Corporate actions matched to a client's portfolio, explained by email

The scenario reads the corporate actions feed, matches it against the client's portfolio, explains the impact in plain words and emails the result. Every run is logged.

  • You only get emailed about securities the client actually holds
  • When there are no events, you still get a confirmation the check ran
  • The impact is explained in plain words, not jargon
  • Every run and its outcome are written into Google Sheets
Set it upScriptera

How it works

To connect Google Sheets and Gmail, you don't need a developer: a ready-made scenario links them in minutes.

  1. Starts when: Run Workflow (Scheduler)
  2. Then: Config (Edit Fields)
  3. Then: Fetch Corporate Actions
  4. Then: Normalize RSS
  5. Then: Fetch Portfolio (Single Client)
  6. Then: Compare Holdings + Build Prompt
  7. Check: Has Matching Actions?
  8. If yes: Generate AI Impact Summary
  9. Then: Clean + Parse AI Output
  10. Check: AI Output Valid?
  11. If yes: Format Email + Log Row
  12. Then: Send Email Notification
  13. Then: Log Result to Sheets
  14. If no: Prepare Parse-Error Output
  15. Then: Send Admin Review Email
  16. Then: Log Parse Error
  17. If no: Prepare No-Match Output
  18. Then: Send No-Match Email
  19. Then: Log No-Match Run

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

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