n8n Google Sheets Wealth Plan Automation w/ Groq Llama-3

Turn your latest Google Form response into a personalized wealth plan—automatically

This n8n workflow reads the most recent Google Sheets (Google Form) submission, validates eligibility and net income, computes a risk-based Equity/Debt/Gold allocation, then uses Groq’s Llama-3 to generate a wealth plan in strict JSON and appends the final strategy back into Google Sheets.

What this workflow does

• Reads the newest submission from a Google Sheets tab that stores Google Form responses (manual run; pulls rows and selects the latest entry).
• Validates basic eligibility: checks the respondent is over 18 and that income and expenses are non-negative.
• Calculates net monthly income and ensures net income exceeds ₹1,000.
• Alerts the user when invalid: if validation fails, it emails the respondent via Gmail using the email address found in the sheet’s Email column.
• Builds a risk-based investment split: assigns Equity/Debt/Gold allocation percentages based on the user’s risk appetite and calculates a monthly investment budget as 30% of net income, including per-asset amounts.
• Generates a detailed plan with Groq (Llama 3): sends the client profile plus calculated allocations to Groq to produce a detailed financial plan strictly in JSON.
• Appends results to a master tab: parses the AI JSON response and writes fields like summary, allocation, strategy, fund recommendations, advice, and advanced strategy to a master Google Sheets tab.

Use cases

• Wealth/finance lead capture where Google Forms collects inputs and n8n auto-returns an actionable plan.
• SaaS onboarding for financial tools: generate per-user investment strategies without manual copy-paste.
• Automation engineers and operators needing a reliable Google Sheets + Groq pipeline for structured AI outputs.

Technical details

• Integrations: Google Sheets (read + append), Gmail (email notifications), Groq Chat Model with Llama-3.
• n8n nodes used: if, set, code, gmail, plus supporting nodes like sticky note and Google Sheets actions.
• Key requirement: configure OAuth for Google Sheets, add a Gmail credential, and ensure the source sheet includes an Email column.