How to build a Newsletter Writer Agent

This agent automates the end-to-end process of searching internal knowledge bases, extracting key information, and drafting a professional investor newsletter ready for distribution.

Challenge

Manually gathering, summarizing, and formatting up-to-date fund performance, product updates, and market insights for investor newsletters is time-consuming and error-prone.

Industry

Finance

Department

Finance

Customer Success

Sales

Integrations

OpenAI

Google Docs

This agent streamlines the creation of investor newsletters for a multi-asset strategic fund by integrating user input, internal document search, and external market insights. The workflow begins by asking the user for the product and performance focus, and optionally a link to a market insights article. It then searches OneDrive for relevant product and performance documents, summarizes the latest product updates and fund performance using advanced LLMs, and extracts key points from the provided market insights link. These summaries are combined into a cohesive, engaging newsletter opening and body, which is then composed into a final draft. The agent leverages multiple LLM nodes for specialized summarization and writing tasks, ensuring clarity, compliance, and investor relevance. Finally, the completed newsletter is outputted and can be sent directly to Google Docs for easy sharing and further editing.

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Secure Connections. Trusted Data Handling.

We prioritize your security and privacy, ensuring safe database connectivity with strict data processing controls.

Get started

Secure Connections. Trusted Data Handling.

We prioritize your security and privacy, ensuring safe database connectivity with strict data processing controls.