Corporate Actions Impact Analyzer
Corporate Actions Impact Analyzer > n8n, NSE RSS, Google Sheets, Gemini AI and Gmail This workflow automatically tracks corporate actions from NSE RSS, matches them with a single client’s portfolio stored in Google Sheets, calculates financial impact using AI and sends a structured email summary. Every run is logged for tracking and auditing. Quick Implementation Steps Connect credentials in your n8n account: Google Sheets Gmail Google Gemini API Open Config (Edit Fields) and update client_id and admin_email Ensure your Portfolio Sheet has required columns (see below) Run workflow manually once for testing Activate Run Workflow (Scheduler) What It Does This workflow automates corporate action monitoring for a single client portfolio. It starts by fetching the latest corporate actions from the NSE RSS feed and converting raw feed data into structured fields such as company name, dividend amount, ratios and important dates. It then retrieves the client’s holdings from Google Sheets and intelligently matches them with corporate actions using normalized company names. Only relevant matches are processed further. For matched actions, the workflow uses Gemini AI to calculate financial impact including dividend benefits, bonus shares and required actions. It generates a clean summary and sends it via email, while logging every run. Who It's For Financial advisors managing client portfolios Wealth management firms Stock analysts tracking corporate actions n8n automation builders Fintech workflow developers Requirements Tools Required n8n account (Cloud or Self-hosted) Google Sheets account Gmail account Google Gemini API access Required Google Sheet Structure Portfolio Sheet (Sheet Name: Portfolio) Required columns: client_id, client_name, email, asset_name, company_name, symbol, quantity, avg_buy_price, asset_type Action_Log Sheet Used for logging workflow results No predefined schema required How It Works & Setup Guide Step 1: Scheduler Node: Run Workflow (Scheduler) Triggers workflow at defined intervals Step 2: Configuration Node: Config (Edit Fields) Set: client_id admin_email Step 3: Fetch RSS Data Node: Fetch Corporate Actions Pulls NSE corporate action RSS feed Step 4: Normalize Data Node: Normalize RSS Converts raw feed into structured fields Step 5: Fetch Portfolio Node: Fetch Portfolio (Single Client) Reads holdings from Google Sheets Step 6: Match + Build Prompt Node: Compare Holdings + Build Prompt Matches portfolio with corporate actions Builds AI input prompt Step 7: Match Check Node: Has Matching Actions? TRUE → AI processing FALSE → No-match flow Step 8: AI Processing Node: Generate AI Impact Summary Calculates impact using Gemini Step 9: Parse Output Node: Clean + Parse AI Output Cleans and converts response to JSON Step 10: Validation Node: AI Output Valid? TRUE → Send results FALSE → Error flow Step 11A: Success Flow Format Email + Log Row Send Email Notification Log Result to Sheets Step 11B: No Match Flow Prepare No-Match Output Send No-Match Email Log No-Match Run Step 11C: Error Flow Prepare Parse-Error Output Send Admin Review Email Log Parse Error How To Customize Nodes Modify Config (Edit Fields) for different clients Update matching logic in Compare Holdings + Build Prompt Adjust AI prompt for output formatting Customize email content in Format Email + Log Row Replace RSS source if needed Add-ons Multi-client automation support Slack or WhatsApp alerts Real-time stock price integration Dashboard visualization Historical tracking Risk scoring layer Use Case Examples Dividend alerts for clients Portfolio monitoring automation Wealth advisor reporting Corporate action tracking system Automated financial notifications There can be many more use cases depending on customization. Troubleshooting Guide | Issue | Possible Cause | Solution | | ------------------- | ------------------------ | --------------------------- | | No data in output | RSS feed issue | Check RSS URL | | No matches found | Client holdings mismatch | Verify company names | | AI parse error | Invalid AI response | Check prompt structure | | Email not sent | Gmail credentials issue | Reconnect Gmail | | Sheets not updating | Wrong sheet ID | Verify Google Sheets config | Need Help? If you need help setting up, customizing or scaling this workflow, you can reach out to our n8n workflow development experts at WeblineIndia. We can help you with: Custom workflow development Multi-client scaling API integrations AI optimization Production-ready automation systems Get expert help and build powerful automation tailored to your business needs. An n8n automation workflow template by WeblineIndia.
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