wealth management
ETF News Summary Agent
Agent that fetches news about latest ETFs and sends an Email
Clone AgentWealth ManagementWealth Management teamsOperations teamsExaGmailSlackGoogle Drive
What this eTF News Summary Agent template does
Agent that fetches news about latest ETFs and sends an Email
Why use an AI agent for eTF News Summary Agent template?
Manual process
- Collect inputs across business systems
- Copy data between tools
- Clean up records manually
- Build the final output by hand
Agent workflow
- Validate Webhook
- Search Flows & News
- Prepare Categories
- Search ETF Category
- Compile & Generate Excel
What the agent creates
- Structured workflow output
- Reusable record of completed agent work
- Exception notes for records that need review
Use cases
- Use ETF News Summary Agent as a starting point for wealth management automation
- Automate workflows across Exa, Gmail, Slack, Google Drive
- Turn manual steps into a reusable AI agent template
Key features
- Extract and validate recipient_email from webhook
- Exa search for ETF flows, launches, and regulations
- Build ETF category list for parallel search
- Exa search for one ETF category (runs in parallel)
- Claude Code creates Twin Oaks branded Excel report
Exa, Gmail, Slack, and Google Drive integrations
This template is built around Exa, Gmail, Slack, and Google Drive so teams can automate eTF News Summary Agent template without rebuilding the process from scratch.
Frequently asked questions
What does the ETF News Summary Agent do?
Agent that fetches news about latest ETFs and sends an Email
Which integrations does this template use?
This template uses Exa, Gmail, Slack, Google Drive.
ETF News Summary Agent
Webhook Trigger
Clone this Agent?
Duplicate this template and customize it to fit your specific workflow requirements.
Clone Agent