Daily Wise transfers digest in Slack every weekday morning
Every weekday at 8am, get a Slack summary of yesterday's Wise transfers, totals by currency, and anything that looks off.
Build me a daily Wise activity digest that runs on a cron schedule every weekday (Monday through Friday) at 8am in my local time zone.
On each run, use the Wise List Transfers action to pull every transfer from my profile in the last 24 hours. If I have more than one Wise profile, cover all of them. Don't filter by status up front; I want to see the full picture.
Once the transfers are loaded, do three things:
1) Bucket the transfers by status (for example outgoing_payment_sent, processing, funds_refunded, cancelled, and any other statuses that show up). Count how many fell into each bucket.
2) Tally totals per source currency and per target currency so I can see, for example, total GBP out and total USD in.
3) Call out unusual items in a flagged-items section. Always flag cancelled transfers and refunds. Also flag any single transfer whose amount is materially larger than the recent average across the last few weeks of transfers (use your judgment on the threshold, default to roughly 2x the trailing average). For each flagged item include the transfer reference and the recipient name.
Then use the Slack Send a Message action to post one message to my finance channel. Keep the layout the same every morning so the team can scan it in seconds:
- Top: a one-line headline with the date range and the overall counts (for example: "Wise activity for 28 May: 14 transfers, 11 sent, 2 processing, 1 cancelled").
- Middle: a per-currency breakdown section showing source currency totals and target currency totals.
- Bottom: a flagged-items section listing any cancellations, refunds, or large outliers with the transfer reference and recipient name. If nothing was flagged, say "Nothing unusual today."
Use Slack's mrkdwn formatting (single asterisks for bold, bullet points, section dividers) and keep the message tight so it reads well on mobile. The Slack channel id and my reporting time zone should be configurable. If there were zero transfers in the last 24 hours, still post a short "no Wise activity" message so the team knows the digest ran.
Additional information
What does this prompt do?
- Pulls every Wise transfer from the last 24 hours across your profile so nothing slips by.
- Groups transfers by status and tallies totals per source and target currency for a quick read.
- Flags unusual items like cancelled transfers, refunds, and outliers larger than your recent average.
- Posts one clean, consistent Slack message to your finance channel that the team can scan in seconds.
What do I need to use this?
- A Wise account with permission to view transfers.
- A Slack workspace and a channel where the digest should land.
- A regular time of day that works for your team, defaulting to 8am on weekdays.
How can I customize it?
- Change the post time, time zone, or the days of the week the digest runs.
- Swap the Slack channel, post to a thread, or send it as a DM to the finance lead instead.
- Adjust what counts as unusual, for example raise the outlier threshold or only flag cancellations above a certain amount.
Frequently asked questions
Do I need a Wise Business account?
Will this miss transfers if my team works on the weekend?
Can I post to more than one Slack channel?
What does the flagged-items section look at?
Will the format change from day to day?
Stop logging into Wise to see what happened yesterday.
Connect Wise and Slack once, and Geni posts a clean transfers digest to your finance channel every weekday at 8am.