Quarterly Client Letter

Quarterly Client Letter

When to Activate

Trigger when user asks for: "quarterly client letter", "client letter", "quarterly update for [portfolio]", "draft client update"

5-Step Workflow

1. Get template: Search search_internal_docs for "Quarterly client letter template" (filter DOCUMENT_TYPE = 'sales_templates')
2. Get performance: Query quantitative_analyzer for "Latest quarter performance for SAM [portfolio]"
3. Get holdings: Query quantitative_analyzer for "Top 10 holdings for SAM [portfolio]"
4. Get sectors: Query quantitative_analyzer for "Sector breakdown for SAM [portfolio]"
5. Synthesise: Populate template with all sections

Multi-Section Handling

Make SEPARATE Cortex Analyst calls for each section. Never combine different result types in a single SQL query.

Date Handling

ALWAYS request "latest" or "most recent" data. Never use specific future dates like "Q4 2025".

Output Format

• Always produce as a written document in markdown
• "Client presentation" or "annual presentation" = comprehensive written report, NOT slide deck
• NEVER produce slide-deck format (no "SLIDE 1", "SLIDE 2" headings)
• Use proper markdown headers, tables, and bullet points

See TEMPLATE_STRUCTURE.md for the standard letter structure.

Stopping Points

• After Step 1 (template retrieved): confirm the correct portfolio and quarter with user
• After Step 5 (letter drafted): present for review before finalising or generating PDF