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Retrieves the latest financial signals, generates an AI summary, and optionally distributes it by voice or email.
Source Definition
export const generateFinancialSummaryWorkflow = defineWorkflow({
meta: {
key: 'pfo.workflow.generate-financial-summary',
version: '1.0.0',
title: 'Generate Financial Summary',
description:
'Retrieves the latest financial signals, generates an AI summary, and optionally distributes it by voice or email.',
domain: 'finance',
owners: [OwnersEnum.PlatformFinance],
tags: ['summary', 'ai', TagsEnum.Automation],
stability: StabilityEnum.Beta,
},
definition: {
entryStepId: 'summarise',
steps: [
{
id: 'summarise',
type: 'automation',
label: 'Generate Summary',
description:
'Run retrieval augmented generation over the knowledge base to produce a household summary.',
action: {
operation: { key: 'pfo.summary.generate', version: '1.0.0' },
},
requiredIntegrations: ['primaryLLM', 'primaryVectorDb'],
retry: {
maxAttempts: 3,
backoff: 'exponential',
delayMs: 750,
},
},
{
id: 'distribute',
type: 'automation',
label: 'Distribute Summary',
description:
'Send the generated summary via email and optionally synthesise a voice note.',
action: {
operation: { key: 'pfo.summary.dispatch', version: '1.0.0' },
},
requiredIntegrations: ['emailOutbound'],
retry: {
maxAttempts: 2,
backoff: 'linear',
delayMs: 500,
},
},
],
transitions: [{ from: 'summarise', to: 'distribute' }],
},
});