Generate Financial Analysis → Create Client Report → Schedule Delivery

Create a sheet with columns for Company, News Summary, Stock Price, Funding Amount, and Date. Use Google Finance functions to pull real-time stock prices and financial metrics for companies mentioned in recent news.

Use GPT-4 to analyze the data and create sections for: Executive Summary, Market Impact Assessment, Risk Analysis, Investment Recommendations, and Key Metrics. Provide specific prompts for each section to ensure professional, client-ready content.

Create a branded financial report template in Canva with sections for the GPT-4 generated content. Include charts, graphs, and professional formatting. Use Canva's data visualization tools to create charts from your Google Sheets data.

Set up Gmail to send the finished reports to your client distribution list. Create an email template with a professional subject line and brief summary. Attach the Canva-generated PDF report.

Create a Zap triggered by new rows in Google Sheets that sends data to GPT-4, formats the response, updates the Canva design via webhook, exports as PDF, and emails to clients. Set up to run weekly or when major financial news breaks.