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Generate client portfolio summaries using Google Sheets, NewsAPI, Gemini and Gmail

by WeblineIndiaUpdated Aug 2026

RequiresGoogle Gemini

Gmail

1/5

STEPS · 13

Starts on a Google Sheets event

When a Google Sheets row changes, fetches data via HTTP, generates client portfolio summaries with Google Gemini, and emails them via Gmail.

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On a new Gmail email, transcribes and summarizes audio with OpenAI, saves it to Google Drive, and notifies via Telegram.

On a new Gmail email, looks up related records in Odoo and summarizes the content with OpenAI.

On a new Gmail email, extracts spend details from attachments with Google Gemini and Groq and logs them to Google Sheets.