Analyze failed trades in Google Sheets with Gemini and send Slack, email, and task alerts

Description

Failed Trade Root Cause Explainer

This workflow automatically monitors a Google Sheet for failed trades, analyzes each failure using AI and updates the sheet with a probable root cause, confidence level and actionable next steps. It also sends alerts via Slack and email and creates a follow-up task to ensure the issue is reviewed.

Quick Implementation Steps

Connect Google Sheets (Failed Trade Log)
Add Google Gemini API credentials
Configure Slack, Gmail and Google Tasks
Ensure sheet columns match workflow fields
Test with one sample failed trade
Activate the workflow

What It Does

This workflow automates the analysis of failed trades logged in a Google Sheet. Whenever a new trade is added, it validates whether the required failure details are present.

If valid, the workflow sends the trade details to Gemini AI, which returns a structured explanation including probable cause, confidence, next steps and a short ops summary. The workflow updates the same row with this analysis.

Once updated, alerts are sent to Slack and email and a follow-up Google Task is created for operational tracking. If required fields are missing, the workflow skips AI and marks the record as invalid.

Who It's For

Trade operations teams
Brokerage and fintech platforms
Back-office and support teams
Teams handling trade exceptions and failures

Requirements

n8n account (cloud or self-hosted)
Google Sheets (Failed Trade Log)
Google Gemini API credentials
Slack account
Gmail account
Google Tasks account

How It Works & Setup Guide

Step 1: Google Sheet Setup

Ensure your sheet contains fields like:

Trade ID, Client Name, Instrument, Trade Type
Quantity, Price, Trade Date
Counterparty, Venue
Error Code, Error Message, Failure Stage
Status, Priority, Analysis Status, Alert Sent

Step 2: Trigger Setup

Configure Google Sheets Trigger to fire on new row added

Step 3: Validation Logic

Workflow checks if Trade ID, Error Code and Error Message exist
If missing → marked as Invalid Input

Step 4: AI Analysis

Gemini analyzes trade failure
Returns structured JSON:

probable_cause
confidence
next_steps
ops_summary

Step 5: Sheet Update

Original row is updated with AI results
Analysis Status set to Completed

Step 6: Alerts & Actions

Slack alert sent to ops channel
Email alert sent with full summary
Google Task created for follow-up

Step 7: Final Update

Alert Sent updated to Yes after email is sent

How To Customize Nodes

Modify AI prompt for different analysis depth
Change Slack/email message formatting
Add more validation rules in IF node
Extend Google Sheet columns for more data
Adjust task content for follow-up workflows

Add-ons

Add severity-based alert routing
Integrate with Jira or ticketing systems
Add duplicate detection logic
Build dashboards for failed trade trends
Add retry logic for failed API calls

Use Case Examples

Real-time failed trade analysis
Faster ops team triage
Standardizing root cause reporting
Automated alerts and follow-ups
Maintaining audit-ready trade logs

There can be many more use cases depending on how the workflow is extended.

Troubleshooting Guide

| Issue | Possible Cause | Solution |
| ----------------------- | -------------------------------- | ------------------------------------------------------ |
| Workflow not triggering | Incorrect sheet or trigger setup | Verify sheet connection and activate workflow |
| Record marked invalid | Missing required fields | Ensure Trade ID, Error Code, Error Message are present |
| AI output missing | Invalid AI response | Ensure prompt enforces JSON format |
| Sheet not updating | Matching issue | Verify Trade ID mapping |
| Slack/email not sent | Credentials issue | Reconnect integrations |
| Task not created | Google Tasks not configured | Verify credentials |

Need Help?

If you need help setting up or customizing this workflow, our n8n developers at WeblineIndia can assist with implementation, integrations and scaling automation solutions.

Reach out to build tailored workflows for your business needs.