FINANCE
FX Drift Agent with Hedge Recommendation Brief
An agent monitors daily FX exposure drift across currencies, reasons about which breaches warrant action versus noise, drafts a recommended hedge action per currency.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily morning schedule
- ActionPull exposure, hedges, volatilitySnowflake
- ActionFetch current FX ratesHTTP webhook
- LogicAgent classifies drift, drafts recommendations
- ActionFile dated hedge brief in NotionNotion
- OutputPost summary to Slack for sign-offSlack
What it does
This agent-driven workflow goes beyond flagging breaches: it interprets them. Each day it reviews per-currency exposure drift from Snowflake, weighs each breach against recent volatility and existing hedges, and produces a short recommendation (hedge now, watch, or hold) with rationale. It files the brief in Notion and posts a summary to Slack for treasury sign-off.
When to use it
Use it when raw threshold alerts create noise and you want a reasoned first-pass recommendation that a human approves rather than a wall of breaches. It compresses analyst triage while keeping the decision with treasury.
How it works
- 1A morning schedule starts the run.
- 2A Snowflake query returns exposure, hedge positions, and trailing volatility by currency.
- 3An HTTP webhook pulls current FX rates for revaluation.
- 4The agent reasons over each currency, classifying the drift and drafting a recommended action with rationale.
- 5A Notion page is created as the dated hedge-recommendation brief.
- 6A Slack summary links the brief and tags treasury for approval.
Set it up
What you configure once, before turning it on.
- 1Connect SnowflakeWarehouses, queries, shares.
- 2Connect HTTP webhookTrigger any URL on agent actions.
- 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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