WeblineIndia This workflow corresponds to n8n.io template #15065 — we link there as the canonical source.
This workflow follows the Google Sheets → HTTP Request 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": "6zyHopCz7BIM3wHc",
"meta": {
"templateCredsSetupCompleted": true
},
"name": "Auto FAQ Generator for Clients",
"tags": [],
"nodes": [
{
"id": "5be8e21a-7a60-4ee5-9643-d8f9b0c8e03a",
"name": "Fetch Market News",
"type": "n8n-nodes-base.httpRequest",
"position": [
14576,
2240
],
"parameters": {
"url": "https://newsapi.org/v2/top-headlines",
"options": {},
"sendQuery": true,
"queryParameters": {
"parameters": [
{
"name": "sources",
"value": "techcrunch"
},
{
"name": "apiKey"
}
]
}
},
"typeVersion": 4.3
},
{
"id": "a047cfeb-a244-4820-b36b-1aa98dea5c16",
"name": "Sticky Note3",
"type": "n8n-nodes-base.stickyNote",
"position": [
16192,
1952
],
"parameters": {
"color": 7,
"width": 464,
"height": 752,
"content": "## FAQ Storage & Usage\n\nThis stage formats and stores the final results.\n\nIt ensures:\n\nFAQs are structured into Q&A format (Q1\u2013Q5, A1\u2013A5)\nData is clean and consistent\nResults are saved to Google Sheets\n\nThis makes the output easy to access, reuse and share with clients."
},
"typeVersion": 1
},
{
"id": "81bd75e0-d410-4c50-a923-04b2e51f8fcb",
"name": "Sticky Note1",
"type": "n8n-nodes-base.stickyNote",
"position": [
15488,
1952
],
"parameters": {
"color": 7,
"width": 672,
"height": 752,
"content": "## AI-Powered FAQ Generation\n\nThis stage combines all prepared data into one context.\n\nIt uses AI to:\n\nAnalyze market trends and portfolio performance\nGenerate 5 relevant client questions\nProvide clear, one-line answers\n\nThe output is focused on practical and client-friendly insights."
},
"typeVersion": 1
},
{
"id": "31736f47-5152-49c9-b5c1-a7393587ac33",
"name": "Sticky Note",
"type": "n8n-nodes-base.stickyNote",
"position": [
14176,
1936
],
"parameters": {
"color": 7,
"width": 560,
"height": 736,
"content": "## Automated Data Collection\n\nThis workflow runs every Monday at 8:00 AM.\n\nIt collects data from:\n\nMarket news via API\nPortfolio data from Google Sheets\n\nThese two sources provide the foundation for generating relevant client insights."
},
"typeVersion": 1
},
{
"id": "db5b9cb0-725b-4bd5-b6c5-217182886f5e",
"name": "Save FAQs to Google Sheets",
"type": "n8n-nodes-base.googleSheets",
"position": [
16496,
2448
],
"parameters": {
"columns": {
"value": {
"A1": "={{$json[\"A1\"]}}",
"A2": "={{ $json[\"A2\"] }}",
"A3": "={{$json[\"A3\"]}}",
"A4": "={{$json[\"A4\"]}}",
"A5": "={{$json[\"A5\"]}}",
"Q1": "={{$json[\"Q1\"]}}\n",
"Q2": "={{$json[\"Q2\"]}}",
"Q3": "={{$json[\"Q3\"]}}",
"Q4": "={{$json[\"Q4\"]}}",
"Q5": "={{$json[\"Q5\"]}}"
},
"schema": [
{
"id": "Q1",
"type": "string",
"display": true,
"removed": false,
"required": false,
"displayName": "Q1",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "A1",
"type": "string",
"display": true,
"removed": false,
"required": false,
"displayName": "A1",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Q2",
"type": "string",
"display": true,
"removed": false,
"required": false,
"displayName": "Q2",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "A2",
"type": "string",
"display": true,
"removed": false,
"required": false,
"displayName": "A2",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Q3",
"type": "string",
"display": true,
"removed": false,
"required": false,
"displayName": "Q3",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "A3",
"type": "string",
"display": true,
"removed": false,
"required": false,
"displayName": "A3",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Q4",
"type": "string",
"display": true,
"removed": false,
"required": false,
"displayName": "Q4",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "A4",
"type": "string",
"display": true,
"removed": false,
"required": false,
"displayName": "A4",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Q5",
"type": "string",
"display": true,
"removed": false,
"required": false,
"displayName": "Q5",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "A5",
"type": "string",
"display": true,
"removed": false,
"required": false,
"displayName": "A5",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "index",
"type": "string",
"display": true,
"removed": true,
"required": false,
"displayName": "index",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "message",
"type": "string",
"display": true,
"removed": true,
"required": false,
"displayName": "message",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "logprobs",
"type": "string",
"display": true,
"removed": true,
"required": false,
"displayName": "logprobs",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "finish_reason",
"type": "string",
"display": true,
"removed": true,
"required": false,
"displayName": "finish_reason",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "=How can I check the current value of my investment?",
