Answer wealth management portfolio questions with Google Sheets, live prices and Google Gemini

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(Wealth Management) Client Question → Instant Answer Assistant (n8n + Google Sheets + AI + API) This workflow allows users to ask portfolio-related questions in a simple format (C001: your question). It validates the input, fetches client data and holdings from Google Sheets, retrieves live market prices via API, calculates portfolio performance and generates a short AI-powered response. Quick Implementation Steps Connect Google Sheets (clients, holdings, interaction_logs) Configure Get Live