Workflow overview
Why this workflow matters
Relevant for managed services and support workflows.
Auto FAQ Generator for Clients using NewsAPI, OpenAI GPT-4.1 and Google Sheets This workflow automatically generates weekly client-ready investment FAQs by combining market news (NewsAPI) and portfolio data (Google Sheets) using OpenAI GPT-4.1. The final FAQs are structured and saved back into Google Sheets. Quick Implementation Steps Import the workflow into AlekSystem Add your NewsAPI API key in the HTTP Request node Connect your Google Sheets account Ensure your sheet has required columns: Client Name Asset Investment Amount Current Value Last Week Value Risk Level Sector Add your OpenAI API key Create a destination sheet with columns: Q1–A5 Activate the workflow That’s it! Your FAQs will be generated every Monday at 8 AM. What It Does This workflow automates the process of generating weekly investment FAQs for clients by combining real-time market insights with portfolio performance data. It ensures that financial advisors or teams can deliver consistent, relevant and easy-to-understand updates without manual effort. It pulls the latest tech-focused market news using NewsAPI and combines it with structured portfolio data stored in Google Sheets. The workflow then analyzes portfolio trends such as high-risk assets and declining investments to enrich the context. Using OpenAI, the workflow generates 5 practical and client-friendly FAQs, each with a short, one-line answer. These FAQs are then structured and saved into a Google Sheet, making them easy to reuse, share or distribute. Who’s It For Financial advisors and wealth managers Investment firms and portfolio managers Fintech startups Client relationship teams Anyone managing client portfolios and communications Requirements To use this workflow, you will need: AlekSystem account (self-hosted or cloud) NewsAPI account** (https://newsapi.org/) OpenAI API key** Google Sheets account** Required Google Sheets Structure 📥 Input Sheet (Portfolio Data) Must include these exact column headers: Client Name Asset Investment Amount Current Value Last Week Value Risk Level Sector 📤 Output Sheet (FAQs) Create a sheet with the following columns: Q1, A1 ,Q2, A2,Q3, A3, Q4, A4, Q5, A5 How It Works & Set Up 1. Schedule Trigger Node: Weekly Portfolio & News Trigger Runs every Monday at 8:00 AM You can modify timing as needed 2. Fetch Market News Node: Fetch Market News (HTTP Request) Endpoint: https://newsapi.org/v2/top-headlines Query Parameters: sources=techcrunch apiKey=YOUR_API_KEY Action Required: Add your NewsAPI key manually 3. Check News Availability Node: IF Node Checks whether news articles exist If yes → formats top 5 articles If no → uses fallback message 4. Format News Node: Format Top News Extracts top 5 headlines and descriptions Node: Fallback News Message Used when no news is available: "No major market news this week. Focus on portfolio performance" 5. Fetch Portfolio Data Node: Fetch Portfolio Data (Google Sheets) Connect your Google account Select your portfolio sheet 6. Format Portfolio Summary Node: Set Node Combines all rows into readable format: Client Name | Asset | Investment Amount | Current Value | Last Week Value | Risk Level | Sector 7. Analyze Portfolio Node: Code Node Calculates: Number of high-risk assets Number of assets losing value 8. Merge Data Node: Merge Node Combines: News data Portfolio summary & analysis 9. Generate FAQs using AI Node: OpenAI Model: gpt-4.1-nano Action Required: Add your OpenAI API credentials AI generates: Exactly 5 FAQs Focus on trends, risks, opportunities Simple one-line answers 10. Extract Structured Output Node: Set Node Uses regex to extract: Q1–Q5 A1–A5 11. Save FAQs to Google Sheets Node: Google Sheets (Append) Writes structured FAQs into output sheet Ensure your sheet has columns: Q1–A5 How To Customize Nodes Change News Source** Modify sources=techcrunch to another provider Adjust AI Output Style** Edit prompt in OpenAI node Example: longer answers, different tone Change Schedule** Update trigger node (daily, weekly, etc.) Modify Portfolio Analysis** Update Code node logic for deeper insights Add-ons Send FAQs via Email (Gmail/SMTP node) Push data to dashboards (Notion, Airtable) Send alerts via Slack or Microsoft Teams WhatsApp or SMS notifications Add historical comparison (week-over-week trends) Use Case Examples Weekly investor update emails Portfolio performance summaries for clients Internal advisory team insights Automated client reporting systems Fintech app content generation There can be many more use cases depending on how you extend the workflow. Troubleshooting Guide | Issue | Possible Cause | Solution | |------|--------------|----------| | No news data fetched | Missing or invalid NewsAPI key | Add valid API key in HTTP node | | Empty FAQs | OpenAI credentials missing | Configure OpenAI API key | | FAQs not structured properly | AI output format changed | Ensure prompt format is unchanged | | Google Sheets not updating | Incorrect sheet or permissions | Reconnect credentials and verify sheet | | Portfolio data not showing | Incorrect column names | Ensure exact headers are used | | Workflow not triggering | Schedule inactive | Activate workflow | Need Help? If you need assistance with: Setting up this workflow Customizing AI prompts Adding advanced automation features Integrating with your business tools We’re here to help! Contact WeblineIndia for expert support in building and scaling automation workflows tailored to your business needs.
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