Summary Generator

Summary Generator

Build concise daily lead summaries from read-only lead records.

Quick Triggers

• Give me today's lead summary with trends.
• Show high-priority lead counts by location.
• Summarize broker inventory vs buyer requirements for this week.

Recommended Chain

sentiment-priority-scorer -> summary-generator -> action-suggester

Execute Workflow

1. Accept a date-range request from Supervisor.
2. Validate request with references/summary-input.schema.json.
3. Query lead storage using read-only access.
4. Aggregate summary metrics, including:
   • new_leads_count
   • trends
   • record_type_breakdown (inventory_listing, buyer_requirement)
   • priority_breakdown (P1, P2, P3)
   • urgency_breakdown (high, medium, low)
   • top_localities (top volume areas with counts)
   • dataset_mode echoed from request or inferred from source
5. Validate output with references/summary-output.schema.json.
6. Return only the validated summary object.

Enforce Boundaries

• Never parse chat dumps.
• Never extract new leads from messages.
• Never write or mutate storage.
• Never suggest or execute follow-up actions.
• Never send reports directly to external systems.

Handle Errors

1. Return explicit query or validation failure reasons.
2. Return zero-valued metrics when no leads exist in the requested range.
3. Fail closed when read permissions are absent.