"type": "string",
"display": true,
"removed": true,
"required": false,
"displayName": "=How can I check the current value of my investment?",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "What does it mean if my investment shows a decrease in value?",
"type": "string",
"display": true,
"removed": true,
"required": false,
"displayName": "What does it mean if my investment shows a decrease in value?",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "What is the risk level associated with my investment?",
"type": "string",
"display": true,
"removed": true,
"required": false,
"displayName": "What is the risk level associated with my investment?",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "=Should I be concerned if my asset\u2019s value drops from last week?",
"type": "string",
"display": true,
"removed": true,
"required": false,
"displayName": "=Should I be concerned if my asset\u2019s value drops from last week?",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "=How can I diversify my investments to manage risk?",
"type": "string",
"display": true,
"removed": true,
"required": false,
"displayName": "=How can I diversify my investments to manage risk?",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "=How much has my investment in Apple grown recently?",
"type": "string",
"display": true,
"removed": true,
"required": false,
"displayName": "=How much has my investment in Apple grown recently?",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "What is the risk level of my Tesla investment?",
"type": "string",
"display": true,
"removed": true,
"required": false,
"displayName": "What is the risk level of my Tesla investment?",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "How is my Google investment performing?",
"type": "string",
"display": true,
"removed": true,
"required": false,
"displayName": "How is my Google investment performing?",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "=Are my investments in low-risk assets doing well?",
"type": "string",
"display": true,
"removed": true,
"required": false,
"displayName": "=Are my investments in low-risk assets doing well?",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "=How much has Bitcoin increased in value?",
"type": "string",
"display": true,
"removed": true,
"required": false,
"displayName": "=How much has Bitcoin increased in value?",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "What does the risk level of my investment mean?",
"type": "string",
"display": true,
"removed": true,
"required": false,
"displayName": "What does the risk level of my investment mean?",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "How has my asset performed compared to last week?",
"type": "string",
"display": true,
"removed": true,
"required": false,
"displayName": "How has my asset performed compared to last week?",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "=What should I do if my investment is losing value?",
"type": "string",
"display": true,
"removed": true,
"required": false,
"displayName": "=What should I do if my investment is losing value?",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "=How much has my investment grown since I started?",
"type": "string",
"display": true,
"removed": true,
"required": false,
"displayName": "=How much has my investment grown since I started?",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "=How is my investment performing?",
"type": "string",
"display": true,
"removed": true,
"required": false,
"displayName": "=How is my investment performing?",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "What is the risk level of my assets?",
"type": "string",
"display": true,
"removed": true,
"required": false,
"displayName": "What is the risk level of my assets?",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Can I see the current value of my investments?",
"type": "string",
"display": true,
"removed": true,
"required": false,
"displayName": "Can I see the current value of my investments?",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "=What sectors are these investments in?",
"type": "string",
"display": true,
"removed": true,
"required": false,
"displayName": "=What sectors are these investments in?",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "=How much has my asset changed in value?",
"type": "string",
"display": true,
"removed": true,
"required": false,
"displayName": "=How much has my asset changed in value?",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "What is the risk level associated with my asset?",
"type": "string",
"display": true,
"removed": true,
"required": false,
"displayName": "What is the risk level associated with my asset?",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Did the value of my investment increase or decrease last week?",
"type": "string",
"display": true,
"removed": true,
"required": false,
