193 workflows
by WeblineIndia
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Smart Client Email Automation for Financial Advisors
This workflow automatically generates and sends personalized client emails using portfolio data and live market trends. It fetches client details ...
Google Sheets + Twelve Data + Groq AI Stock Risk Alert Workflow
> Smart Stock Risk Alerts in Minutes
This workflow automatically reads your stock portfolio from Google Sheets, fetches real-time p ...
Weekly Client Report Generator
This workflow automatically generates weekly portfolio reports for clients using their investment data from Google Sheets. It calculates profit, growth and other key me ...
Smart Investor Profiling and Reporting Workflow
This workflow is a comprehensive automation engine that bridges the gap between raw client data and expert-level financial advice. Upon receiving a new ...
Sentiment Analysis Workflow using Webhook, Hugging Face, Google Sheets & Jira
This workflow automatically analyzes incoming text feedback, classifies it into Positive, Neutral or Negative using a Hug ...
Client Portfolio Diversification Check using n8n, Google Sheets, OpenAI & Slack
This n8n workflow automatically analyzes client portfolio data from Google Sheets, evaluates sector allocation, risk le ...
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 fin ...
AI Earnings Analyst
> RSS to Slack Automation via Gemini & n8n
This workflow automates the tedious task of monitoring financial news by converting raw Google News RSS feeds into structured, action ...
Automated Daily Stock Market Insight Generator
> Alpha Vantage, Google Gemini AI and Slack Integration
This n8n workflow provides an end-to-end solution for automated financial analysis. By combi ...
AI Portfolio Analysis & Reporting using Google Sheets, RSS, Groq LLM & Gmail
This n8n workflow automatically analyzes your stock portfolio every day at 4 PM. It fetches portfolio data from Google She ...
Macro News: AI-Driven Market Impact Scoring Automation
This workflow is a high-precision financial intelligence engine that monitors macroeconomic news to identify high-impact trading opportunities. ...
AI-Powered SENSEX Signal Generator
> Gemini, Yahoo Finance & Google Sheets
This n8n workflow automatically analyzes SENSEX market data using technical indicators and AI (Google Gemini) to generat ...
Transaction Monitoring Workflow
> n8n, Google Sheets, Groq AI & Gmail Alerts
This workflow automatically monitors daily transactions stored in Google Sheets, detects suspicious activity based on ...
Compliance Checklist Auto-Generator
> n8n + Gemini + Google Sheets
This workflow automatically monitors a tax compliance RSS feed, filters relevant regulatory updates, analyzes them using AI and ...
AI-Powered Email Monitoring & Compliance Risk Detection
> Gmail + Gemini + Google Sheets
This workflow automatically monitors incoming Gmail messages, analyzes them using Google Gemini AI for co ...
Portfolio Exposure Risk Summary Generator
> n8n + Google Sheets + Gemini + Slack + Gmail
This workflow automatically analyzes portfolio data from Google Sheets on a scheduled basis, calculates ex ...
AI-Powered Risk Monitor: Negative News Tracker
This workflow acts as an automated early-warning system for corporate risk. It pulls a list of companies from a Google Sheet, uses SerpAPI to scout the ...
KYC Risk Profiling Form with n8n, OpenAI, Google Sheets & Slack
This workflow captures customer KYC details through an n8n Form, validates the submitted input, sends the cleaned data to OpenAI for au ...
Trade Break Reconciliation Assistant
This workflow automates trade reconciliation between internal and external systems using Google Sheets. It detects mismatches (price, quantity, amount, etc.), use ...
Failed Trade Root Cause Explainer
This workflow automatically monitors a Google Sheet for failed trades, analyzes each failure using AI and updates the sheet with a probable root cause, confidence le ...