Draft weekly client newsletters with AI research and approval

Every week, AI researches the markets, drafts a client newsletter, and waits for your approval before it's finalized.

How the work actually flows

A straight line. A person has to approve before it continues.

Pattern: Sequence (1)

flowchart TD trig(["weekly schedule fires"]):::trigtime s0["research market data"]:::task s1["draft newsletter copy"]:::task s2["check accuracy and compliance"]:::task s3(("email preview for approval")):::human s4["create final gmail draft"]:::svc trig --> s0 s0 --> s1 s1 --> s2 s2 --> s3 hg(("you approve or request changes")):::human s3 --> hg hg -->|"approved"| s4 hg -. "sent back" .-> s3 out[/"approved newsletter draft in gmail"/]:::out pay{{"saves hours of weekly research and writing"}}:::pay s4 --> 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 stepAn outside serviceA personResultPayoff
Build size
Advanced

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

Business functions
Email AutomationResearch & Market IntelligenceAPI & Webhook IntegrationFinance & AccountingSecurity & Compliance
Connects
PerplexityOpenAIGmail
Featured in

The problem it solves

Writing a polished weekly newsletter means researching the market, drafting clear copy, and checking every fact and compliance detail, on top of everything else on your plate. It's easy for this to slip or get rushed.

Who it fits

Wealth managers, advisors, and teams who send a recurring client newsletter or research digest.

How it works

  1. Runs automatically on a weekly schedule
  2. AI researches current market data and news
  3. A second AI drafts a full newsletter from that research
  4. A third AI checks it for factual accuracy and compliance risk
  5. Emails you a preview to approve or request changes before creating the final Gmail draft
What you get

Newsletters that arrive drafted instead of blank

Get a client-ready market newsletter drafted for you every week, waiting on your approval.

What you get

A polished, fact-checked newsletter draft sitting in Gmail, ready to send.

What you need

A Perplexity account, an OpenAI account, and a Gmail 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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