}\n- Income Category: {{ $('Route by Income Category').item.json.IncomeCategory }}\n\nYou can also view your plan anytime here:\n{{ $json.webViewLink }}\n\nStart small, stay consistent.\n\n\u2014 Your AI Financial Planner",
"options": {
"attachmentsUi": {
"attachmentsBinary": [
{}
]
},
"appendAttribution": false
},
"subject": "=Your {{ $('Route by Income Category').item.json.IncomeCategory }} Income Financial Plan \u2014 {{ $('Route by Income Category').item.json.Goal }}",
"emailType": "text"
},
"credentials": {
"gmailOAuth2": {
"name": "<your credential>"
}
},
"typeVersion": 2.2
},
{
"id": "1d45ad6c-ee7d-4bc1-827f-cfccf71a310b",
"name": "Return HTML Response",
"type": "n8n-nodes-base.respondToWebhook",
"position": [
2176,
-144
],
"parameters": {
"options": {
"responseHeaders": {
"entries": [
{
"name": "Content-Type",
"value": "text/html"
}
]
}
},
"respondWith": "text",
"responseBody": "={{ $('Generate HTML Report').item.json.html_body }}"
},
"typeVersion": 1.5
},
{
"id": "7d1419c3-63cc-4b93-a676-4cc3671853fb",
"name": "Return PDF Failure Response",
"type": "n8n-nodes-base.respondToWebhook",
"position": [
2176,
240
],
"parameters": {
"options": {},
"respondWith": "json",
"responseBody": "{\n \"error\": \"PDF generation failed. Plain email sent instead.\"\n}"
},
"typeVersion": 1.5
},
{
"id": "3f254143-019a-40ed-b794-9d7f93f908fb",
"name": "Send Plain Text Email (Fallback)",
"type": "n8n-nodes-base.gmail",
"position": [
2400,
240
],
"parameters": {
"sendTo": "",
"message": "={{ $('Merge AI Responses').item.json.content.parts[0].text }}",
"options": {
"appendAttribution": false
},
"subject": "={{ $('Store User Data (Google Sheets)').item.json.IncomeCategory }} Income Plan: {{ $('Store User Data (Google Sheets)').item.json.Goal }}",
"emailType": "text"
},
"credentials": {
"gmailOAuth2": {
"name": "<your credential>"
}
},
"typeVersion": 2.2
},
{
"id": "8e41de58-23c9-47d4-936e-8b00e07fde3b",
"name": "Sticky Note",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1424,
-736
],
"parameters": {
"width": 576,
"height": 528,
"content": "### AI Financial Planning Automation (End-to-End Flow)\n\nThis workflow collects a user\u2019s income and financial goal via webhook, validates the input, and generates a personalized financial plan using AI.\n\n### How it works:\nReceives user data (income + goal)\nValidates inputs (no negative income, goal required)\nEnriches data (savings %, income category)\nStores data in Google Sheets\nRoutes user to AI model based on income level\nGenerates a tailored financial plan\nConverts plan into HTML \u2192 PDF\nUploads PDF to Google Drive\nSends email with PDF + summary\nReturns HTML response via webhook\n\n### Setup Steps:\nConnect Google Sheets, Google Drive, and Gmail accounts\nAdd Gemini (PaLM) API credentials\nReplace PDFShift API key\nUpdate email recipient if needed\nTest webhook using POST request with JSON:\n{ \"Income\": 50000, \"Goal\": \"Buy a house\" }"
},
"typeVersion": 1
},
{
"id": "e8af848d-b998-42c9-95d8-ac81432b9314",
"name": "Sticky Note1",
"type": "n8n-nodes-base.stickyNote",
"position": [
-16,
-240
],
"parameters": {
"color": "#D6D6D6",
"width": 432,
"height": 352,
"content": "### Data Enrichment & Storage\nAdds timestamp, savings recommendation (20%), and income category. Stores all records in Google Sheets for tracking."
},
"typeVersion": 1
},
{
"id": "4bd46fba-3fbe-4048-b3a2-31f43f342842",
"name": "Sticky Note2",
"type": "n8n-nodes-base.stickyNote",
"position": [
-688,
-96
],
"parameters": {
"color": "#D6D6D6",
"width": 640,
"height": 304,
"content": "### Input & Validation\nHandles incoming webhook data. Ensures income is non-negative and goal is provided. Invalid inputs return an error immediately."
},
"typeVersion": 1
},
{
"id": "6b5ec289-58ed-4e5f-8e1c-3ea30243cdfb",
"name": "Sticky Note3",
"type": "n8n-nodes-base.stickyNote",
"position": [
464,
-480
],
"parameters": {
"color": "#D6D6D6",
"width": 720,
"height": 720,
"content": "### AI Plan Generation\nRoutes users into Low, Mid, or High income paths. Each path uses a tailored prompt to generate relevant financial advice."
