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AI Qwen Max Investor Portfolio Risk & Compliance Dashboard

by Cheng Siong ChinUpdated Aug 2026

Requires

GmailSlackOpenRouter

1/5

STEPS · 20

Runs on a schedule

On a schedule, fetches portfolio data and assesses risk and compliance with an OpenRouter agent, then alerts via Gmail and Slack.

Summarize Zoom Meetings and Create Tasks with Claude, ClickUp, Calendar, Slack, and Sheets

On a schedule, summarizes Zoom meetings with Claude, then emails notes via Gmail, posts to Slack, creates Google Calendar events, and logs to Sheets.

On a schedule, summarizes Gmail emails with OpenAI, narrates them via ElevenLabs to Google Drive, and uploads the summary to Notion.

On a schedule, pulls Google Ads metrics, logs them to Google Sheets, and sends alerts via Slack and email.