How to build an FX Arbitrage Research Agent

This agent automates the process of gathering, analyzing, and reporting on global currency and FX trends by combining web research, knowledge base data, and expert synthesis into a ready-to-send email.

Challenge

Financial professionals struggle to efficiently synthesize up-to-date, multi-source currency and FX research into actionable, timely reports.

Industry

Finance

Department

Research

Integrations

SharePoint

Web Search

Workflow Overview

1. Trigger: Scheduled Execution

  • Node: Scheduled Execution (trigger-0)

  • Purpose: This node automatically starts the workflow at a specific time (6 AM, America/New_York timezone).

  • How it works: No user input is needed; the workflow runs on a schedule.

2. Input: List of URLs

  • Node: Input 1 (in-1)

  • Purpose: Stores a list of currency/finance-related URLs (e.g., FT, WSJ, FXStreet).

  • How it works: This is a static input in your current setup, but it could be user-editable.

3. Web Search

  • Node: Web Search (action-1)

  • Purpose: Searches the web for information about "Currency Exchange, Foreign Exchange".

  • How it works:

    • Triggered by the scheduled execution.

    • Returns search results relevant to currency and foreign exchange.

4. Research Agent (LLM 3)

  • Node: OpenAI Agent 3 (llm-3)

  • Purpose: Acts as a research agent, analyzing the provided URLs for up-to-date currency and market information.

  • How it works:

    • Receives the list of URLs from Input 1.

    • Uses advanced web search tools to research each URL.

    • Produces a summary and a list of citations for downstream use.

5. Synthesis & Email Report (LLM 2)

  • Node: OpenAI Agent 2 (llm-2)

  • Purpose: Synthesizes all research (web search, URL research, and knowledge base) into a succinct, comprehensive email report.

  • How it works:

    • Gathers:

      • Knowledge base search results (using a built-in tool).

      • The summary and citations from OpenAI Agent 3.

      • Web search results from Web Search.

    • Composes an expert-level report on currency arbitrage and market conditions.

    • Automatically sends the report via email using the Gmail integration.

6. Output

  • Node: Response (out-0)

  • Purpose: Outputs the final result of the workflow (the email report content).

  • How it works:

    • Receives the synthesized report from OpenAI Agent 2.

    • Makes the result available for review or further automation.

Key Features & Automations

  • Fully Automated: The workflow runs on a schedule, gathers the latest market intelligence, and sends a professional report via email—no manual intervention required.

  • Multi-Source Research: Combines web search, direct URL research, and knowledge base data for a comprehensive view.

  • Expert Synthesis: Uses advanced LLMs to analyze, summarize, and communicate findings in a clear, actionable format.

  • Email Delivery: The final report is automatically emailed to the designated recipient.

Node Details

Node Name

Description/Role

Scheduled Execution

Starts the workflow at a set time

Input 1

Holds the list of URLs to research

Web Search

Searches the web for currency/FX information

OpenAI Agent 3

Researches the URLs and produces a summary and citations

OpenAI Agent 2

Synthesizes all research and sends an email report

Response

Outputs the final report content

In summary:
This workflow is designed for automated, expert-level currency market research and reporting. It runs on a schedule, pulls in the latest data from multiple sources, synthesizes the findings, and emails a professional report—making it ideal for financial analysts, traders, or anyone needing regular, actionable FX market insights.

Get started

Let’s Build AI Agents, Together

Book a demo to see how AI agents can help your team process unstructured documents and perform complex analysis faster and more accurately.

Get started

Let’s Build AI Agents, Together

Book a demo to see how AI agents can help your team process unstructured documents and perform complex analysis faster and more accurately.

Get started

Let’s Build AI Agents, Together

Book a demo to see how AI agents can help your team process unstructured documents and perform complex analysis faster and more accurately.