"displayName": "Did the value of my investment increase or decrease last week?",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "=How much profit or loss have I made on my investments?",
"type": "string",
"display": true,
"removed": true,
"required": false,
"displayName": "=How much profit or loss have I made on my investments?",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "=Should I invest more in a high-risk asset like Tesla or Bitcoin?",
"type": "string",
"display": true,
"removed": true,
"required": false,
"displayName": "=Should I invest more in a high-risk asset like Tesla or Bitcoin?",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "=How has my investment in Apple performed?",
"type": "string",
"display": true,
"removed": true,
"required": false,
"displayName": "=How has my investment in Apple performed?",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Is it risky to invest in high-risk assets like Tesla and Bitcoin?",
"type": "string",
"display": true,
"removed": true,
"required": false,
"displayName": "Is it risky to invest in high-risk assets like Tesla and Bitcoin?",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "What is the current value of my Google investment?",
"type": "string",
"display": true,
"removed": true,
"required": false,
"displayName": "What is the current value of my Google investment?",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "=How has my gold ETF investment changed recently?",
"type": "string",
"display": true,
"removed": true,
"required": false,
"displayName": "=How has my gold ETF investment changed recently?",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "=Are my investments in banking and energy sectors performing well?",
"type": "string",
"display": true,
"removed": true,
"required": false,
"displayName": "=Are my investments in banking and energy sectors performing well?",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "=How has my Apple investment performed recently?",
"type": "string",
"display": true,
"removed": true,
"required": false,
"displayName": "=How has my Apple investment performed recently?",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Is the Tesla stock a risky investment?",
"type": "string",
"display": true,
"removed": true,
"required": false,
"displayName": "Is the Tesla stock a risky investment?",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "What is the current value of my Amazon holdings?",
"type": "string",
"display": true,
"removed": true,
"required": false,
"displayName": "What is the current value of my Amazon holdings?",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "=How did my Gold ETF perform last week?",
"type": "string",
"display": true,
"removed": true,
"required": false,
"displayName": "=How did my Gold ETF perform last week?",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "=What is the current value of my Bitcoin investment?",
"type": "string",
"display": true,
"removed": true,
"required": false,
"displayName": "=What is the current value of my Bitcoin investment?",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "=How can I check the current value of my investment?\\n",
"type": "string",
"display": true,
"removed": true,
"required": false,
"displayName": "=How can I check the current value of my investment?\\n",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "What is the risk level of my asset?\\n",
"type": "string",
"display": true,
"removed": true,
"required": false,
"displayName": "What is the risk level of my asset?\\n",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "How much has my investment grown compared to last week?\\n",
"type": "string",
"display": true,
"removed": true,
"required": false,
"displayName": "How much has my investment grown compared to last week?\\n",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "=Can I see the sector of my investment?\\n",
"type": "string",
"display": true,
"removed": true,
"required": false,
"displayName": "=Can I see the sector of my investment?\\n",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "=What should I do if I want to sell my asset?\\n",
"type": "string",
"display": true,
"removed": true,
"required": false,
"displayName": "=What should I do if I want to sell my asset?\\n",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "What is the risk level for my Tesla investment?",
"type": "string",
"display": true,
"removed": true,
"required": false,
"displayName": "What is the risk level for my Tesla investment?",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "How much did my Google investment change in value?",
"type": "string",
"display": true,
"removed": true,
"required": false,
"displayName": "How much did my Google investment change in value?",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "=What is the current value of my Gold ETF?",
"type": "string",
"display": true,
"removed": true,
"required": false,
