Detect client portfolio news impact with Gemini AI, Gmail, and Google Sheets

Description

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 n8n 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

n8n 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 n8n automation developers at WeblineIndia.

We can help you:

Deploy and configure n8n 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.