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pfo.workflow.generate-financial-summary

Retrieves the latest financial signals, generates an AI summary, and optionally distributes it by voice or email.

  • Type: workflow (workflow)
  • Version: 1.0.0
  • Tags: summary, ai
  • File: packages/examples/pocket-family-office/src/workflows/generate-financial-summary.ts
  • field.key.label
    pfo.workflow.generate-financial-summary
    field.version.label
    1.0.0
    field.type.label
    workflow (workflow)
    field.title.label
    pfo.workflow.generate-financial-summary
    field.description.label

    Retrieves the latest financial signals, generates an AI summary, and optionally distributes it by voice or email.

  • Type: workflow (workflow)
  • Version: 1.0.0
  • Tags: summary, ai
  • File: packages/examples/pocket-family-office/src/workflows/generate-financial-summary.ts
  • field.tags.label
    summary,ai
    field.owners.label
    field.stability.label

    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' }],
    	},
    });