How to build a Newsletter Writer Agent

Workflow Overview

1. User Inputs

• What product and performance do you want to focus on?
  Node: in-0
  The user types keywords or topics (e.g., “Multi-Asset Growth Fund Q3 performance”) to guide the newsletter’s focus.

• Market Insights URL
  Node: in-1
  The user pastes a link to a market insights article or report to be summarized in the newsletter.

2. Data Retrieval from OneDrive

• Search OneDrive (OAuth2)
  Node: knowledgebase-0
  Uses the user’s input (from in-0) to search OneDrive for relevant product documents (e.g., brochures, factsheets).

• Search OneDrive (OAuth2) 1
  Node: knowledgebase-1
  Also uses the user’s input (from in-0) to search OneDrive, but specifically targets performance documents (e.g., performance reports).

3. Content Generation with AI (LLM Nodes)

• Product Update Section
  Node: llm-1
  Summarizes product updates and key fund features using information from the product documents (knowledgebase-0) and the user’s focus (in-0).

• Performance Section
  Node: llm-3
  Summarizes the latest fund performance using the performance documents (knowledgebase-1) and the user’s focus (in-0).

• Market Insights Section
  Node: llm-2
  Summarizes the key points from the market insights article or report provided by the user (in-1).

• Newsletter Opening
  Node: llm-0
  Generates a brief, engaging opening for the newsletter, referencing the outputs of the Performance Section (llm-3), Product Update Section (llm-1), Market Insights Section (llm-2), and the user’s original question (in-0).

4. Newsletter Assembly

• Newsletter Drafter
  Node: llm-5
  Composes the full newsletter by combining the outputs of:

  • Newsletter Opening (llm-0)

  • Market Insights (llm-2)

  • Performance Section (llm-3)

  • Product Update Section (llm-1)

  This node is also set up to send the newsletter to Google Docs (using the “Create Google Doc” tool).

5. Output

• Newsletter Output
  Node: out-0
  Presents the final, formatted investor newsletter to the user.

How the Data Flows

1. User provides focus keywords and a market insights URL.

2. The workflow searches OneDrive for relevant product and performance documents.

3. AI nodes summarize and generate each section of the newsletter using the retrieved documents and user input.

4. The newsletter is assembled and optionally sent to Google Docs.

5. The final newsletter is displayed to the user.

Summary Table

In summary:
This workflow takes your focus and a market insights link, finds the right documents, uses AI to summarize and draft each section, assembles a professional investor newsletter, and outputs it for you—optionally saving it to Google Docs.