},
"typeVersion": 1
},
{
"id": "039849dc-4463-4072-ae18-00e0e842e6a2",
"name": "Sticky Note4",
"type": "n8n-nodes-base.stickyNote",
"position": [
1264,
-288
],
"parameters": {
"color": "#D6D6D6",
"width": 576,
"height": 336,
"content": "### PDF Generation\nConverts HTML into PDF using PDFShift API and fetches the binary file for further processing."
},
"typeVersion": 1
},
{
"id": "10bc1c3d-d5f8-4d86-9d81-462b0a331604",
"name": "Sticky Note5",
"type": "n8n-nodes-base.stickyNote",
"position": [
1936,
-576
],
"parameters": {
"color": "#D6D6D6",
"width": 672,
"height": 1008,
"content": "### Delivery & Fallback\nUploads PDF to Google Drive, emails it to the user, and returns HTML response. If PDF fails, sends plain text email instead."
},
"typeVersion": 1
}
],
"connections": {
"Merge AI Responses": {
"main": [
[
{
"node": "Generate HTML Report",
"type": "main",
"index": 0
}
]
]
},
"Convert HTML to PDF": {
"main": [
[
{
"node": "Fetch Generated PDF",
"type": "main",
"index": 0
}
]
]
},
"Fetch Generated PDF": {
"main": [
[
{
"node": "Check PDF Generation Status",
"type": "main",
"index": 0
}
]
]
},
"Send Email with PDF": {
"main": [
[]
]
},
"Generate HTML Report": {
"main": [
[
{
"node": "Convert HTML to PDF",
"type": "main",
"index": 0
}
]
]
},
"Normalize Input Data": {
"main": [
[
{
"node": "Validate Income & Goal",
"type": "main",
"index": 0
}
]
]
},
"Return HTML Response": {
"main": [
[]
]
},
"Validate Income & Goal": {
"main": [
[
{
"node": "Enrich Financial Metrics",
"type": "main",
"index": 0
}
],
[
{
"node": "Return Validation Error",
"type": "main",
"index": 0
}
]
]
},
"Receive Financial Input": {
"main": [
[
{
"node": "Normalize Input Data",
"type": "main",
"index": 0
}
]
]
},
"Enrich Financial Metrics": {
"main": [
[
{
"node": "Store User Data (Google Sheets)",
"type": "main",
"index": 0
}
]
]
},
"Route by Income Category": {
"main": [
[
{
"node": "Generate Plan (Mid Income)",
"type": "main",
"index": 0
}
],
[
{
"node": "Generate Plan (Low Income)1",
"type": "main",
"index": 0
}
],
[
{
"node": "Generate Plan (High Income)",
"type": "main",
"index": 0
}
]
]
},
"Generate Plan (Mid Income)": {
"main": [
[
{
"node": "Merge AI Responses",
"type": "main",
"index": 0
}
]
]
},
"Upload PDF to Google Drive": {
"main": [
[]
]
},
"Check PDF Generation Status": {
"main": [
[
{
"node": "Upload PDF to Google Drive",
"type": "main",
"index": 0
},
{
"node": "Send Email with PDF",
"type": "main",
"index": 0
},
{
"node": "Return HTML Response",
"type": "main",
"index": 0
}
],
[
{
"node": "Return PDF Failure Response",
"type": "main",
"index": 0
}
]
]
},
"Generate Plan (High Income)": {
"main": [
[
{
"node": "Merge AI Responses",
"type": "main",
"index": 2
}
]
]
},
"Generate Plan (Low Income)1": {
"main": [
[
{
"node": "Merge AI Responses",
"type": "main",
"index": 1
}
]
]
},
"Return PDF Failure Response": {
"main": [
[
{
"node": "Send Plain Text Email (Fallback)",
"type": "main",
"index": 0
}
]
]
},
"Store User Data (Google Sheets)": {
"main": [
[
{
"node": "Route by Income Category",
"type": "main",
"index": 0
}
]
]
},
"Send Plain Text Email (Fallback)": {
"main": [
[]
]
}
}
}
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.
gmailOAuth2googleDriveOAuth2ApigooglePalmApigoogleSheetsOAuth2Api
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About this workflow
This workflow receives income and financial-goal data via webhook, stores enriched metrics in Google Sheets, generates a tailored plan with Google Gemini, converts it to a PDF via PDFShift, uploads it to Google Drive, and emails the result using Gmail. Receives a POST webhook…
Source: https://n8n.io/workflows/16561/ — original creator credit. Request a take-down →
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