Weekly equity research note drafts in Airtable, auto-generated

Build an agent workflow that drafts a one-page equity research note for every ticker on my coverage list and saves each draft into Airtable so I can edit and publish from there.

Trigger: cron, every Friday at 5:00 PM America/New_York.

Step 1. Read my coverage list from Airtable. Use the Airtable List Records operation against my Coverage table. Each record has a ticker symbol and an optional analyst notes field. Pass both into the per-ticker loop.

Step 2. For each ticker, gather data in parallel: call Stock Data Get Ticker Details for the business description, sector, and key financials; call Stock Data Get Stock Quote for the latest price, change, and volume snapshot; and call Stock Data Get Historical Price Data over the last 30 trading days to compute weekly and 30-day price trajectory.

Step 3. Call NewsAPI Search Everything using the company name as the query (not the ticker), filtered to the last 7 days, sorted by relevance. Keep the top items the agent can use as headline material. Use Search Everything, not Top Headlines, because we need keyword search by company name.

Step 4. The agent drafts a one-page research note per ticker. Keep it tight, no more than one page, so I can review the full coverage list in under an hour. The note must include: a one-sentence business description, weekly price action and 30-day trajectory with the relevant percentage moves, the top 3 news items each followed by a one-line takeaway, and a single "what to watch next week" bullet that ties together what I should focus on. If I left analyst notes on the Coverage record, weave that thesis or open question into the draft.

Step 5. Write each draft as a new row in my Airtable Research Notes table using the Airtable Create Records operation. Fields: ticker, date (the Friday the workflow ran), note body (the full one-page draft), and source links (URLs of the news articles cited). One record per ticker.

Notes for the build: the Airtable base ID, Coverage table name, Research Notes table name, and field names should be inputs I configure once. Iterate sequentially over tickers to stay inside Airtable's rate limits. If a ticker has no fresh news in the last 7 days, still produce the draft and have the headlines section say there were no notable items this week. If any single ticker fails, log it and continue with the rest so one bad symbol doesn't drop the whole batch.

Additional information

What does this prompt do?

Pulls your coverage list from an Airtable table so the workflow always uses your latest tickers and analyst notes.
Builds a one-page draft per name with business summary, weekly and 30-day price action, top headlines, and what to watch next week.
Writes each draft as a new row in an Airtable Research Notes table so you can edit and publish from there.
Runs every Friday at 5pm ET, so a fresh batch of drafts is waiting in Airtable at the start of the weekend.

What do I need to use this?

An Airtable workspace with a Coverage table (ticker plus optional analyst notes) and a Research Notes table to receive the drafts.
A NewsAPI account for pulling recent headlines on each company.
Stock market data is included with General Input, no separate account needed.

How can I customize it?

Change the schedule, for example move it to Sunday evening or run it twice a week before earnings season.
Adjust the note structure, like adding a valuation snapshot, peer comparison, or a longer watchlist section.
Tune the news window or sources, for example narrow to the last 3 days or restrict to specific publishers.

Frequently asked questions

Where do the drafts end up?

Each note is written as a new row in your Airtable Research Notes table, with fields for ticker, date, the note body, and source links. You edit and publish from Airtable as usual.

How do I add or remove a ticker from coverage?

Just edit the Coverage table in Airtable. The workflow reads it fresh every Friday, so any changes you make during the week are picked up on the next run.

Can I include my own analyst notes in the draft?

Yes. If your Coverage table has a notes column, that context is passed to the agent so the draft reflects your current thesis or open questions on the name.

What if a ticker has no fresh news this week?

The note still gets generated using price action and company fundamentals. The headlines section will simply say there were no notable items in the last 7 days.

Will this work for non-US tickers?

Coverage is tuned for US tickers. Non-US names may still produce a draft, but pricing and company details are most reliable for US-listed equities.