Product Description:
This workflow will use artificial intelligence (AI) to create a detailed investment opportunity report. This report will include market trends, financial metrics, and potential risks, aiming to help investors make informed decisions.
Workflow Steps:
1. **Data Collection**: Utilize an HTTP Request node to gather financial data from providers such as Alpha Vantage, FINRA, or Bloomberg. Automate this process to gather stock prices, company finances, and market trends.
2. **Data Storage**: Convert the collected data into a structured JSON format with a function node, and then save it on a platform like Airtable or Google Sheets.
3. **Opportunity Identification**: Send this formatted data to an AI service, like OpenAI’s GPT model with another HTTP Request node, directing the AI to look for patterns and potential profitable investment prospects.
4. **Draft Report Creation**: Use insights from the AI model to configure a Function node that will compile the initial report draft, including sections like the summary, in-depth analysis, and potential risks.
5. **Improving the Draft**: Enhance the language of the draft for better readability and engagement. This is achieved by connecting the draft report to an AI writing API, such as ElevenLabs, via an HTTP Request node.
6. **Visual Data**: Use a Python Function node to create data visualizations, like charts or graphs, to enhance understanding. This can be done using libraries like Matplotlib or Seaborn.
7. **Report Formatting**: Use an LLM request with prompts for helping format the report, including fitting the visuals neatly into the document and ensuring it has a professional layout.
8. **Quality Control**: Utilize another LLM for proofreading and editing the report, ensuring consistency, accuracy, and absence of gaps in the content.
9. **Finalizing Report**: Use a Merge node to compile the report with the finalized text and data visualizations into a final document, likely a PDF.
10. **Approval Process**: Create an approval task assigned to a human agent with the Set node.
11. **Report Distribution**: Dispatch the report to a predetermined list of subscribers with an Email node once it has been approved.
12. **Feedback Collection**: Use a Webhook node to collect feedback on the report from recipients, storing this information in a feedback log in the database for continued improvement.
13. **Review and Update**: Schedule regular updates of data sources and trigger the workflow with a Cron node, ensuring that the reports are current and reflect recent market conditions.
