Generate weekly advisor talking points with Gemini, Gmail and Google Sheets

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 financial news, uses Google Gemini AI to generate client-ready talking points and sends a formatted email via Gmail. It also logs all data into Google Sheets for tracking and analysis.

Quick Implementation Steps

1. Add your Alpha Vantage API key in the market data node 2. Add your NewsAPI key in the news node 3. Connect your Google Gemini API credentials 4. Connect your Gmail account (OAuth2) 5. Connect your Google Sheets account 6. In Set All Variables node, enter: - Advisor Email (receiver email) - Advisor Name - Firm Name 7. [Activate the workflow ](https://n8n.partnerlinks.io/om1efg2qgvwi)

What It Does

This workflow automates the creation of weekly financial talking points for advisors. Every Monday morning, it collects real-time SPY (S&P 500 ETF) market data and the latest financial news headlines. These inputs are combined and processed to ensure only valid and clean data is used.

The cleaned data is then sent to Google Gemini AI, which generates structured advisor-ready talking points along with simple client-friendly analogies. These insights help advisors communicate market trends effectively to clients.

Finally, the workflow formats the output into a professional email and sends it via Gmail. At the same time, all key data including market values, headlines and AI-generated output is stored in Google Sheets for record-keeping and analysis.