Create weekly client trading report and notify agents
Create weekly client trading report and notify agents
Your webhook delivers raw trading data that leaves agents without a clear client summary for outreach. Deliver a weekly performance report and brief agent recommendation so outreach happens same day.
Overview
Incoming trading payloads often arrive as opaque JSON, leaving your customer success agents without a ready summary or recommendation. This flow turns those payloads into a client-ready weekly report plus a short agent note, so outreach can occur same day and advisors always have context.