Client portfolio update emails, with adviser approval built in

The scenario spots a change in Airtable, drafts a client-specific email and sends it for approval in exolve. Once approved, it goes out to the client via Gmail.

  • Drafts are tuned to each client's risk profile
  • Nothing reaches a client without a human yes
  • Email status updates itself in the sheet
  • Rejected drafts go back for rework instead of vanishing
Set it up for yourselfScriptera

How it works

To move data from Airtable to exolve automatically, use a ready-made scenario — no manual exports.

  1. Starts when: Trigger: Portfolio Updated
  2. Then: Parse Trades & Tickers
  3. Then: Mock: Client Risk Profile
  4. Then: Mock: Market Context
  5. Then: AI: Draft Client Email
  6. Then: Slack: Request Advisor Approval
  7. Then: Wait: Advisor Action
  8. Check: Route: Approve vs Reject
  9. If yes: Gmail: Send to Client
  10. Then: Sheet: Mark as Completed
  11. If no: Slack: Draft Rejected Alert
  12. Then: Sheet: Mark 'Needs Review'
  13. Then: LLM: Gemini

You can launch this Airtable + exolve integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

Similar scenarios