FINANCE
Weekly FX Exposure Drift Brief in Notion
Compares this week's unhedged currency exposure against last week's snapshot in BigQuery, summarizes the largest movers, and writes a dated drift brief to a Notion database.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule at reporting-week close
- ActionPull current and prior-week exposure from BigQueryBigQuery
- LogicCompute and rank week-over-week drift
- ActionDraft narrative brief with OpenAIOpenAI
- OutputAppend dated brief to Notion FX Risk databaseNotion
What it does
It tracks how your FX exposure is shifting over time, not just its level today, and files a weekly written brief that highlights which currencies are drifting toward danger.
When to use it
When leadership wants a durable, week-over-week paper trail of currency risk trends — useful for board prep, audit, and spotting slow drift that a daily alert would miss.
How it works
- 1A weekly schedule runs at the close of the reporting week.
- 2A BigQuery action pulls the current week's unhedged exposure per currency and the prior week's stored snapshot.
- 3A logic step computes the delta per currency and ranks the biggest absolute and percentage movers.
- 4An OpenAI step turns the numbers into a short narrative brief explaining what moved and why it matters.
- 5A Notion action appends the dated brief as a new page in the FX Risk database for an auditable history.
Set it up
What you configure once, before turning it on.
- 1Connect BigQueryDatasets, queries, schemas.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect NotionPages, databases, comments.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.