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Automating internet searches for investment portfolios

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Ricardo_Muelle
(@ricardo_muelle)
Posts: 2
New Member
Topic starter
 

What are you trying to achieve?

My objective is to build an automation that delivers daily news updates from the internet for over 50 companies in my investment portfolio. I'd like to get a daily report listing each company along with any news or information found for them. The automation should run every morning and send me the report via email. I've just begun using callin.io; is this feasible? Which applications do you suggest for each module? Thanks in advance!

 
Posted : 04/07/2024 4:55 am
samliew
(@samliew)
Posts: 293
Reputable Member
 

Welcome to the callin.io community!

Sure, this is definitely achievable.

I would suggest completing the callin.io Academy before diving into building a complete scenario.

If you need specific assistance when you are building a scenario, it’s easier to help you then.

Alternatively, you can also hire a professional by posting in the

solution-exchange:professional-services category.

Here are some helpful links and guides you can use to learn more about how to use the callin.io platform, apps, and app modules. I found these useful when I was learning callin.io, and hope they might benefit you too —

General

Help Center Basics

Articles & Videos

request private consultation

Join the callin.io Fans Discord server to chat with other makers!

 
Posted : 04/07/2024 5:56 am
Anshul_Soni
(@anshul_soni)
Posts: 2
New Member
 

Hi, you will need the following:

  • News API - you can select any service that is free or low-cost and make requests to it.

In callin.io:

  1. Google Sheets / Airtable module - to retrieve the list of companies.
  2. HTTP Request module - to make API calls to fetch news articles.
  3. Iterator module - to process the news API.
  4. You can use an Array Aggregator - to bifurcate news data.
  5. Either use your Gmail to get all the finished data or store it into a new sheet.
  6. You can schedule this scenario for daily execution.

If you require any further assistance, please feel free to reach out.

 
Posted : 04/07/2024 6:35 am
Ricardo_Muelle
(@ricardo_muelle)
Posts: 2
New Member
Topic starter
 

Thanks for your response, I'm encountering an issue with the Google Sheets list. I have a Google Sheets document containing a list of 50 companies, and I've configured a Perplexity AI module to search for news related to each of these companies. My problem is that Perplexity is only retrieving information for one row or company. It performs the internet search, but only for that single company and not the entire list. How can I configure it so that each company is searched, rather than just one? Thanks in advance.

 
Posted : 05/07/2024 11:14 pm
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