Overview
Architecture
- Incoming webhook / source content
- Variable normalization
- Historical context lookup
- AI agent with a finance knowledge layer
- Web content retrieval and text normalization
- Second-stage AI analysis
- Structured routing
- Sheets / Drive / Slack outputs
Decision Routes
- priority alerts
- action queues
- tool / platform trackers
- market lessons
- cash-flow diagram inputs
- research archives
- structured finance records
Knowledge Layer
- financial literacy
- assets vs. liabilities
- cash-flow thinking
- real-estate research
- business trends
- opportunity tracking
- finance content creation
Reliability Patterns
- inspect each decision path
- keep research organized
- send only meaningful alerts
- separate action items from educational notes
- preserve source material
- troubleshoot individual branches
Technologies
- Make.com
- Make AI Agents
- Gmail / webhook intake
- Google Sheets
- Google Drive
- Slack
- HTTP
- HTML-to-text parsing
- JSON
- knowledge bases
- routing logic
- structured financial research


