Automation library · Research and reporting

Send a daily investment research email with Olostep and OpenAI

Started by a clock, and works across Gmail. It hands the judgement calls to OpenAI. 9 steps: a working afternoon to understand properly.

MediumCalls a model: OpenAI

9 stepsMedium: a working afternoon
0Branches: places the flow splits
0Loops or waits
1Service it connects to

The flow

Starts it 2Model 1Logic 4Service 2

The steps in the order they run, from what starts it.

  1. 1Weekday Market Open TriggerSchedule triggerStarts it
  2. 2Manual Test TriggerManual triggerStarts it
  3. 3Investment WatchlistSetLogic
  4. 4Split TickersCodeLogic
  5. 5Olostep Search - Investment SourcesOlostep ScrapeService
  6. 6Combine Ticker ResearchCodeLogic
  7. 7OpenAI - Create Full Watchlist Email ReportOpen AiModel
  8. 8Build HTML Email BodyCodeLogic
  9. 9Send HTML Email via GmailGmailService

How it's built

Starts on
A clock
Steps
9
Size
Medium: a working afternoon
Connects to
Gmail
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own Gmail account, and a key for OpenAI. You connect your own accounts after importing it; none are included.

What starts it?

It starts on a clock.

Does it use AI?

Yes. It calls OpenAI. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Plan an afternoon. 9 steps is enough that you should read each one before running it.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

Before you run it

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 9 steps before you point it at anything that matters.