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Create Financial Newsletters with Perplexity Research, GPT Drafting, and Gmail Approval Flow

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Created by: Cristina || criruggeri

Cristina

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Last update 12 hours ago

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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