Generate personalized financial plans with Google Gemini, Sheets, Drive and Gmail
Ready for 3.0Ready for 3.0. This template uses no nodes that n8n 3.0 removes. No removed nodes, versions or helpers found. Static check, last run 2026-10-19.
What this workflow does
This AI workflow has 20 nodes and runs when an HTTP POST request hits its webhook URL. Along the way it connects Google Sheets, Google Gemini, Google Drive and Gmail. It also calls api.pdfshift.io over HTTP.
How it runs
Trigger: When an HTTP POST request hits its webhook URL.
- Normalize Input Data (Edit Fields (Set)): sets 2 fields: Income, Goal
- Validate Income & Goal (If): checks a condition and branches into true / false
- Enrich Financial Metrics (Edit Fields (Set)): sets 5 fields: Income, Goal, Timestamp…
- Return Validation Error (Respond to Webhook): sends the response back to the webhook caller
- Store User Data (Google Sheets) (Google Sheets): append
- Route by Income Category (Switch): routes items into 3 branches
- Generate Plan (Mid Income) (Google Gemini): uses Google Gemini
- Generate Plan (Low Income) (Google Gemini): uses Google Gemini
- Generate Plan (High Income) (Google Gemini): uses Google Gemini
- Merge: merges the data from its input branches
…plus 9 more steps. See the full node list below.
Services it uses
HTTP calls to: api.pdfshift.io
Before you upgrade to n8n 3.0
Nothing in this workflow is removed in n8n 3.0, so it should import and run after the upgrade.
Nodes used (11)
- Webhook
n8n-nodes-base.webhook - Edit Fields (Set)
n8n-nodes-base.set - If
n8n-nodes-base.if - Respond to Webhook
n8n-nodes-base.respondToWebhook - Google Sheets
n8n-nodes-base.googleSheets - Switch
n8n-nodes-base.switch - Google Gemini
@n8n/n8n-nodes-langchain.googleGemini - Merge
n8n-nodes-base.merge - HTTP Request
n8n-nodes-base.httpRequest - Google Drive
n8n-nodes-base.googleDrive - Gmail
n8n-nodes-base.gmail
From the author
Quick overview 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…