MARKET RESEARCH
Weekly Materiality Roll-Up to Notion
Every week aggregates all detected rule changes from the change log, ranks them by materiality and affected business lines.
How it runs
The automated pipeline, trigger to output.
- TriggerSchedule: weekly end-of-week run
- ActionRead week's change recordsPostgres
- LogicGroup by rule; drop cosmetic changes
- ActionRank by materiality and tag business linesOpenAI
- ActionPublish prioritized executive pageNotion
- OutputPost readout link to leadershipSlack
What it does
Closes the loop on a busy week of regulatory monitoring. It reads the week's accumulated change records, has an LLM rank them by materiality and which business lines they touch, and publishes a single prioritized executive page in Notion — the top movers up top, lower-priority changes collapsed below — so leadership reads one page instead of fifty alerts.
When to use it
Use it when day-to-day alerting is already running and you need a periodic synthesis for executives or a compliance committee. Best as a companion to the diff/alert workflows, turning their raw output into a digestible weekly readout.
How it works
- 1A weekly scheduled trigger fires at end of week.
- 2The pipeline reads the week's change records from Postgres.
- 3A logic step groups changes by rule and drops anything already marked cosmetic.
- 4OpenAI ranks the remaining items by materiality and tags affected business lines.
- 5Notion receives a new page with a prioritized table and an executive summary at the top.
- 6Slack posts the link to the leadership channel.
Set it up
What you configure once, before turning it on.
- 1Connect PostgresAny Postgres URL — query, write, migrate.
- 2Connect OpenAIModels, embeddings, files.
- 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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