Corporate Actions Impact Analyzer

n8n, NSE RSS, Google Sheets, Gemini AI and Gmail

This workflow automatically tracks corporate actions from NSE RSS, matches them with a single client’s portfolio stored in Google Sheets, calculates financial impact using AI and sends a structured email summary. Every run is logged for tracking and auditing.

Quick Implementation Steps

1. Connect credentials in your n8n account:
   • Google Sheets
   • Gmail
   • Google Gemini API
2. Open Config (Edit Fields) and update client_id and admin_email
3. Ensure your Portfolio Sheet has required columns (see below)
4. Run workflow manually once for testing
5. Activate Run Workflow (Scheduler)

What It Does

This workflow automates corporate action monitoring for a single client portfolio. It starts by fetching the latest corporate actions from the NSE RSS feed and converting raw feed data into structured fields such as company name, dividend amount, ratios and important dates.

It then retrieves the client’s holdings from Google Sheets and intelligently matches them with corporate actions using normalized company names. Only relevant matches are processed further.

For matched actions, the workflow uses Gemini AI to calculate financial impact including dividend benefits, bonus shares and required actions. It generates a clean summary and sends it via email, while logging every run.

Who It's For

• Financial advisors managing client portfolios
• Wealth management firms
• Stock analysts tracking corporate actions
• n8n automation builders
• Fintech workflow developers

Requirements

Tools Required

• n8n account (Cloud or Self-hosted)
• Google Sheets account
• Gmail account
• Google Gemini API access

Required Google Sheet Structure

Portfolio Sheet (Sheet Name: Portfolio)

Required columns:

client_id, client_name, email, asset_name, company_name, symbol, quantity, avg_buy_price, asset_type

Action_Log Sheet

• Used for logging workflow results
• No predefined schema required

How It Works & Setup Guide

Step 1: Scheduler

Node: Run Workflow (Scheduler)

• Triggers workflow at defined intervals

Step 2: Configuration

Node: Config (Edit Fields)

• Set:
  • client_id
  • admin_email

Step 3: Fetch RSS Data

Node: Fetch Corporate Actions

• Pulls NSE corporate action RSS feed

Step 4: Normalize Data

Node: Normalize RSS

• Converts raw feed into structured fields

Step 5: Fetch Portfolio

Node: Fetch Portfolio (Single Client)

• Reads holdings from Google Sheets

Step 6: Match + Build Prompt

Node: Compare Holdings + Build Prompt

• Matches portfolio with corporate actions
• Builds AI input prompt

Step 7: Match Check

Node: Has Matching Actions?

• TRUE → AI processing
• FALSE → No-match flow

Step 8: AI Processing

Node: Generate AI Impact Summary

• Calculates impact using Gemini

Step 9: Parse Output

Node: Clean + Parse AI Output

• Cleans and converts response to JSON

Step 10: Validation

Node: AI Output Valid?

• TRUE → Send results
• FALSE → Error flow

Step 11A: Success Flow

• Format Email + Log Row
• Send Email Notification
• Log Result to Sheets

Step 11B: No Match Flow

• Prepare No-Match Output
• Send No-Match Email
• Log No-Match Run

Step 11C: Error Flow

• Prepare Parse-Error Output
• Send Admin Review Email
• Log Parse Error

How To Customize Nodes

• Modify Config (Edit Fields) for different clients
• Update matching logic in Compare Holdings + Build Prompt
• Adjust AI prompt for output formatting
• Customize email content in Format Email + Log Row
• Replace RSS source if needed

Add-ons

• Multi-client automation support
• Slack or WhatsApp alerts
• Real-time stock price integration
• Dashboard visualization
• Historical tracking
• Risk scoring layer

Use Case Examples

1. Dividend alerts for clients
2. Portfolio monitoring automation
3. Wealth advisor reporting
4. Corporate action tracking system
5. Automated financial notifications

There can be many more use cases depending on customization.

Troubleshooting Guide

Need Help?

If you need help setting up, customizing or scaling this workflow, you can reach out to our n8n workflow development experts at WeblineIndia.

We can help you with:

• Custom workflow development
• Multi-client scaling
• API integrations
• AI optimization
• Production-ready automation systems

Get expert help and build powerful automation tailored to your business needs.