wealth management

ETF News Summary Agent

ExaExa
GmailGmail
SlackSlack
Google DriveGoogle Drive

Agent that fetches news about latest ETFs and sends an Email

Clone Agent
Wealth 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
ExaExaGmailGmailSlackSlackGoogle DriveGoogle Drive

Clone this Agent?

Duplicate this template and customize it to fit your specific workflow requirements.

Clone Agent