Automate Weekly Client Reports with AI & Google Sheets

Transform your client communication process with this powerful n8n workflow that automatically generates and sends professional weekly portfolio reports using AI and Google Sheets integration. Perfect for investment advisors and portfolio managers who need to deliver consistent, data-driven reports to their clients without manual effort.

What this workflow does

This automated workflow streamlines your weekly client reporting by connecting directly to your Google Sheets portfolio data. It fetches client information including investment amounts and current values, then calculates key metrics like total investment, profit, and growth percentages for each client. The workflow leverages AI to generate professional reports featuring executive summaries, key highlights, risk analysis, and future outlook sections.

Once generated, reports are automatically formatted in clean HTML for optimal readability and sent via Gmail to each client. The system updates your Google Sheets to mark each report as "Sent," providing clear tracking and status management. Built-in wait nodes ensure smooth processing while respecting Gmail sending limits.

Use cases

• Investment advisors managing multiple client portfolios who need weekly performance updates
• Financial planners automating routine client communication and reporting
• Portfolio managers scaling their client base without increasing manual workload
• Wealth management firms standardizing report quality and delivery timing
• Independent financial consultants professionalizing their client communication process

Technical details

This n8n workflow utilizes essential nodes including Google Sheets for data management, Gmail for email delivery, and AI-powered content generation. The workflow incorporates set nodes for data manipulation, code nodes for metric calculations, wait nodes for processing control, and sticky notes for documentation.

Setup requires a Google Sheet with columns for Client, Email, Invested, Current Value, and Status. Simply connect your Google Sheets and Gmail accounts to n8n, and the workflow handles everything from data fetching to report delivery and status tracking automatically.