FINANCE
FX Rebalance Playbook Agent
An agent that gathers Snowflake exposure data, researches current rate context, drafts a per-currency rebalance plan with rationale, posts it to Notion for approval.
How it runs
The automated pipeline, trigger to output.
- TriggerSchedule before weekly hedging window
- ActionQuery exposure and active hedgesSnowflake
- ActionGather rate and volatility contextExa
- LogicReason over gaps and draft rebalance plan
- OutputPublish approval-ready plan to NotionNotion
- OutputNotify treasury in SlackSlack
What it does
This agent-driven workflow runs the full rebalance reasoning pass, not just a threshold check. It pulls net exposure and existing hedges from Snowflake, gathers current rate and volatility context, then drafts a per-currency rebalance plan: which pairs to hedge, suggested notionals, and the reasoning behind each call. The plan lands in Notion as an approval-ready document and treasury is pinged in Slack.
When to use it
Use this when you want a reasoned recommendation, not a raw alert, ahead of a hedging decision. It is the right fit for teams that want the workflow to draft the proposal and a human to approve it, rather than acting purely on numeric triggers.
How it works
- 1A schedule fires before the weekly hedging window.
- 2The agent queries Snowflake for net exposure and active hedges.
- 3It gathers current rate and volatility context for the relevant pairs.
- 4It reasons over coverage gaps and drafts a per-currency rebalance plan with rationale.
- 5Notion receives the plan as an approval-ready document.
- 6Slack notifies treasury that the plan is ready for review.
Set it up
What you configure once, before turning it on.
- 1Connect SnowflakeWarehouses, queries, shares.
- 2Connect ExaNeural search across the web.
- 3Connect NotionPages, databases, comments.
- 4Connect SlackChannels, DMs, threads, mentions.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, 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.
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