Finance Advisory Brief

Goal: Enrich my DIY financial planner, OtterWise, with a one-click insights report. Started off with an idea: Use an Opus managed agent with tailored advisory skills to email us an insights report of our 12-table finance hub. Design: Tables -> Worker -> Claude -> Resend. Some payload prep, system prompt, and edge cases later, an advisory brief is born. "What's our position?" answered on-demand.

Made a process model to visually affirm the design.

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