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Workflow starter brief

Email a daily report on the stocks you follow

Pulls prices, fundamentals and headlines for your watchlist each weekday before the New York market open and emails one written report.

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Proposed workflow

A starting brief, not a preconfigured workflow or proof of a completed outcome. Review the generated steps and test with your accounts before publishing.

When

Every weekday at 01:00 PM UTC, before the New York market open.

Then

  1. Read your watchlist from the Google Sheets spreadsheet id you choose in setup.
  2. Get price and technical indicators from Twelve Data, company fundamentals from Alpha Vantage and recent headlines from NewsAPI.
  3. Write one report combining the three views per ticker.
  4. Email the report to you with Gmail, sending one report a day and skipping a day already sent.

Before you publish

Connect the accounts and credentials it needs first. Optional AI steps use AI at runtime and their output can vary, so review the workflow and test it before publishing.

Runtime limits, account access and AI usage

Apps it connects

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