In the competitive world of investment funds, gaining access to the right information at the right time can make all the difference. Setting up automated, personalized sector monitoring can be a game changer, providing timely insights tailored to your specific criteria. With tools like Make.com and AI-based assistants, you can automate the collection of information based on your business needs, interests, update frequency, and even geographical preferences.
In this guide, we will walk you through how to configure a complete workflow that generates a personalized sector watch for your investment needs.
1. Defining Monitoring Parameters
The first step is to clearly define the criteria for your watch. These can include:
- Industry sector: e.g., venture capital, biotech, fintech.
- Areas of interest: e.g., emerging technologies, AI, market-specific regulations.
- Update frequency: daily, weekly, or monthly updates.
- Geographical location: specific countries or regions.
On Make.com, this process involves collecting the parameters through a form, an Excel sheet, or directly configuring them via a "chronotrigger," which sets up automatic execution at your desired frequency.
2. Storing Parameters and Generating Queries
Once the parameters are set, they are sent to a GPT model via API to automatically generate relevant Google search queries based on your specific needs.
- Storing parameters: The information is stored on Make.com and can be reused for future runs.
- Generating Google searches: Using an API integration with GPT, precise Google searches are generated according to the set criteria.
3. Retrieving Results with Apify
Apify offers a robust API library for web scraping. The next step involves retrieving relevant information through Apify’s services:
- Scrape Google results: With Apify’s Google Search Scraper API, you can obtain the URLs of the search results that match your criteria.
- Extract content from pages: Next, using Apify’s Website Content Crawler API, you can extract the content of the pages, including LinkedIn articles, blogs, or reports.
4. Content Reduction with GPT
The extracted content might be too lengthy for efficient analysis, so you can use GPT to summarize it. Here’s a sample prompt to reduce the content:
"Reduce the length of the text as much as possible while retaining all key information."
This gives you condensed versions of the content, making it easier to quickly grasp the essentials.
5. Aggregating and Summarizing the Information
After condensing the articles, the next step is to aggregate them and generate a comprehensive summary. Again, you can leverage GPT to synthesize the information by using a prompt like:
"Create a summary of the information from these articles based on the monitoring criteria."
This step provides a consolidated overview of trends, news, or innovations in the monitored sector, customized to your needs.
6. Connect it to Slack
For added convenience, you can connect the workflow to Slack for example, (note that I haven't set up this one because I have another watch workflow for myself).
7. (Optional) Generate a Podcast with Google NotebookLM
For added convenience, you can convert this summary into a podcast using Google’s NotebookLM. This allows you to consume valuable insights while commuting or during downtime.
Conclusion
By automating your sector watch, you not only increase efficiency but also tailor your monitoring to meet the specific needs of your investment domain. This process ensures a steady stream of relevant information, helping you stay informed and better anticipate market opportunities.
By incorporating this workflow into your daily processes, you’ll boost productivity and make more informed decisions in your investment strategy. Feel free to adjust the tools and settings based on your own operational requirements.
