The CFO IA is a recipe for a financial leadership agent, to assemble yourself (it is not a shipped template — see Typical business agents). It reads your figures, summarizes them and saves you time on tracking.
What it does
- Weekly briefing (e.g. Monday at 7am) — revenue for the period vs the previous one, points of attention; costs and margin if you supply them from an internal database.
- Follow-up alert (e.g. every day at 8am) — flags receivables that warrant a follow-up, based on a register you keep in a database.
Both objectives can live in a single pipeline: each scheduled trigger carries an objectif label (published under schedule.objectif), which routes the execution (see Schedule). One model, several cadences.
How it is assembled
- Data sources — Stripe (
stripe_reportnode: revenue collected, MRR, active, new and canceled subscriptions, customers) and/or an internal database. The Stripe integration does not list unpaid invoices: the follow-up alert relies on your own register. - Routing — conditions (
filter) steer execution based onschedule.objectif(briefing or alert). - Drafting — an agent turns the aggregates into a readable HTML email.
- Sending — via the
email.sendtool or theemail_outboundnode.
Precision principle: the amounts are computed by deterministic nodes upstream; the agent only writes the prose. A node cannot hallucinate a figure.
Adapting it to your context
- Define your attention thresholds (minimum margin, payment delay).
- Choose the recipients and the tone of the briefing.
- Adjust the trigger times.