Generate weekly client investment FAQs automatically

Combines market news with portfolio data to write client-ready investment FAQs every week.

How the work actually flows

A straight line. Runs once per one per client portfolio.

Pattern: Sequence (1) ยท Multiple Instances with a priori Design-Time Knowledge (13)

flowchart TD trig(["weekly schedule fires"]):::trigtime s0[["pull market news and portfolios"]]:::mi s1["flag high-risk investments"]:::task s2["AI writes FAQ content"]:::task s3[("save FAQs to sheet")]:::store trig --> s0 s0 --> s1 s1 --> s2 s2 --> s3 out[/"weekly sheet of client FAQs"/]:::out pay{{"hours saved writing client updates"}}:::pay s3 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepRuns once per itemA record or sheetResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
Spreadsheet & Database OpsResearch & Market Intelligence
Connects
NewsAPIOpenAIGoogle Sheets
Featured in

The problem it solves

Writing fresh, relevant FAQs for clients every week means keeping up with market news and checking every portfolio for risk and performance changes. Doing this by hand for a whole book of clients eats up hours you don't have.

Who it fits

Financial advisors and wealth management teams who send clients regular market updates.

How it works

  1. A weekly schedule kicks off the process
  2. The system pulls current market news and each client's portfolio data
  3. It flags high-risk assets and declining investments for context
  4. AI writes client-friendly questions and answers based on the news and portfolio
  5. The finished FAQs are saved into a Google Sheet ready to share
What you get

FAQs ready for your advisors to send

You get weekly investment FAQs written from current market news and each client's portfolio, ready to share with your clients.

What you get

A Google Sheet with ready-to-send FAQs for each client, refreshed every week.

What you need

A NewsAPI account, an OpenAI API key, and a Google Sheets account.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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