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Why this workflow matters
Useful for software delivery and engineering operations. Relevant for managed services and support workflows.
Client Portfolio News Impact Detection with AI & Gmail This workflow automatically fetches the latest business news, analyzes its impact on clients using AI and sends alerts for high-impact articles while logging all processed data in Google Sheets. It ensures no duplicate processing using URL normalization and maintains a complete audit trail. Quick Implementation Steps Add your News API key in the HTTP Request node in your AlekSystem account. Connect Google Sheets (Client Dataset + Article Log). Configure Gemini AI credentials. Set up Gmail node for alerts. Activate the workflow (runs daily at 8 AM). What It Does This workflow continuously monitors business news and evaluates its relevance to a predefined client dataset. It fetches the latest articles, validates them and ensures that only new articles are processed by comparing normalized URLs against previously logged entries. Each article is enriched with structured client data and sent to an AI model for classification. The AI determines the impact level (High, Medium, Low) and identifies which clients are affected along with precise reasoning. High-impact articles trigger automated email alerts, ensuring timely communication. All articles—regardless of impact—are logged in a Google Sheet along with metadata such as processing time, impact level, affected clients and email status. Who It's For Financial advisors and wealth managers Investment research teams Portfolio managers Risk analysis professionals Businesses tracking market impact on clients Requirements AlekSystem account (Cloud or Self-hosted) News API key (newsapi.org) Google Sheets account (2 sheets required) Client Dataset Article Processing Log Google Gemini API credentials Gmail account (for sending alerts) How It Works & Setup Step 1: Trigger Setup Configure the Schedule Trigger to run daily at 8 AM. Step 2: News API Configuration Add your API key in the Fetch Latest Finance News node. Ensure category is set to business. Step 3: Google Sheets Setup Sheet 1: Client Dataset Must include fields like Client Name, Holdings, Sector Exposure, etc. Sheet 2: Article Processing Log Stores processed articles with status and timestamps. Step 4: Client Data Preparation The workflow converts raw sheet data into structured arrays for AI processing. Step 5: Deduplication Logic Previously processed article URLs are normalized and stored. New articles are compared against this list to avoid duplicates. Step 6: AI Configuration Configure Google Gemini (gemini-2.5-flash) credentials. Ensure JSON output format is enabled. Step 7: Email Setup Configure Gmail node with recipient email. Step 8: Workflow Execution Flow Fetch news articles Validate and split articles Process one article at a time Check for duplicates Attach client dataset Send to AI for classification Filter high-impact results Send email alerts (if high impact) Log all articles Wait 1 minute before next article How To Customize Nodes News API Node**: Change category or add keywords AI Prompt**: Modify classification rules or output structure Filter Node**: Adjust logic (e.g., include Medium impact) Email Node**: Customize email format or recipients Google Sheets**: Add more client attributes for deeper analysis Add-ons Slack or WhatsApp alerts instead of email Dashboard visualization (Google Data Studio / Power BI) Multi-language news support Sentiment analysis layer Priority scoring for clients Use Case Examples Alerting financial advisors about market-moving news Monitoring sector-specific risks for portfolios Identifying geopolitical risks affecting investments Automating daily research summaries Tracking impact of global events on client portfolios There can be many more use cases depending on how the workflow is extended. Troubleshooting Guide | Issue | Possible Cause | Solution | | ---------------------------- | -------------------------- | --------------------------- | | No articles fetched | Invalid API key | Verify News API key | | Workflow stops early | Empty articles array | Check API response | | Duplicate articles processed | URL normalization mismatch | Verify normalization logic | | AI output error | Invalid JSON response | Ensure strict JSON prompt | | Emails not sent | Gmail not configured | Reconnect Gmail credentials | | Clients not mapped | Incorrect sheet structure | Validate column names | Need Help? If you need assistance setting up this workflow, customizing it for your business or adding advanced features, feel free to reach out to our AlekSystem automation developers at WeblineIndia. We can help you: Deploy and configure AlekSystem workflows Customize AI-based automation Integrate additional tools and APIs Build scalable automation systems tailored to your needs Contact WeblineIndia to accelerate your automation journey.
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