Monthly Automated Market Report Distribution Workflow

This workflow automates the entire process of generating and distributing a monthly market report to clients. It is triggered on the first day of each month at 8 AM, ensuring timely and regular updates without manual intervention. The process begins with an external API call to fetch regional market data, which is then processed and formatted using a custom function node. The formatted data is used to create a detailed report document from a Google Docs template. Simultaneously, the workflow retrieves a list of client emails from a Google Sheets document. It then splits this client list into batches, sending each client an email with the generated report attached via Gmail. This automation is especially useful for businesses that provide monthly market insights, financial updates, or industry reports to their clients, saving time and ensuring consistent communication.