"displayName": "=What is the current value of my Gold ETF?",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "=How has the Bitcoin investment performed this week?",
"type": "string",
"display": true,
"removed": true,
"required": false,
"displayName": "=How has the Bitcoin investment performed this week?",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "=How can I check my investment performance?",
"type": "string",
"display": true,
"removed": true,
"required": false,
"displayName": "=How can I check my investment performance?",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "What is the risk level associated with my investments?",
"type": "string",
"display": true,
"removed": true,
"required": false,
"displayName": "What is the risk level associated with my investments?",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "How much has my Apple investment grown recently?",
"type": "string",
"display": true,
"removed": true,
"required": false,
"displayName": "How much has my Apple investment grown recently?",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "=Is there a way to get updates on my investments?",
"type": "string",
"display": true,
"removed": true,
"required": false,
"displayName": "=Is there a way to get updates on my investments?",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "=What should I consider before investing in high-risk assets like Bitcoin?",
"type": "string",
"display": true,
"removed": true,
"required": false,
"displayName": "=What should I consider before investing in high-risk assets like Bitcoin?",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "What does the risk level 'Medium' mean for my investment?",
"type": "string",
"display": true,
"removed": true,
"required": false,
"displayName": "What does the risk level 'Medium' mean for my investment?",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "=Should I consider reallocating my investments based on the risk levels?",
"type": "string",
"display": true,
"removed": true,
"required": false,
"displayName": "=Should I consider reallocating my investments based on the risk levels?",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "=Why did the value of my asset change recently?",
"type": "string",
"display": true,
"removed": true,
"required": false,
"displayName": "=Why did the value of my asset change recently?",
"defaultMatch": false,
"canBeUsedToMatch": true
}
],
"mappingMode": "defineBelow",
"matchingColumns": [],
"attemptToConvertTypes": false,
"convertFieldsToString": false
},
"options": {},
"operation": "append",
"sheetName": {
"__rl": true,
"mode": "list",
"value": 1558419824,
"cachedResultUrl": "https://docs.google.com/spreadsheets/d/1cNPNmqkABsykQQuAsop_9-pqD-3OrjFvmTpdWRfdgfg/edit#gid=1558419824",
"cachedResultName": "ANswer"
},
"documentId": {
"__rl": true,
"mode": "list",
"value": "1cNPNmqkABsykQQuAsop_9-pqD-3OrjFvmTpdWRfdgfg",
"cachedResultUrl": "https://docs.google.com/spreadsheets/d/1cNPNmqkABsykQQuAsop_9-pqD-3OrjFvmTpdWRfdgfg/edit?usp=drivesdk",
"cachedResultName": "FAQS"
}
},
"credentials": {
"googleSheetsOAuth2Api": {
"name": "<your credential>"
}
},
"typeVersion": 4.7
},
{
"id": "2ba42834-444f-4db9-a369-dc9f89c7aa22",
"name": "Extract FAQs (Structured Output)",
"type": "n8n-nodes-base.set",
"position": [
16256,
2448
],
"parameters": {
"values": {
"string": [
{
"name": "=Q1",
"value": "={{$json[\"message\"][\"content\"].match(/Q1:\\s*(.*?)\\nA1:/s)?.[1]}}"
},
{
"name": "A1",
"value": "={{$json[\"message\"][\"content\"].match(/A1:\\s*(.*?)\\nQ2:/s)?.[1]}}"
},
{
"name": "Q2",
"value": "={{$json[\"message\"][\"content\"].match(/Q2:\\s*(.*?)\\nA2:/s)?.[1]}}"
},
{
"name": "A2",
"value": "={{$json[\"message\"][\"content\"].match(/A2:\\s*(.*?)\\nQ3:/s)?.[1]}}"
},
{
"name": "Q3",
"value": "={{$json[\"message\"][\"content\"].match(/Q3:\\s*(.*?)\\nA3:/s)?.[1]}}"
},
{
"name": "A3",
"value": "={{$json[\"message\"][\"content\"].match(/A3:\\s*(.*?)\\nQ4:/s)?.[1]}}"
},
{
"name": "Q4",
"value": "={{$json[\"message\"][\"content\"].match(/Q4:\\s*(.*?)\\nA4:/s)?.[1]}}"
},
{
"name": "A4",
"value": "={{$json[\"message\"][\"content\"].match(/A4:\\s*(.*?)\\nQ5:/s)?.[1]}}"
},
{
"name": "Q5",
"value": "={{$json[\"message\"][\"content\"].match(/Q5:\\s*(.*?)\\nA5:/s)?.[1]}}"
},
{
"name": "A5",
"value": "={{ $json[\"message\"][\"content\"].match(/A5:(.*)/s)[1].trim() }}"
}
]
},
"options": {},
"keepOnlySet": true
},
"typeVersion": 1
},
{
"id": "866732b2-2058-4058-afe2-049124e56e74",
"name": "Generate Client FAQs (AI)",
"type": "@n8n/n8n-nodes-langchain.openAi",
"position": [
15808,
2448
],
"parameters": {
"modelId": {
"__rl": true,
"mode": "list",
"value": "gpt-4.1-nano",
"cachedResultName": "GPT-4.1-NANO"
},
"options": {},
"messages": {
"values": [
{
"role": "system",
"content": "=You are an assistant that generates client FAQs based on provided context. Output **exactly 5 FAQs only** with short, simple answers. Do not generate more than 5."
