Enter your email to access detailed playbook specifications, including input/output schemas, integrations, and compliance documentation.
No spam. Unsubscribe anytime. We respect your inbox.
Automated end-of-day summary capturing completed actions, pending items, and next-day priorities.
end-of-day-wrap-up| Field | Type | Required |
|---|---|---|
advisor_id | string | |
date | ISO 8601 | |
portfolio_scope | string[] | optional |
| Field | Type | Description |
|---|---|---|
briefing | StructuredReport | Formatted briefing with sections |
alerts | Alert[] | Priority-ranked action items |
calendar_context | MeetingPrep[] | Today's meetings with prep notes |
Run eod wrap-up for my book.
Starting EOD Wrap-Up. I'll pull data from your connected systems and have results ready in about 45 seconds.
EOD Wrap-Up complete. Automated end-of-day summary capturing completed actions, pending items, and next-day priorities. I found 3 items that need your attention. Want me to walk through them?
Yes, start with the highest priority.
The top priority item has been flagged for review. I've prepared a detailed analysis with recommended next steps. Shall I draft a client communication or schedule a follow-up?