1. The Problem: Why This Matters
Executives and investors need timely, high-level insights to make informed strategic decisions. However, manually gathering industry news, financial reports, competitor updates, and economic trends can be overwhelming and inefficient. Without a structured way to receive relevant updates, leadership teams may miss critical information or spend too much time filtering through unstructured data.
2. The Solution: How It Works
This workflow automates executive briefing reports by:
- Fetching the latest financial news, industry reports, competitor updates, and regulatory changes from RSS feeds and trusted sources.
- Filtering out irrelevant or duplicate information using AI-powered classification.
- Extracting key insights from reports with Jina AI.
- Summarising market trends, investment risks, and strategic insights into structured briefing reports.
- Delivering reports directly to executives via email, Slack, or a custom dashboard.
- Logging key insights in Google Sheets for tracking and reference.
3. Key Benefits
- Automates intelligence gathering, saving executives and investors valuable time.
- Provides clear, structured reports with only the most relevant insights.
- Ensures leadership teams stay informed on critical market and economic trends.
- Reduces information overload by filtering out noise.
- Integrates with Slack, email, or dashboards for easy access.
4. Workflow in Action
- A scheduler triggers the workflow at set intervals, such as daily or weekly.
- RSS feeds and financial sources fetch industry news, economic trends, and company reports.
- A Google Sheets check ensures only new, relevant content is processed.
- OpenAI assesses whether the content is relevant for executives and investors.
- Jina AI extracts key insights from selected reports.
- AI generates structured summaries formatted into a briefing report.
- The insights are delivered via email, Slack, or stored in a leadership dashboard.
- Google Sheets logs all reports for tracking and reference.
5. Example Use Case: Real-World Scenario
A private equity firm wants to stay informed about industry trends, competitor moves, and economic shifts to guide investment decisions. Instead of manually reviewing financial news, market reports, and regulatory updates, they use this workflow to:
- Aggregate relevant insights from trusted sources.
- Automatically summarise key financial and economic developments.
- Deliver executive-ready reports via email every morning.
- Maintain a historical record of industry changes in Google Sheets.
By automating investor and executive briefings, investors and executives receive timely, high-quality insights without spending hours on research.