FINANCE
On-Demand CFO FX Exposure Briefing via Chat
Lets a finance leader ask in chat about current FX exposure, has the agent query live unhedged concentration in BigQuery, reason over hedge limits.
How it runs
The automated pipeline, trigger to output.
- TriggerFinance leader asks an FX question in chat
- ActionQuery live exposure and concentration in BigQueryBigQuery
- LogicReason over hedge limits and materiality
- OutputReply in chat and post summary to Microsoft TeamsMicrosoft Teams
What it does
It answers ad hoc FX-exposure questions in plain language — "how exposed are we to EUR right now?" — by pulling live data and reasoning about it, then posting the takeaway to the team channel.
When to use it
When executives want answers on demand without waiting for a scheduled report or learning SQL, and you want each answer logged for the wider finance team.
How it works
- 1A chat message from a finance leader triggers the agent with a natural-language question.
- 2The agent interprets the question and runs the appropriate BigQuery query for current unhedged exposure and concentration by currency.
- 3A logic step has the agent compare results against configured hedge limits and decide what is material.
- 4The agent replies in chat with a direct, contextual answer.
- 5A Microsoft Teams action posts a concise summary of the question and answer to the finance channel for shared visibility.
Set it up
What you configure once, before turning it on.
- 1Connect BigQueryDatasets, queries, schemas.
- 2Connect Microsoft TeamsChannels, chats, files.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.