Workflow overview
Why this workflow matters
Relevant for managed services and support workflows. Supports knowledge capture and document intelligence use cases.
📘 Workflow Documentation – Stock Market Daily Digest 👋 Introduction Wake up to a clean, analyst-style stock digest in your inbox—top gainers/losers, a readable performance table, 3–5 insights, and upcoming events—no spreadsheets, no manual scraping, no copy-paste. This article explains, step by step, how to build a robust, daily, end-to-end automation that collects market data (Bright Data), waits until scraping is done, aggregates results, asks an AI model (OpenAI) to draft a styled HTML email, logs everything to Airtable, and finally sends the report via Gmail. You’ll find a friendly but technical tour of every single node, so you can rebuild or adapt the same pipeline with confidence. 🎯 Who is this workflow for? Investors & traders** who want a quick, readable daily summary. Finance/Product teams** building data-driven alerts/digests. Consultants & agencies** sending recurring client updates. Automation builders** prototyping finance ops quickly. 🧰 Tools you’ll need Bright Data** — dataset triggers & snapshots for reliable web data. OpenAI (GPT)** — to generate a professional HTML digest. Airtable** — store daily rows for history, filters, dashboards. Example Airtable Table: Daily Stocks | Ticker | Company | Price | Change % | Sentiment | Date | |--------|--------------------------|---------|----------|-----------|---------------------| | AAPL | Apple Inc. | 225.80 | +1.4% | 🟢 Positive | 2025-09-18 09:00 | | MSFT | Microsoft Corporation | 415.20 | -0.7% | 🔴 Negative | 2025-09-18 09:00 | | NVDA | NVIDIA Corporation | 124.55 | +2.1% | 🟢 Positive | 2025-09-18 09:00 | | TSLA | Tesla Inc. | 260.00 | -3.0% | 🔴 Negative | 2025-09-18 09:00 | | META | Meta Platforms Inc. | 310.45 | +0.5% | 🟡 Neutral | 2025-09-18 09:00 | Gmail** — deliver the final HTML email to stakeholders. AlekSystem** — the automation engine that orchestrates every step. > Keep API keys in AlekSystem Credentials (never hard-code secrets). 🗺️ Architecture at a glance Schedule fires daily Seed list of tickers Split into one item per stock Prepare keyword for scraping Launch Bright Data job Poll progress with a wait-loop Fetch snapshot data Aggregate for the AI Generate HTML summary (GPT) Save rows to Airtable Send email via Gmail ⚙️ Step-by-step — Every node explained ⏰ Daily Run Trigger (Schedule Trigger) Purpose Start the automation at a precise time each day so nobody needs to push a button. Parameters (English) Trigger Type**: Time Interval or Cron Every X**: 1 Day (or your preferred cadence) Timezone**: UTC (or your own) Start Time**: optional (e.g., 09:00) 📝 Set Stock List (Set Node – SAMPLE DATA) Purpose Define the universe of stocks to monitor. This acts as the seed data for scraping. Parameters Values to Set**: Fixed JSON (array of objects) Keep Only Set**: true Fields per item**: ticker, name, market_cap (you may add sector, isin, etc.) 🔀 Split Stocks (Split Out) Purpose Turn the array into individual items so each ticker is processed independently (scraping, polling, results). Parameters Operation**: Split Out Items Field to Split**: the array defined in the previous Set node 🏷 Prepare Stock Keyword (Set Node) Purpose Create a keyword field (typically equal to ticker) for Bright Data discovery. Parameters Values to Set**: Add Field Field Name**: keyword Value**: use an expression referencing the current item’s ticker (e.g., ` {{ $json.ticker }} `) 🕸 Bright Data Scraper (HTTP Request) Purpose Trigger the Bright Data dataset to start collecting information for the keyword. Returns a snapshot_id to poll later. Parameters Method**: POST Endpoint**: https://api.brightdata.com/datasets/v1/trigger Authentication**: Authorization: Bearer <token> (header) Body Fields**: dataset_id: your Bright Data dataset ID discover_by: usually keyword keyword: the value prepared above > Add a retry/backoff policy on 429/5xx in node options. 