Send weekly AI portfolio reports with Google Sheets, Gmail and Groq
Start workflow
Format Report
Prepare Data for Sheet
Pause Before Sending Email
noOp
Get Client Data from Google Sheets
googleSheets
Process Clients in Batches
noOp
Compute Investment, Profit & Growth
Generate Weekly Portfolio Report
openai
Generate Weekly Portfolio Report1
openai/gpt-oss-120b
Prepare AI Output for Formatting
Send Report via Gmail
gmail
Update Client Status in Sheet
googleSheets
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