Automate Dividend-Growth Portfolio Reports for Client Reviews
A zero-code architecture guide to building an automated ETF portfolio reporting pipeline using Make.com, financial APIs, and the Gemini API for wealth managers.
Practical AI workflow guides for people shipping real work.
Step-by-step tutorials, model comparisons, prompt templates, and developer tools, tested in real projects and updated weekly.
Featured guides
View all guidesAI Agent Compliance: Guardrails for Enterprise Prompt and Data Safety
How to design secure agent loops that protect user data, prevent prompt injection attacks, and meet enterprise legal requirements.
Documenting Human Contribution: How Dev Teams Must Log AI-Assisted Code for Patent Filings
A technical compliance guide on logging human-AI collaboration metadata to meet USPTO inventorship standards and secure software patents.
Automate Client Invoicing with Google Sheets, Gmail, and Make.com
A step-by-step guide to building a zero-code invoice generation and delivery system that sends automated PDFs via Gmail when a row is added to Google Sheets.