I Built a "Wealth Architect" with Gemini Gems, Google Sheets & NotebookLM (Full Step-by-Step Guide)

Zero To G · Beginner ·📊 Data Analytics & Business Intelligence ·1mo ago
Stop paying for monthly finance apps that just show you pretty charts of your spending. Today, we are building a private Wealth Management Agent using the tools you already own: Google Sheets, NotebookLM, and Gemini Gems. In this video, I’ll show you how to turn raw bank data into a 24/7 financial coach that identifies "spending leaks" and creates custom savings strategies, all with zero subscription fees. What we’re building: The Foundation: A "Sentient" Google Sheet that analyzes your data in real-time. The Brain: Using NotebookLM for source-grounded insights (No more AI hallucinations). The…
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