Analyze corporate action impact from NSE RSS with Google Sheets, Gemini, and Gmail

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

Connect credentials in your n8n account: Google Sheets Gmail Google Gemini API Open Config (Edit Fields) and update client_id and admin_email Ensure your Portfolio Sheet has required columns (see below) Run workflow manually once for testing 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

Dividend alerts for clients Portfolio monitoring automation Wealth advisor reporting Corporate action tracking system Automated financial notifications

There can be many more use cases depending on customization.

Troubleshooting Guide

| Issue | Possible Cause | Solution | | ------------------- | ------------------------ | --------------------------- | | No data in output | RSS feed issue | Check RSS URL | | No matches found | Client holdings mismatch | Verify company names | | AI parse error | Invalid AI response | Check prompt structure | | Email not sent | Gmail credentials issue | Reconnect Gmail | | Sheets not updating | Wrong sheet ID | Verify Google Sheets config |

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.