# Weekly stock/ETF analysis with Claude and Gmail: n8n workflow > 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... Source: https://millionrounds.com/workflow/weekly-stock-etf-analysis-with-claude-and-gmail (Millionrounds; every figure on the page links to its filing or article) [Automation library](https://millionrounds.com/workflows) · [Research and reporting](https://millionrounds.com/workflows?category=Research+and+reporting#library) # 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](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fweekly-stock-etf-analysis-with-claude-and-gmail) **33 steps** Large: read it before trusting it with anything live **0** Branches: places the flow splits **1** Loop or waits **2** Services it connects to ## The flow Starts it 4 Logic 15 Service 14 The steps in the order they run, from what starts it. - 1 **First day of Month** Schedule trigger *Starts it* - 2 **Every Monday 8AM2** Schedule trigger *Starts it* - 3 **Portfolio Follow-up Form** Form trigger *Starts it* - 4 **Wednesday 8AM EST Follow-up1** Schedule trigger *Starts it* - 5 **Read Index Funds1** Google Sheets *Service* - 6 **Read Stocks2** Google Sheets *Service* - 7 **Read Stocks - Follow-up1** Google Sheets *Service* - 8 **Send Follow-up Email Prompt1** Gmail *Service* - 9 **Prepare Index Fund Data1** Code *Logic* - 10 **Prepare Stock Data1** Code *Logic* - 11 **Prepare Stock Data - Follow-up1** Code *Logic* - 12 **Wait 24hrs for Form Submission** Wait *Logic* - 13 **Build Index Fund Prompt1** Code *Logic* - 14 **Build Claude Prompt- Fundemental** Code *Logic* - 15 **Build Follow-up Fundamental Prompt1** Code *Logic* - 16 **Process Form Data** Code *Logic* - 17 **Claude Index Fund Analysis1** Http Request *Service* - 18 **Claude Stock Analysis - Fundemental** Http Request *Service* - 19 **Claude Follow-up Fundamental Analysis1** Http Request *Service* - 20 **Format Index Fund Email** Code *Logic* - 21 **Prepare Claude Technical Prompt** Code *Logic* - 22 **Build Follow-up Technical Prompt1** Code *Logic* - 23 **Send Index Fund Email** Gmail *Service* - 24 **Claude Stock Analysis - Technical** Http Request *Service* - 25 **Claude Follow-up Technical Analysis1** Http Request *Service* - 26 **Prepare Claude Synthesis** Code *Logic* - 27 **Build Follow-up Synthesis Prompt1** Code *Logic* - 28 **Claude Synthesis Analysis** Http Request *Service* - 29 **Claude Follow-up Synthesis Analysis1** Http Request *Service* - 30 **Format Synthesis Email** Code *Logic* - 31 **Format Follow-up Synthesis Email1** Code *Logic* - 32 **Send Dual Analysis Email1** Gmail *Service* - 33 **Send Follow-up Analysis Email1** Gmail *Service* ## 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. ## Run it in n8n - **Create your n8n account** Free to start. n8n is where the workflow runs. [Create an n8n account ↗](https://millionrounds.com/n8n) - **Download the workflow** Free with a Millionrounds account. [Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fweekly-stock-etf-analysis-with-claude-and-gmail) - **Paste it into n8n** Open a new workflow in n8n and paste. Then connect your own accounts. Stored with the author's traces removed: canvas notes, instance identifiers, saved credential names and any live document they had left behind. ## Connects to Each opens the other workflows that use it. [Gmail](https://millionrounds.com/workflows?service=Gmail#library)[Google Sheets](https://millionrounds.com/workflows?service=Google+Sheets#library) ## Workflows like it Also research and reporting, with the same services where possible, closest in size first. - [**Document analysis & chatbot creation with Llama and Gemini** 33 steps · calls a model · Gmail, Pinecone](https://millionrounds.com/workflow/document-analysis-and-chatbot-creation-with-llama-and-gemini) - [**Orchestrate sustainability lifecycle analytics with OpenAI** 33 steps · calls a model · Gmail, Slack](https://millionrounds.com/workflow/orchestrate-sustainability-lifecycle-analytics-with-openai) - [**Customer feedback analysis with HTML** 34 steps · calls a model · Gmail, Google Sheets](https://millionrounds.com/workflow/customer-feedback-analysis-with-html) - [**Draft and manage academic research papers with OpenAI** 34 steps · calls a model · Google Sheets, in-memory vectors](https://millionrounds.com/workflow/draft-and-manage-academic-research-papers-with-openai) - [**Extract & analyze competitor reviews with Firecrawl** 32 steps · calls a model · Gmail](https://millionrounds.com/workflow/extract-and-analyze-competitor-reviews-with-firecrawl) - [**Generate deep research markdown reports with Tavily Search** 32 steps · calls a model · Google Sheets](https://millionrounds.com/workflow/generate-deep-research-markdown-reports-with-tavily-search)