Analyze corporate action impact from NSE RSS with Google Sheets, Gemini, and Gmail

Description

Corporate Actions Impact Analyzer

> n8n, NSE RSS, Google Sheets, Gemini AI and Gmail

This workflow automatically tracks corporate actions from NSE RSS, matches them with a single client’s portfolio stored in Google Sheets, calculates financial impact using AI and sends a structured email summary. Every run is logged for tracking and auditing.

Quick Implementation Steps

Connect credentials in your n8n account:
Google Sheets
Gmail
Google Gemini API
Open Config (Edit Fields) and update client_id and admin_email
Ensure your Portfolio Sheet has required columns (see below)
Run workflow manually once for testing
Activate Run Workflow (Scheduler)

What It Does

This workflow automates corporate action monitoring for a single client portfolio. It starts by fetching the latest corporate actions from the NSE RSS feed and converting raw feed data into structured fields such as company name, dividend amount, ratios and important dates.

It then retrieves the client’s holdings from Google Sheets and intelligently matches them with corporate actions using normalized company names. Only relevant matches are processed further.

For matched actions, the workflow uses Gemini AI to calculate financial impact including dividend benefits, bonus shares and required actions. It generates a clean summary and sends it via email, while logging every run.

Who It's For

Financial advisors managing client portfolios
Wealth management firms
Stock analysts tracking corporate actions
n8n automation builders
Fintech workflow developers

Requirements

Tools Required

n8n account (Cloud or Self-hosted)
Google Sheets account
Gmail account
Google Gemini API access

Required Google Sheet Structure

Portfolio Sheet (Sheet Name: Portfolio)

Required columns:

client_id, client_name, email, asset_name, company_name, symbol, quantity, avg_buy_price, asset_type

Action_Log Sheet

Used for logging workflow results
No predefined schema required

How It Works & Setup Guide

Step 1: Scheduler

Node: Run Workflow (Scheduler)

Triggers workflow at defined intervals

Step 2: Configuration

Node: Config (Edit Fields)

Set:
client_id
admin_email

Step 3: Fetch RSS Data

Node: Fetch Corporate Actions

Pulls NSE corporate action RSS feed

Step 4: Normalize Data

Node: Normalize RSS

Converts raw feed into structured fields

Step 5: Fetch Portfolio

Node: Fetch Portfolio (Single Client)

Reads holdings from Google Sheets

Step 6: Match + Build Prompt

Node: Compare Holdings + Build Prompt

Matches portfolio with corporate actions
Builds AI input prompt

Step 7: Match Check

Node: Has Matching Actions?

TRUE → AI processing
FALSE → No-match flow

Step 8: AI Processing

Node: Generate AI Impact Summary

Calculates impact using Gemini

Step 9: Parse Output

Node: Clean + Parse AI Output

Cleans and converts response to JSON

Step 10: Validation

Node: AI Output Valid?

TRUE → Send results
FALSE → Error flow

Step 11A: Success Flow

Format Email + Log Row
Send Email Notification
Log Result to Sheets

Step 11B: No Match Flow

Prepare No-Match Output
Send No-Match Email
Log No-Match Run

Step 11C: Error Flow

Prepare Parse-Error Output
Send Admin Review Email
Log Parse Error

How To Customize Nodes

Modify Config (Edit Fields) for different clients
Update matching logic in Compare Holdings + Build Prompt
Adjust AI prompt for output formatting
Customize email content in Format Email + Log Row
Replace RSS source if needed

Add-ons

Multi-client automation support
Slack or WhatsApp alerts
Real-time stock price integration
Dashboard visualization
Historical tracking
Risk scoring layer

Use Case Examples

Dividend alerts for clients
Portfolio monitoring automation
Wealth advisor reporting
Corporate action tracking system
Automated financial notifications

There can be many more use cases depending on customization.

Troubleshooting Guide

| Issue | Possible Cause | Solution |
| ------------------- | ------------------------ | --------------------------- |
| No data in output | RSS feed issue | Check RSS URL |
| No matches found | Client holdings mismatch | Verify company names |
| AI parse error | Invalid AI response | Check prompt structure |
| Email not sent | Gmail credentials issue | Reconnect Gmail |
| Sheets not updating | Wrong sheet ID | Verify Google Sheets config |

Need Help?

If you need help setting up, customizing or scaling this workflow, you can reach out to our n8n workflow development experts at WeblineIndia.

We can help you with:

Custom workflow development
Multi-client scaling
API integrations
AI optimization
Production-ready automation systems

Get expert help and build powerful automation tailored to your business needs.