{"product_id":"n8n-workflow-trade-settlement-delay-alerts-sheets-gemini-slack","title":"n8n Workflow: Trade Settlement Delay Alerts (Sheets, Gemini, Slack)","description":"\u003ch3\u003eGet Daily Trade Settlement Delay Alerts—Automatically\u003c\/h3\u003e\n\u003cp\u003eThis n8n workflow checks your trade settlements in Google Sheets every day, detects overdue items, uses Google Gemini to classify the delay reason and severity, then sends each affected client a Slack DM plus a formatted Gmail HTML report.\u003c\/p\u003e\n\n\u003ch3\u003eWhat this workflow does\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003e\n\u003cstrong\u003eRuns on a daily schedule\u003c\/strong\u003e using a scheduled trigger.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eReads trade records from Google Sheets\u003c\/strong\u003e and normalizes key fields such as trade ID, settlement date, status, client email, and Slack member ID.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eValidates and reformats settlement dates\u003c\/strong\u003e, then flags trades as \u003cstrong\u003edelayed\u003c\/strong\u003e when the settlement date is before today and the status is \u003cem\u003enot\u003c\/em\u003e “settled”.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eFilters to delayed trades only\u003c\/strong\u003e and groups them by \u003cstrong\u003eclient email\u003c\/strong\u003e so each client receives a single batch.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eCalls Google Gemini (LangChain)\u003c\/strong\u003e for each client’s delayed trades to generate per-trade delay reasons, a severity level (\u003cstrong\u003eHIGH \/ MEDIUM \/ LOW\u003c\/strong\u003e), and a recommended action.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eRoutes by severity\u003c\/strong\u003e, then sends a \u003cstrong\u003eSlack DM summary\u003c\/strong\u003e to each client and emails a detailed \u003cstrong\u003eHTML report via Gmail\u003c\/strong\u003e.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eUse cases\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003eFor \u003cstrong\u003eSaaS operators\u003c\/strong\u003e managing trade operations: keep clients informed without manual follow-ups.\u003c\/li\u003e\n  \u003cli\u003eFor \u003cstrong\u003eautomation engineers\u003c\/strong\u003e: standardize settlement-delay triage and communications from one workflow.\u003c\/li\u003e\n  \u003cli\u003eFor \u003cstrong\u003eoperations teams\u003c\/strong\u003e: automatically generate consistent, structured delay explanations using Gemini.\u003c\/li\u003e\n  \u003cli\u003eFor \u003cstrong\u003eportfolio tracking\u003c\/strong\u003e teams: turn a Sheets-based trade pipeline into proactive client notifications.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eTechnical details\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003e\n\u003cstrong\u003en8n nodes\/logic:\u003c\/strong\u003e if, set, code, no op, merge\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eIntegrations:\u003c\/strong\u003e Google Sheets (trade portfolio input), Google Gemini via \u003cstrong\u003eLangChain\u003c\/strong\u003e, Slack OAuth2 (DM delivery), Gmail (HTML email reports)\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eSetup requirements:\u003c\/strong\u003e update spreadsheet ID and sheet tab; add Gemini credentials and confirm the selected Gemini model; connect Slack OAuth2 and ensure each row includes a valid Slack member ID; connect Gmail and ensure the workflow is allowed to send emails to client addresses.\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"N8N Commerce","offers":[{"title":"Default Title","offer_id":45758749835443,"sku":"N8N-17793","price":58.99,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0749\/6279\/6723\/files\/ht0q8nZm5kafCUMUbFbnd_S0AMiEhb.png?v=1785834308","url":"https:\/\/buyflowscripts.com\/products\/n8n-workflow-trade-settlement-delay-alerts-sheets-gemini-slack","provider":"N8N Commerce","version":"1.0","type":"link"}