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Create financial newsletters with Perplexity Research, GPT drafting, and Gmail approval flow

Workflow preview

Create financial newsletters with Perplexity Research, GPT drafting, and Gmail approval flow preview
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Important notice

This workflow is provided as-is. Please review and test before using in production.

Overview

Automated Weekly Newsletter with AI Research, Editorial Drafting, and Approval Flow

This n8n template demonstrates how to automate the full production cycle of a professional weekly newsletter. It combines AI-powered market research, editorial drafting, compliance validation, and an approval loop — all before creating a final Gmail draft ready for distribution.

Use cases are many:

  • Wealth managers sending weekly market updates to clients
  • Startups producing recurring research digests
  • Teams creating automated newsletters for marketing or content distribution

Good to know

  • At time of writing, each AI call (research, editorial, QC) consumes API tokens from Perplexity and OpenAI. See provider pricing for updated info.
  • Gmail integration requires OAuth setup with your account.
  • You can adapt the prompts to any domain — from finance to tech to education.

How it works

  • Schedule Trigger runs every week and sets the date window.
  • Research LLM fetches structured JSON market data using Perplexity.
  • Editorial LLM transforms research into a polished ~2,000 word client-ready newsletter.
  • QC LLM validates factual accuracy and compliance risks before approval.
  • Preview Email is sent with Approve/Revise buttons. Clicking opens a secure n8n-hosted approval form.
  • Final Draft Creation: Once approved, the workflow generates a clean Gmail draft, ready to send.

How to use

  • Replace the demo schedule trigger with your own (weekly, daily, or event-based).
  • Set up Gmail OAuth credentials to enable email previews and final drafts.
  • Update branding (logo, disclaimer, signature) in the HTML builder node.
  • Adjust prompts to your audience — e.g., simplify tone for marketing, or keep institutional tone for financial clients.

Requirements

  • Perplexity account for research API (or your LLM of choice)
  • OpenAI for editorial and QC steps (or your LLM of choice)
  • Gmail account with OAuth credentials
  • Optional: your own domain to host the approval webhook

Customising this workflow

This workflow can be extended beyond financial newsletters. Try:

  • Content marketing: Automate weekly digests or trend reports
  • Education: Generate curriculum summaries with approval loops for teachers
  • Internal comms: Automate compliance-checked company updates