1.Detect new portfolio file
Integrate Google Drive and storage folders to detect new portfolio files so you can start a briefing workflow.
Send daily investment briefing email and narrated audio file
Automatically monitor new portfolio files added in Google Drive folders across Google Drive, Zapier Tables, and Gmail. Get exec briefings with narrated audio when portfolio file uploads, holdings CSV arrives, or new broker report appears—so you can automate email delivery, reduce reporting effort, and share insights without manual reporting.
How this automation delivers daily portfolio visibility
When a new portfolio file lands in your Google Drive folder, delays can stall reporting and reduce stakeholder confidence. This automation parses holdings, calculates metrics, generates a narrated audio script, and sends an executive email package—so your team can brief on time.
Google Driveor swap with your favorite app
2.Find prior portfolio record
Integrate Zapier Tables and database lookups to find the configured portfolio record so you can compare peaks and totals.
Zapier Tablesor swap with your favorite app
3.Import portfolio CSV
Integrate Formatter by Zapier and CSV import tools to produce line items so calculations use the latest holdings.
Formatter by Zapieror swap with your favorite app
4.Calculate metrics and drawdowns
Integrate Code by Zapier and analytics logic to compute totals, daily delta, drawdowns, and an alerts summary.
Code par Zapieror swap with your favorite app
5.Generate email and narrated audio
Integrate Google AI Studio (Gemini) and TTS generation to request an executive email summary and a longer script with audio.
Google AI Studio (Gemini)or swap with your favorite app
6.Send briefing email package
Intégrer Gmail and email delivery to send the executive message à the narrated audio URL to stakeholders.
Gmailor swap with your favorite app
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Étape 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Étape 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Étape 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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