Automation library · Research and reporting

Weekly stock/ETF analysis with Claude and Gmail

Started by someone submitting a form, and works across Gmail and Google Sheets. 33 steps, 1 loop or waits: large, and worth reading before you trust it with anything live.

Large

Download free
33 stepsLarge: read it before trusting it with anything live
0Branches: places the flow splits
1Loop or waits
2Services it connects to

The flow

Starts it 4Logic 15Service 14

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

  1. 1First day of MonthSchedule triggerStarts it
  2. 2Every Monday 8AM2Schedule triggerStarts it
  3. 3Portfolio Follow-up FormForm triggerStarts it
  4. 4Wednesday 8AM EST Follow-up1Schedule triggerStarts it
  5. 5Read Index Funds1Google SheetsService
  6. 6Read Stocks2Google SheetsService
  7. 7Read Stocks - Follow-up1Google SheetsService
  8. 8Send Follow-up Email Prompt1GmailService
  9. 9Prepare Index Fund Data1CodeLogic
  10. 10Prepare Stock Data1CodeLogic
  11. 11Prepare Stock Data - Follow-up1CodeLogic
  12. 12Wait 24hrs for Form SubmissionWaitLogic
  13. 13Build Index Fund Prompt1CodeLogic
  14. 14Build Claude Prompt- FundementalCodeLogic
  15. 15Build Follow-up Fundamental Prompt1CodeLogic
  16. 16Process Form DataCodeLogic
  17. 17Claude Index Fund Analysis1Http RequestService
  18. 18Claude Stock Analysis - FundementalHttp RequestService
  19. 19Claude Follow-up Fundamental Analysis1Http RequestService
  20. 20Format Index Fund EmailCodeLogic
  21. 21Prepare Claude Technical PromptCodeLogic
  22. 22Build Follow-up Technical Prompt1CodeLogic
  23. 23Send Index Fund EmailGmailService
  24. 24Claude Stock Analysis - TechnicalHttp RequestService
  25. 25Claude Follow-up Technical Analysis1Http RequestService
  26. 26Prepare Claude SynthesisCodeLogic
  27. 27Build Follow-up Synthesis Prompt1CodeLogic
  28. 28Claude Synthesis AnalysisHttp RequestService
  29. 29Claude Follow-up Synthesis Analysis1Http RequestService
  30. 30Format Synthesis EmailCodeLogic
  31. 31Format Follow-up Synthesis Email1CodeLogic
  32. 32Send Dual Analysis Email1GmailService
  33. 33Send Follow-up Analysis Email1GmailService

How it's built

Starts on
Someone submitting a form
Steps
33, 1 loop or waits
Size
Large: read it before trusting it with anything live
Connects to
Gmail, Google Sheets
Model
None. This is plumbing, not judgement

Questions

What does it need to run?

An n8n account, plus your own Gmail and Google Sheets accounts. You connect your own accounts after importing it; none are included.

What starts it?

It starts on someone submitting a form.

Does it use AI?

No. Every step is fixed logic or a call to a service, so it does the same thing every time.

How long does it take to set up?

Take your time. At 33 steps it is large: read it before trusting it with anything live.

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 33 steps before you point it at anything that matters.