Answer wealth management portfolio questions with Google Sheets, live prices and Google Gemini
When chat message received
Parse Client Message
IF Valid Input?
Build Invalid Input Response
Log Invalid Input
googleSheets
Return Invalid Response
Get Client Profile
googleSheets
IF Client Found?
Build Client Not Found Response
Get Client Holdings
googleSheets
Prepare Symbols
IF Holdings Found?
Build No Holdings Response
Get Live Prices
memic-nse-quotes-api.hf.space
Normalize Price Response
IF Price API Worked?
Build API Failed Response
Merge Portfolio Data
Get Market Context
memic-nse-quotes-api.hf.space
Attach Market Context
Build AI Prompt
Generate AI Answer
google
Extract AI Answer
Format Final Output
IF AI Reply Exists?
Build AI Failed Response
Build Success Result
Log Result
googleSheets
Create Gmail Draft
gmail
Return Final Output
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