🔄 Check Scraper Progress (HTTP Request) Purpose Poll Bright Data to see whether the snapshot is running or ready. Parameters Method**: GET Endpoint**: https://api.brightdata.com/datasets/v1/snapshots/{snapshot_id} Authentication**: Authorization: Bearer <token> Expected Output**: a status field (running, ready) ⏳ Wait for Data (Wait Node) Purpose Pause between progress checks to avoid rate limits and give Bright Data time to finish. Parameters Mode**: Wait a fixed amount of time Time**: e.g., 30 seconds (tune to your dataset size) 🔀 Scraper Status Switch (Switch Node) Purpose Route logic based on the polled status. Parameters Value to Check**: status Rules**: Equals running → go to Wait for Data (then re-check) Equals ready → proceed to Fetch Scraper Results > Loop pattern: Check → Wait → Check, until ready. 📥 Fetch Scraper Results (HTTP Request) Purpose Download the completed snapshot data once Bright Data marks it ready. Parameters Method**: GET Endpoint**: https://api.brightdata.com/datasets/v1/snapshots/{snapshot_id}/data Authentication**: Authorization: Bearer <token> Query**: format=json Output**: array of rows per ticker (price, change %, any fields your dataset yields) > Normalize fields with a Set/Code node if needed. 📊 Aggregate Stock Data (Aggregate Node) Purpose Combine all individual items into one consolidated object so the AI can analyze the entire market snapshot. Parameters Mode**: Aggregate (merge to a single item) Fields to Include**: ticker, name, price, change, sentiment (plus any extra fields captured) Output**: one JSON item containing an array/map of the day’s stocks 🤖 Generate Daily Summary (AI Node – OpenAI) Purpose Ask the model to convert raw data into a styled HTML email: headline, top movers, table, insights, and (optional) upcoming events. Parameters Model**: gpt-4.1 Input**: the aggregated JSON from the previous node Prompt guidelines**: Output HTML only with inline styles (email-safe) Include a table (Ticker, Company, % Change with ↑/↓ & color, Market Cap, Sentiment icon) Highlight top 2 gainers & 2 losers with short reasoning if present Provide 3–5 insights (sector rotation, volatility, outliers) Add upcoming events when available (earnings, launches, macro) Footer: “Generated automatically by your AI-powered stock monitor” Output field**: confirm the exact property that contains the HTML (e.g., output, message, text) 🗂 Save to Airtable (Airtable – Create Record) Purpose Log each item (or the roll-up) to Airtable for history, filtering, and dashboards. Parameters Operation**: Create Record Base ID**: from your Airtable URL Table**: e.g., Daily Stocks Field Mapping**: Ticker ← ` {{ $json.ticker }} ` Company ← ` {{ $json.name }} ` Price ← ` {{ $json.price }} ` Change % ← ` {{ $json.change }} ` Sentiment ← ` {{ $json.sentiment }} ` Date ← ` {{ $now.toISO() }} ` > Use a Single-Select for Sentiment (🟢 / 🟡 / 🔴) to build clean Airtable views. 📧 Send Report via Gmail (Gmail Node) Purpose Deliver the AI-generated HTML digest to your recipients. Parameters Operation**: Send Email Send To**: one or more recipients (e.g., investor@domain.com) Subject**: Daily Stock Market Digest – {{ $now.format("yyyy-MM-dd") }} Message (HTML)**: reference the AI node’s HTML property (e.g., ` {{ $('Generate Daily Summary').first().json.output }} `) Options: set **Append Attribution to false (keep the email clean) > Test in Gmail, Outlook, and mobile to validate inline CSS. 🧪 Error handling & reliability tips Backoff on Bright Data* — If scraping many tickers, increase *Wait** or batch requests. Guard against empty results** — If a snapshot returns 0 rows, branch to a fallback email (“No data today”). AI guardrails** — Enforce “HTML-only” and skip missing sections gracefully. Airtable normalization** — Strip %, cast numbers to float before insert. Observability* — Add a final Slack/Email *On Fail** node with run ID and error message. 🧩 Customization ideas Sector deep-dives**: add sector fields and a second AI paragraph on sector rotation. CSV attachment**: generate & attach a CSV for power users. Multiple lists**: run parallel branches for Tech, Healthcare, or regions. Other asset classes**: Crypto, ETFs, Indices, FX. Audience targeting**: different “To” lists and slightly different prompts per audience. ✅ Why this workflow is powerful Hands-off** — the report simply shows up every day. Analyst-grade** — clean HTML, top movers, tidy table, actionable insights. Auditable** — rows archived in Airtable for history and dashboards. Composable** — swap scrapers, LLMs, storage, or email service. Scalable** — start with 10 tickers, grow to many lists using the same loop. For advanced no-code & AI projects, see 0vni – Agence automatisation.
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