},
{
"content": "=Here is the client portfolio:{{ $json.Portfolio }} and news context:{{ $json[\"Prepare News\"] }}\n\nYou are a financial assistant.\n\nBased on news + portfolio context, generate 5 FAQs clients may ask this week.\n\nRules:\n- Focus on trends, risks, opportunities\n- Keep answers very simple (1 line)\n- Avoid generic questions\n- Make them practical for investors\nSTRICT FORMAT (do not change):\nQ1: question\nA1: answer\nQ2: question\nA2: answer\nQ3: question\nA3: answer\nQ4: question\nA4: answer\nQ5: question\nA5: answer"
}
]
}
},
"typeVersion": 1
},
{
"id": "2e29ba94-51f6-4b2d-ace6-20ff584f9744",
"name": "Merge News + Portfolio Context",
"type": "n8n-nodes-base.merge",
"position": [
15568,
2448
],
"parameters": {
"mode": "combine",
"options": {},
"combineBy": "combineByPosition"
},
"typeVersion": 3.2
},
{
"id": "8d562271-9d62-40c1-916c-5e93c9f2ecf4",
"name": "Fetch Portfolio Data (Google Sheets)",
"type": "n8n-nodes-base.googleSheets",
"position": [
14560,
2512
],
"parameters": {
"options": {},
"sheetName": {
"__rl": true,
"mode": "list",
"value": "gid=0",
"cachedResultUrl": "https://docs.google.com/spreadsheets/d/1cNPNmqkABsykQQuAsop_9-pqD-3OrjFvmTpdWRfdgfg/edit#gid=0",
"cachedResultName": "FAQS"
},
"documentId": {
"__rl": true,
"mode": "list",
"value": "1cNPNmqkABsykQQuAsop_9-pqD-3OrjFvmTpdWRfdgfg",
"cachedResultUrl": "https://docs.google.com/spreadsheets/d/1cNPNmqkABsykQQuAsop_9-pqD-3OrjFvmTpdWRfdgfg/edit?usp=drivesdk",
"cachedResultName": "FAQS"
}
},
"credentials": {
"googleSheetsOAuth2Api": {
"name": "<your credential>"
}
},
"typeVersion": 4.7
},
{
"id": "5319de63-b50e-4eb8-b34d-678e72e87260",
"name": "Sticky Note2",
"type": "n8n-nodes-base.stickyNote",
"position": [
13408,
1424
],
"parameters": {
"color": "#F5D224",
"width": 662,
"height": 1072,
"content": "## Auto FAQ Generator for Clients\n### Overview\n\nThis workflow automatically generates weekly client-ready investment FAQs by combining real-time market news with portfolio performance data. It ensures clients receive timely, relevant and easy-to-understand insights\u2014helping you stay proactive and consistent in communication.\n\n### How It Works:\nThe workflow runs every Monday at 8:00 AM\nIt fetches the latest tech-focused market news\nIt pulls current and historical portfolio data from a spreadsheet\nIt analyzes portfolio risk levels and performance changes\nBoth datasets are formatted and merged into a single context\nAn AI model generates 5 practical FAQs with simple answers\nThe structured FAQs are extracted and saved to Google Sheets for use or sharing\n\n### Setup Steps: \n1. Schedule Trigger\nConfigure the workflow to run weekly (Monday at 8:00 AM)\n\n2. Collect Market News\nUse an HTTP Request node to fetch top headlines (e.g., TechCrunch)\nAdd a fallback message if no news is available\n\n3. Retrieve Portfolio Data\nConnect Google Sheets to load portfolio data\nFormat asset details (current value, last week value, risk level)\n\n4. Analyze Portfolio\nCalculate:\n\nNumber of high-risk assets\nAssets losing value\n\n5. Combine Data\nMerge news