How to build a CRM Insights Digest Agent

Workflow Overview

This flow is designed to help you generate a professional investor newsletter for a multi-asset fund, using both user input and data from OneDrive and market insights. Here’s how the information moves through the workflow:

1. User Inputs

• What product and performance do you want to focus on?
  (Input Node: in-0)
  You type in keywords or topics (e.g., “Multi-Asset Growth Fund Q3 performance”) to guide the newsletter’s focus.

• Market Insights URL
  (Input Node: in-1)
  You paste a link to a market insights article or report that you want summarized in the newsletter.

2. Data Retrieval from OneDrive

• Product & Fund Features
  (Knowledge Base Node: knowledgebase-0)
  Your product/performance keywords are used to search OneDrive for relevant documents (like brochures or factsheets).
  The results are used to inform the product update section.

• Performance Data
  (Knowledge Base Node: knowledgebase-1)
  The same keywords are also used to search for specific performance reports (e.g., PDFs with quarterly returns).

3. Content Generation (LLM Nodes)

• Product Update Section
  (LLM Node: llm-1)
  Summarizes product updates and key fund features using the OneDrive search results and your input.

• Performance Section
  (LLM Node: llm-3)
  Summarizes the latest fund performance using the performance report from OneDrive and your input.

• Market Insights Section
  (LLM Node: llm-2)
  Summarizes the key points from the market insights article or report you provided.

• Newsletter Opening
  (LLM Node: llm-0)
  Generates a brief, engaging opening for the newsletter, referencing the outputs of the Product Update, Performance, and Market Insights sections, as well as your original input.

4. Newsletter Drafting

• Newsletter Drafter
  (LLM Node: llm-5)
  Composes the full newsletter by combining the outputs of the Opening, Product Update, Performance, and Market Insights sections into a cohesive draft.

5. Output

• Newsletter Output
  (Output Node: out-0)
  Presents the final, formatted investor newsletter for you to review or share.

How the Data Flows

1. User provides focus keywords and a market insights URL.

2. Keywords are used to search OneDrive for product and performance documents.

3. LLMs generate summaries for each section (product, performance, market insights).

4. A newsletter opening is generated, referencing all sections and your input.

5. All sections are combined into a full newsletter draft.

6. The final newsletter is output for your use.

Key Points

• Automated, compliant, and investor-friendly content is generated using your input and up-to-date fund documents.

• All sections are AI-generated for clarity, compliance, and engagement.

• You control the focus by specifying keywords and providing relevant market insights.