Automate your private financial newsletters with Finage
Swiftask turns raw market data from Finage into actionable insights. Automate the drafting and delivery of your private market updates.
Result:
Save hours of daily research and deliver high-precision insights to your subscribers before markets open.
AI Agents
finage
Connector finage · Secure OAuth 2.0
Manual financial newsletter production is a bottleneck
Compiling Finage data, interpreting trends, writing summaries, and formatting emails: this daily cycle is time-consuming. Analysts lose precious hours on formatting instead of focusing on investment strategy.
Main negative impacts:
Data obsolescence risk
The delay between collecting Finage data and sending your newsletter reduces the relevance of your analysis for subscribers.
Operational bottleneck
Reliance on manual drafting limits your ability to increase publication frequency or personalize content.
Formatting inconsistency
Multiple data sources and manual input increase the risk of calculation errors or typos in your financial reports.
Swiftask automates the value chain: the AI agent queries Finage, synthesizes market movements, writes the newsletter according to your editorial style, and schedules delivery.
BEFORE / AFTER
What changes with Swiftask
The manual workflow
You manually check Finage APIs, copy numbers into Excel, write a summary in your email tool, check formatting, and send. This process takes 2 hours every morning.
Swiftask intelligent automation
Your Swiftask AI agent triggers automatically. It extracts data from Finage, generates relevant analysis based on your instructions, and prepares your newsletter. You only need to approve.
Deploy your newsletter agent in 4 steps
1
STEP 1 : Connect Finage to Swiftask
Integrate your Finage API keys into Swiftask to access real-time market data feeds (stocks, forex, crypto).
2
STEP 2 : Set your editorial line
Define the tone, structure, and key indicators your agent should monitor in Finage data.
3
STEP 3 : Configure triggers
Define the distribution schedule (e.g., US pre-market) or triggers based on asset volatility.
4
STEP 4 : Automate distribution
Connect your email service provider so the agent drafts or publishes the newsletter directly.
Advanced agent capabilities
The agent analyzes volatility, percentage changes, and trading volumes provided by Finage.
- Target connector: The agent performs the right actions in finage based on event context.
- Automated actions: Daily summary generation, price alert triggers, multi-asset comparison, dynamic chart integration.
- Native governance: Each generation is archived in Swiftask to ensure full traceability of editorial decisions.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-finage@swiftask.ai ). You keep full visibility on every action and every sent message.
Key takeaway: The agent automates repetitive decisions and leaves high-value actions to your teams.
Strategic advantages for your publications
Speed of execution
The newsletter is ready seconds after market close.
Data precision
Zero entry errors thanks to direct Finage feed integration.
Editorial scalability
Create multiple segmented newsletters without increasing your workload.
Focus on high-value work
Free your analysts for complex interpretation tasks.
AI personalization
Automatically adapt content based on your subscriber profiles.
Financial security and compliance
Swiftask applies enterprise-grade security standards for your finage automations.
- Secure API management: Your Finage keys are encrypted and isolated within your Swiftask environment.
- Human quality control: Manual approval option before any automatic send.
- Full traceability: History of Finage data used for every edition.
- Robust infrastructure: Scalable solution designed for high-volume data processing.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Impact on your productivity
| Metric | Before | After |
|---|---|---|
| Production time | 120 min / day | 5 min / day |
| Sending frequency | Daily | Real-time / Multiple times a day |
| Error rate | Human (variable) | Near zero |
Take action with finage
Save hours of daily research and deliver high-precision insights to your subscribers before markets open.