Generate weekly client FAQ updates using NewsAPI, GPT-4.1 and Sheets

Description

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 n8n
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:

n8n 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.