data and portfolio insights into one structured input\n\n6. Generate FAQs\nUse an AI node to:\n\nCreate exactly 5 relevant client questions\nProvide short, clear, one-line answers\nFocus on trends, risks and opportunities\n\n7. Structure Output\nParse the AI response into structured Q&A fields (Q1\u2013Q5, A1\u2013A5)\n\n8. Store Results\nSave FAQs into Google Sheets for tracking or reuse\n\n9. (Optional) Share Output\nDistribute FAQs via email, dashboard or client communication tools"
},
"typeVersion": 1
},
{
"id": "ba60dafc-543f-4fae-a558-cf957e611847",
"name": "Weekly Portfolio & News Trigger (Mon 8AM)",
"type": "n8n-nodes-base.scheduleTrigger",
"position": [
14224,
2368
],
"parameters": {
"rule": {
"interval": [
{
"field": "weeks",
"triggerAtDay": [
1
],
"triggerAtHour": 8
}
]
}
},
"typeVersion": 1.3
},
{
"id": "f213fd5c-3ac5-4e63-a0b7-abaf7c0648ce",
"name": "Check News Availability",
"type": "n8n-nodes-base.if",
"position": [
14816,
2240
],
"parameters": {
"options": {},
"conditions": {
"options": {
"version": 3,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "loose"
},
"combinator": "and",
"conditions": [
{
"id": "5660d4e7-906c-46f2-9394-bf4b42eeaa37",
"operator": {
"type": "number",
"operation": "gt"
},
"leftValue": "={{ !!$json[\\\"articles\\\"] && $json[\\\"articles\\\"].length > 0 }}",
"rightValue": 0
}
]
},
"looseTypeValidation": true
},
"typeVersion": 2.3
},
{
"id": "a3b72e3a-e2aa-4e93-acd2-844ea12ad925",
"name": "Format Top News",
"type": "n8n-nodes-base.set",
"position": [
15232,
2224
],
"parameters": {
"options": {},
"assignments": {
"assignments": [
{
"id": "79367086-a290-48e9-b2ee-5262cab15fbc",
"name": "Prepare News",
"type": "string",
"value": "={{ ($json.articles || []).slice(0,5).map(a => a.title + \": \" + (a.description || \"\")).join(\"\\n\") }}"
}
]
}
},
"typeVersion": 3.4
},
{
"id": "8a04a043-ba0a-460d-9642-75499c143e6d",
"name": "Fallback News Message",
"type": "n8n-nodes-base.set",
"position": [
15056,
2352
],
"parameters": {
"options": {},
"assignments": {
"assignments": [
{
"id": "4519518c-ac38-407d-b6a6-b26f710d04e7",
"name": "Prepare News",
"type": "string",
"value": "No major market news this week. Focus on portfolio performance"
}
]
}
},
"typeVersion": 3.4
},
{
"id": "2e7b39f5-f1f8-42c3-ab96-a8bc992ed7cb",
"name": "Format Portfolio Summary",
"type": "n8n-nodes-base.set",
"position": [
14816,
2512
],
"parameters": {
"options": {},
"assignments": {
"assignments": [
{
"id": "48efab47-204f-4571-82d3-89cb805194f6",
"name": "Portfolio",
"type": "string",
"value": "={{ $input.all().map(item => \n item.json[\"Asset\"] + \n \" | Current: \" + item.json[\"Current Value\"] + \n \" | Last Week: \" + item.json[\"Last Week Value\"] + \n \" | Risk: \" + item.json[\"Risk Level\"]\n).join(\"\\n\") }}"
}
]
}
},
"typeVersion": 3.4
},
{
"id": "8b300b45-e535-4805-b48e-96fb7c341823",
"name": "Analyze Portfolio Risk & Loss",
"type": "n8n-nodes-base.code",
"position": [
15232,
2512
],
"parameters": {
