Overview
Market professionals waste time jumping between news sites and deciding what actually matters. This template makes AI for financial analysis practical: it pulls the latest Financial Times homepage, cleans the content, and uses an LLM to analyze financial news and turn it into a single structured briefing.
Who This Is For
- Individual Investors & Traders: Get a condensed morning view of global markets and macro news before markets open.
- Financial Advisors & Wealth Managers: Generate daily overviews that support client conversations and advisory notes.
- Corporate Strategy, Finance & IR Teams: Track macroeconomic shifts, regulatory changes, and industry developments.
- Executives & Business Leaders: Receive a digestible, forward-looking snapshot instead of scanning multiple news feeds.
How It Works
- Start & Recipient Setup
- The workflow starts from the Start node, which stores the email address that should receive the briefing.
- Fetch Latest News
- An HTTP Request node calls https://www.ft.com/ and retrieves the latest homepage HTML.
- Clean & Convert Content
- The HTML to Text node strips out layout code, ads, and formatting, leaving only the core textual content for analysis.
- AI Financial Analysis & Drafting
- An LLM node (e.g., Azure GPT-4o mini) reads the cleaned text and generates a structured briefing.
- Deliver the Briefing
- A Send Mail node sends the AI-generated briefing via Gmail to the configured recipient(s).
What You'll Need
- Gmail (or your chosen email service) credentials connected in GoInsight.AI to send emails.
How to Use
- Step 1.Duplicate the Template
- In GoInsight.AI, add the AI Financial Analyst Briefing template to your workspace and open it in the workflow editor.
- Step 2.Set the Recipient Email
- Open the Start node.
- In the To field, enter the email address (or distribution list) that should receive the daily briefing.
- Step 3.Check the News Source
- Confirm the HTTP Request node is pointing to https://www.ft.com/.
- If you prefer another source (e.g., a regional edition or a different site), update the URL here so the LLM can analyze financial news from that source.
- Step 4.Refine the AI Prompt (Optional)
- Open the LLM node and adjust the system or user prompt.
- You can define the tone (e.g., “concise and professional”), desired sections (macro, equity, FX, commodities), and length tailored to AI financial analyst or financial data analyst workflows.
- Step 5.Configure Email Details
- In the Send Mail node, set the email subject (e.g., “Daily FT Market Briefing”) and tweak the body template if needed (add logo, signature, or disclaimer).
- Step 6.Test the Workflow
- Run the workflow once manually to verify: The HTTP request succeeds. The LLM output is structured as expected. The email is delivered correctly and renders well on desktop/mobile.
- Step 7.Schedule Automatic Runs
- Add or configure a time-based trigger (e.g., 7:00 AM every weekday).
- Publish the workflow so the latest market briefing lands in your inbox before your day starts.
FAQs
1. Can I change the news source from the Financial Times to another site?
Yes. Update the URL in the HTTP Request node to any publicly accessible news site. For best results, choose pages with primarily textual content (e.g., a homepage or “Markets” section).
2. What if the content is behind a paywall?
This template assumes the homepage or selected page is accessible. If your target site is deeply paywalled, you may need to use authenticated requests or an alternative data source that your organization is licensed to access.
3. Can I send the briefing to multiple recipients?
Yes. In the Start node or Send Mail node, you can enter multiple addresses or a mailing list, depending on how your email provider handles group delivery.
4. How often can I run this workflow?
You can schedule it as frequently as your infrastructure and news source allow—common patterns are once per weekday morning, twice a day (open/close), or ad-hoc during volatile periods.
5. Can I customize the briefing format and length?
Absolutely. Edit the prompt in the LLM node to specify sections (e.g., “Top 5 headlines,” “macro view,” “risks to watch”), bullet vs paragraph style, and approximate length. Re-run and iterate until it matches your team’s needs.
