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Crypto Portfolio Daily Briefing

Every morning: your crypto watchlist's prices and 24h moves, in plain English, staged for email + Slack.

Best forB2BSaaSServices
Agents10 required
Duration3-5 minutes

Replaces the ritual of opening five exchange tabs with a single, sourced, human-readable summary of what your portfolio did overnight and why. It resolves your watchlist and holdings from memory, pulls every price and 24h change with a traceable source and timestamp, computes a portfolio roll-up, drafts a numbers-first briefing (never financial advice), and wires it to email + a Slack channel. Nothing sends until you approve, suppressed recipients are excluded first, and an idempotency stamp makes the morning schedule safe to retry without double-sending.

How it runs

Multi-agent orchestration — here's the flow, step by step.

01

Resolve the crypto watchlist + holdings, recipients and delivery channel from memory; halt if no destination or watchlist and ask once if absent.

workflow orchestrator
01

Run the suppression gate first — exclude unsubscribed/opted-out/do-not-contact recipients (CRM flags + suppression list) and skip-list each with its reason.

crm scanner
02

Pull current price, 24h change, high/low and volume per watchlist asset with source + UTC timestamp; flag any symbol the feed cannot resolve, never invent a figure.

market analyst
02

Fetch last-24h news catalysts for notable movers, each linked to its asset with a source URL and publish time; label speculative links, say 'no clear catalyst' where none found.

web researcher
03

Compute portfolio roll-up from sourced inputs — per-asset value, total value, total 24h change, biggest gainer/loser and top contributors; mark holdings-less assets price-only.

data analyst
03

Write the plain-language headline, 'what moved and why' narrative and 'what to watch' note; report state only, never a buy/sell recommendation, with a standing not-financial-advice line.

executive briefing writer
03

Enforce house voice and neutral, no-hype risk tone across the briefing draft.

brand voice agent
04

Render the briefing into an email body and a compact Slack-native version; compute and persist the idempotency stamp before any delivery is staged.

report formatter
04

Prepare the Slack post to the resolved channel (unsent) with the channel-native briefing and top movers.

slack channel operations agent
04

Assemble the wired-but-unsent delivery package (email draft + Slack post) to non-suppressed recipients; on approval send each leg and stamp its idempotency key, skipping any channel already delivered today.

distributor

Required Agents

10
  • workflow-orchestrator
  • crm-scanner
  • market-analyst
  • web-researcher
  • data-analyst
  • executive-briefing-writer
  • brand-voice-agent
  • report-formatter
  • slack-channel-operations-agent
  • distributor

Connections

Required

coingeckogmailhubspotslack

Optional

hubspotresendsheets

What it does

  • Tracks a defined crypto watchlist with per-asset holdings
  • Pulls live prices, 24h change, high/low and volume with sourced timestamps
  • Computes portfolio value, biggest gainer/loser and top contributors
  • Plain-language briefing with sourced 'why it moved' context
  • Delivers to email and Slack in channel-native formats
  • Suppression gate excludes unsubscribed/do-not-contact recipients first
  • Idempotency stamp prevents duplicate morning sends
  • Never financial advice — reports state and context only

Example prompt

Every morning send me a briefing on my crypto portfolio — BTC, ETH and SOL — with overnight prices and 24h changes, in plain English, to my email and our #treasury Slack channel.

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