"jsCode": "const items = $input.all();\n\nlet highRisk = 0;\nlet losses = 0;\n\nitems.forEach(item => {\n const current = Number(item.json[\"Current Value\"]);\n const last = Number(item.json[\"Last Week Value\"]);\n const risk = item.json[\"Risk Level\"];\n\n if (risk === \"High\") highRisk++;\n if (current < last) losses++;\n});\n\nreturn [{\n json: {\n PortfolioSummary: `\nHigh Risk Assets: ${highRisk}\nAssets Losing Value: ${losses}\n`\n }\n}];"
},
"typeVersion": 2
},
{
"id": "b54c48b3-4cd8-43cd-8d9b-89bce4489331",
"name": "Sticky Note4",
"type": "n8n-nodes-base.stickyNote",
"position": [
14768,
1952
],
"parameters": {
"color": 7,
"width": 672,
"height": 752,
"content": "## Data Preparation & Portfolio Analysis\n\nThis stage prepares and enriches the collected data.\n\nIt includes:\n\nFormatting news into readable summaries\nHandling missing news with a fallback message\nStructuring portfolio data (current value, past value, risk level)\nAnalyzing portfolio trends (high-risk assets, declining assets)\n\nThis ensures the data is clean, structured and insight-ready."
},
"typeVersion": 1
}
],
"active": false,
"settings": {
"availableInMCP": false,
"executionOrder": "v1"
},
"versionId": "c003b477-c354-4dd5-9197-6bec92e35602",
"connections": {
"Format Top News": {
"main": [
[
{
"node": "Merge News + Portfolio Context",
"type": "main",
"index": 0
}
]
]
},
"Fetch Market News": {
"main": [
[
{
"node": "Check News Availability",
"type": "main",
"index": 0
}
]
]
},
"Check News Availability": {
"main": [
[
{
"node": "Format Top News",
"type": "main",
"index": 0
}
],
[
{
"node": "Fallback News Message",
"type": "main",
"index": 0
}
]
]
},
"Format Portfolio Summary": {
"main": [
[
{
"node": "Analyze Portfolio Risk & Loss",
"type": "main",
"index": 0
}
]
]
},
"Generate Client FAQs (AI)": {
"main": [
[
{
"node": "Extract FAQs (Structured Output)",
"type": "main",
"index": 0
}
]
]
},
"Analyze Portfolio Risk & Loss": {
"main": [
[
{
"node": "Merge News + Portfolio Context",
"type": "main",
"index": 1
}
]
]
},
"Merge News + Portfolio Context": {
"main": [
[
{
"node": "Generate Client FAQs (AI)",
"type": "main",
"index": 0
}
]
]
},
"Extract FAQs (Structured Output)": {
"main": [
[
{
"node": "Save FAQs to Google Sheets",
"type": "main",
"index": 0
}
]
]
},
"Fetch Portfolio Data (Google Sheets)": {
"main": [
[
{
"node": "Format Portfolio Summary",
"type": "main",
"index": 0
}
]
]
},
"Weekly Portfolio & News Trigger (Mon 8AM)": {
"main": [
[
{
"node": "Fetch Market News",
"type": "main",
"index": 0
},
{
"node": "Fetch Portfolio Data (Google Sheets)",
"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.
googleSheetsOAuth2Api
Pro
For the full experience including quality scoring and batch install features for each workflow upgrade to Pro
About this workflow
This workflow automatically generates weekly client-ready investment FAQs by combining market news (NewsAPI) and portfolio data (Google Sheets) using OpenAI GPT-4.1. The final FAQs are structured and saved back into Google Sheets. Import the workflow into n8n Add your NewsAPI…
Source: https://n8n.io/workflows/15065/ — original creator credit. Request a take-down →
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