📈 Track SIP goals with OpenAI ChatGPT, Gmail and Google Sheets
⚡ 43 views · 📈 Crypto Trading & Stock Market
Description
Quick Overview
This workflow collects SIP and mutual fund details via an n8n Form, calculates goal and performance metrics, generates a personalized advisory using OpenAI, emails a color-coded HTML report via Gmail, and appends each submission to a Google Sheets log for ongoing tracking.
How it works
- Receives an investor submission through an n8n Form with SIP, fund, and goal details.
- Calculates months invested, total invested, returns, an approximate CAGR, goal completion percentage, and an estimated monthly top-up needed to reach the goal.
- Sends the calculated metrics to OpenAI Chat Completions to generate a structured, plain-English advisory (including ELSS 80C context when applicable).
- Parses the AI response with a fallback advisory if parsing fails, and assigns colors for performance, returns, and goal progress.
- Builds a color-coded HTML email report with KPI cards, a goal progress bar, and the advisory sections.
- Appends the submission and calculated metrics to a Google Sheets “SIP Log” tab and emails the report to the investor via Gmail.
Setup
- Add an OpenAI API credential and ensure the OpenAI Chat Completions endpoint is accessible from your n8n instance.
- Connect Google Sheets OAuth2 credentials, create a spreadsheet with a “SIP Log” sheet, and replace
YOUR_SIP_TRACKER_SHEET_IDwith your document ID. - Connect Gmail OAuth2 credentials and confirm the sender account is allowed to send emails to your form recipients.
- Activate the workflow and share the Form URL (path
sip-tracker) so investors can submit their SIP details.
🔗 Nodes Used
Google Sheets, HTTP Request, Gmail, n8n Form Trigger
📥 Import
Download workflow.json and import into n8n:
Workflow menu → Import from File