Automate client onboarding with Asana, Google Docs, Gmail, Slack and Sheets
Description Automate short-term trading research by generating high-quality trade ideas using MCP (Market Context Protocol) signals and AI-powered analysis. 📈🤖 This workflow evaluates market context, catalysts, momentum, and risk factors to produce structured trade ideas with clear reasoning, confidence scores, and execution notes. Designed for fast-moving markets, it helps traders and analysts spot actionable opportunities consistently—without manual screening or emotional bias. Perfect fo
At a glance
Automate client onboarding with Asana, Google Docs, Gmail, Slack and Sheets is a ready-made n8n workflow you import as a workflow JSON file — no build required. It connects Gmail, Slack, OpenAI, Asana. It's free to download. Follow the 5-step import below to go live in minutes.
- Platform
- n8n
- Connects
- Gmail, Slack, OpenAI, Asana
- Modules
- 17
- Price
- Free
- Version
- v1.0

About this workflow
Description Automate short-term trading research by generating high-quality trade ideas using MCP (Market Context Protocol) signals and AI-powered analysis. 📈🤖 This workflow evaluates market context, catalysts, momentum, and risk factors to produce structured trade ideas with clear reasoning, confidence scores, and execution notes. Designed for fast-moving markets, it helps traders and analysts spot actionable opportunities consistently—without manual screening or emotional bias. Perfect for systematic traders, research teams, and AI-driven trading desks. ⚡📊 🔁 What This Template Does 1️⃣ Ingests market context and asset data from MCP inputs. 📥 2️⃣ Normalizes symbols, sectors, and time horizons for analysis. 🧾 3️⃣ Evaluates short-term momentum and catalyst strength. 🚀 4️⃣ Analyzes risk, volatility, and downside exposure. ⚠️ 5️⃣ Uses AI to generate a structured trade thesis. 🤖 6️⃣ Assigns a confidence score and risk level to each idea. 📊 7️⃣ Produces clear entry logic, rationale, and trade direction. 🧠 8️⃣ Filters out low-quality or low-conviction setups. 🚫 9️⃣ Outputs clean JSON-ready trade ideas for downstream systems. 🔁 ⭐ Key Benefits ✅ Automates short-term trade idea generation ✅ Reduces emotional bias with AI-based scoring ✅ Combines market context, catalysts, and momentum ✅ Produces structured, repeatable trade logic ✅ Saves hours of manual chart and news analysis ✅ Ideal for fast-paced trading environments 🧩 Features - MCP (Market Context Protocol) data ingestion - AI-powered trade thesis generation - Confidence and risk scoring logic - Short-term momentum and catalyst analysis - Strict structured output for automation reliability - Easy integration into dashboards or execution systems 🔐 Requirements - MCP-compatible market data source - OpenAI API credentials (GPT-4o or GPT-4o-mini recommended) - n8n instance with AI nodes enabled - Defined schema for trade idea output 🎯 Target Audience - Short-term and swing traders - Quant and discretionary trading teams - Market research analysts - Fintech platforms generating trade signals - Automation engineers building trading workflows
How to import this n8n workflow
- 1
Download the workflow JSON file after purchase.
- 2
Open n8n → click the menu → Import from File.
- 3
Select the downloaded JSON and import.
- 4
Set up credentials for each node that requires them.
- 5
Click Execute Workflow to test, then activate.
Setup guide
Setup guide included
Purchase to unlock the full step-by-step guide
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- JSON blueprint — instant download
- Setup guide PDF included
- 5 downloads · valid 30 days
- Works with n8n
Need help setting this up?
Book a 3-hour live setup session with an Agility consultant.
- Configure live on Google Meet / Zoom
- Free follow-up if workflow has defects
- Platform expert assigned to you