Mutual fund due diligence one-pager for analysts

Build me an agent workflow that turns a queued mutual fund ticker into a due diligence one-pager in Notion. Our analysts add fund tickers to an Airtable table called Fund Research Queue, and I want each new row to produce a polished one-pager automatically.

Trigger: poll Airtable for new records on the Fund Research Queue table using the new_record event. Each row has at least a ticker field, a status field, and a Notion page URL field that starts empty.

When a new row arrives, the agent should pull the data it needs from YCharts using the mutual fund symbol prefix (M:TICKER):

1. Call YCharts Get Mutual Fund Info to fetch category, fund family, expense ratio, inception date, and current manager.

2. Call YCharts Get Mutual Fund Data Series to fetch trailing 1, 3, 5, and 10 year total returns plus standard deviation for the same windows.

3. Call YCharts Get Mutual Fund Holdings to fetch the top positions. Note that this endpoint caps at 25 symbols per request, so the one-pager should describe these as the top 25 holdings and compute the concentration they represent.

4. Call YCharts Get Mutual Fund Dividends to fetch the trailing distribution history (default to the last three years).

Then have the agent compile a structured due diligence one-pager with these sections: Fund Profile (name, ticker, category, fund family, manager, inception, expense ratio), Performance vs Category (trailing returns table with simple commentary), Risk Metrics (standard deviation by window with a one-line read on volatility), Top Holdings Concentration (top 25 names, weights, and the share of assets they represent), and Distribution Pattern (cadence, recent payouts, any notable changes).

Output: use Notion Create a Page to add a new page to our fund research database. Use the fund name as the page title and render the one-pager as the page body. The database id should be configurable.

Then use Airtable Update Record on the originating row to set the status field to complete and store the new Notion page URL in the Notion page URL field, so the analyst can jump straight from the queue to the finished one-pager.

Handle the common edge cases gracefully: if YCharts returns an error for the ticker (bad symbol, no data, permissions), update the Airtable row status to needs review and include a short note instead of failing silently.