Two automation phases for a financial professional: phase one turns a daily news email into a private audio podcast. Phase two built a full research engine that reads source articles and produces a branded PDF newsletter and a two-voice conversational podcast on any topic. No manual work required.
Phase one ingests daily newsletter emails, uses ElevenLabs to generate a private audio briefing, and distributes it via Transistor.fm. Phase two built a full research engine that reads source articles in full, runs a three-section analysis with de-duplication, and outputs a branded two-page PDF newsletter and a two-voice conversational podcast, all controlled by a simple Google Sheets config layer so new topics can be launched without touching the code.
The actual AI architecture we designed and shipped for Jeff Williams.

Key result
80-90%
less manual briefing prep
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Client
Jeff Williams
Financial Services