FINANCE
Weekly FX exposure board brief to Notion
Each week, an agent aggregates currency exposure from Snowflake, narrates the week-over-week drift and largest movers in plain language.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly pre-review schedule fires
- ActionQuery current and prior-week exposureSnowflake
- ActionConvert both periods to base currencyHTTP webhook
- ActionDraft narrative brief of drift and moversOpenAI
- OutputPublish brief page in leadership spaceNotion
What it does
Produces a weekly written FX exposure brief instead of raw numbers. It pulls current and prior-week exposure per currency from Snowflake, computes the drift, then uses an LLM to write a short narrative — which currencies grew, which shrank, what crossed thresholds, and a one-line risk read. The finished brief is published as a Notion page in the leadership space, ready for the standing finance review.
When to use it
Use this when leadership wants context, not a dashboard — a concise weekly story of how currency risk is shifting and where attention is warranted, delivered to where they already read.
How it works
- 1A weekly schedule trigger fires before the finance review.
- 2Snowflake returns current and prior-week exposure per currency.
- 3An HTTP rate call converts both periods to base currency.
- 4An OpenAI step drafts the narrative brief with movers and threshold notes.
- 5The brief is published as a structured Notion page in the leadership space.
Set it up
What you configure once, before turning it on.
- 1Connect SnowflakeWarehouses, queries, shares.
- 2Connect HTTP webhookTrigger any URL on agent actions.
- 3Connect OpenAIModels, embeddings, files.
- 4Connect NotionPages, databases, comments.
- 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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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.
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