Generate weekly advisor talking points with Gemini, Gmail and Google Sheets

Description

Weekly “Talking Points” Generator for Advisors

This workflow automatically generates a weekly financial advisory briefing every Monday at 8 AM. It fetches live market data (SPY), collects top financial news, uses Google Gemini AI to generate client-ready talking points and sends a formatted email via Gmail. It also logs all data into Google Sheets for tracking and analysis.

Quick Implementation Steps

Add your Alpha Vantage API key in the market data node
Add your NewsAPI key in the news node
Connect your Google Gemini API credentials
Connect your Gmail account (OAuth2)
Connect your Google Sheets account
In Set All Variables node, enter:
Advisor Email (receiver email)
Advisor Name
Firm Name
Activate the workflow

What It Does

This workflow automates the creation of weekly financial talking points for advisors. Every Monday morning, it collects real-time SPY (S&P 500 ETF) market data and the latest financial news headlines. These inputs are combined and processed to ensure only valid and clean data is used.

The cleaned data is then sent to Google Gemini AI, which generates structured advisor-ready talking points along with simple client-friendly analogies. These insights help advisors communicate market trends effectively to clients.

Finally, the workflow formats the output into a professional email and sends it via Gmail. At the same time, all key data including market values, headlines and AI-generated output is stored in Google Sheets for record-keeping and analysis.

Who It's For

Financial Advisors
Wealth Managers
Investment Consultants
Portfolio Managers
Fintech Teams building advisory tools
Anyone who needs automated weekly market insights

Requirements to Use This Workflow

To run this workflow, you will need:

n8n account (self-hosted or cloud)
Alpha Vantage API Key (for market data)
NewsAPI Key (for financial news)
Google Gemini API credentials
Gmail OAuth2 connection
Google Sheets account
A valid receiver email (advisor email)

Step-by-Step Setup Guide

1. Schedule Trigger

The workflow starts automatically every Monday at 8 AM

2. Fetch Market Data

Node: Fetch SPY Market Data (Alpha Vantage)
Add your Alpha Vantage API key
It retrieves:
Price
Change %
High / Low
Volume

3. Fetch Financial News

Node: Fetch Top 5 Financial News Headlines
Add your NewsAPI key
It retrieves the latest 5 news headlines

4. Merge Data

Node: Merge Market and News Data
Combines both API responses into one dataset

5. Configure Variables (IMPORTANT)

Node: Set All Variables – Edit Here to Reconfigure

Update the following:
advisorEmail → Enter receiver email ID
advisorName → Your name
firmName → Your company name

This node also prepares:
Market values
News headlines
AI prompt

6. Clean & Prepare Data (Code Node)

Node: Clean & Prepare Market Data

What it does (simple explanation):

Removes empty or invalid news headlines
Ensures at least one fallback headline exists
Checks if SPY price is valid
Combines headlines into a readable format

7. Validate Data

Node: Validate Data Before AI
Ensures important data (like SPY price) is available
If invalid → workflow stops

8. Generate AI Output

Node: Generate Weekly Briefing with Gemini
Uses Gemini model to generate:
5 talking points
2 client-friendly analogies

9. Validate AI Output

Node: Check – Did Gemini Return a Valid Response
If empty → workflow stops
If valid → continues

10. Format Output

Node: Format AI Response as Clean HTML
Converts AI text into email-friendly HTML format

11. Send Email

Node: Send Weekly Briefing Email via Gmail
Sends formatted briefing to advisor email

12. Log Data in Google Sheets

Node: Log Weekly Briefing to Sheet

Setup Google Sheets:

Create a new Google Sheet
Add columns:
Date
Advisor Name
Firm Name
SPY Price
SPY Change %
SPY Day High
SPY Day Low
SPY Volume
Top Headline
All Headlines
Full AI Output
Email Status
Execution Time

Connect your Google Sheets account in n8n
Select the sheet and map fields (already configured)

How To Customize Nodes

Change Market Symbol**
Modify symbol=SPY in Alpha Vantage node

Change News Topic**
Update q=regulation in NewsAPI node

Modify AI Output Style**
Edit prompt inside Set Variables node

Change Email Format**
Customize HTML in Gmail node

Adjust Schedule**
Change trigger timing (daily, weekly, etc.)

Add-ons (Extend the Workflow)

Add Slack or WhatsApp notifications
Store logs in database instead of Sheets
Add multiple advisors (loop emails)
Include more market indices (NASDAQ, Dow Jones)
Add PDF report generation
Add dashboard visualization (Power BI / Looker Studio)

Use Case Examples

Weekly client briefing preparation for advisors
Internal market update emails for financial firms
Automated newsletter generation
Portfolio review preparation support
Content generation for financial blogs

There can be many more use cases depending on how you customize this workflow.

Troubleshooting Guide

| Issue | Possible Cause | Solution |
|------|--------------|---------|
| No email received | Advisor email not set | Enter valid email in Set Variables node |
| Empty AI response | Gemini API issue | Check API key and model connection |
| No market data | Invalid Alpha Vantage API key | Verify API key |
| No news headlines | NewsAPI issue or limit reached | Check API key and quota |
| Workflow stops early | Validation failed | Ensure SPY data is available |
| Google Sheets not updating | गलत mapping or credentials issue | Reconnect and verify column mapping |
| Email formatting issue | HTML formatting error | Check Format node |

Need Help?

If you need help setting up, customizing or scaling this workflow, feel free to reach out.

Whether it's:
Adding advanced automation
Integrating with CRM systems
Building custom AI workflows
Scaling for enterprise use

n8n automation developers at WeblineIndia can help you build powerful automation solutions tailored to your business needs.

Get in touch for expert assistance and custom workflow development.