Nightly client meeting prep briefing from Addepar

Every weekday at 6pm in my local timezone, prep a portfolio briefing packet for tomorrow's client meetings and email it to me so I walk in ready. Use an agent workflow because the steps depend on what you find (which meetings are external, which attendees match a household, which trades are notable).

Step 1 — pull tomorrow's schedule. Use Google Calendar List Events on my primary calendar for tomorrow's date in my timezone (timeMin = tomorrow 00:00, timeMax = tomorrow 23:59, singleEvents=true, orderBy=startTime). Skip cancelled events, all-day events, and any event where every attendee shares my own email domain (that is what internal-only means here). If no external client meetings remain, stop the run without sending an email.

Step 2 — match each external meeting to an Addepar household. For each remaining event, collect the external attendees (name + email). For each attendee, try to match to an Addepar entity using List Entities with a filter on email first, then a name search if no email match. Confirm the specific record with Get Entity to grab the household / top-level owner. If more than one entity plausibly matches, do NOT guess: record the candidates and flag the meeting as an ambiguous match at the top of that briefing section. Misattribution in a wealth context is high-cost, so surfacing ambiguity is the whole point.

Step 3 — for each matched household, pull the numbers. Use Get Portfolio View Results against a saved Analysis Portfolio View I use for client reviews (the workflow should let me configure which saved view to run, and default to my most-used one). Ask the view for YTD and QTD periods so it returns return versus benchmark and allocation versus target already computed on Addepar's side. Then use List Positions for the household to get the largest current positions by market value, and Query Transactions for the last 90 days filtered to that household to surface material transactions (large buys/sells, contributions, distributions, fee events).

Important Addepar constraints to bake in: any single request over 60 seconds returns an error, and the firm-wide limit is 50 requests per 15-minute window. That is why we lean on Portfolio Views (server-computed) rather than assembling positions and computing returns client-side, and why the workflow should sequence Addepar calls carefully and honor 429 responses with the X-RateLimit-Retry-After header. Every Addepar call also needs the Addepar-Firm header from the credential.

Step 4 — compose a one-page briefing per meeting. Each section should include: meeting time and attendees; the matched household (or an ambiguity flag with the candidate names if uncertain); YTD and QTD return versus benchmark; top 5 to 10 current holdings by market value; allocation versus target (over/underweights worth calling out); notable transactions in the last 90 days with dollar amount and date; and two or three suggested talking points grounded in what the numbers show (e.g., 'concentration in single stock X above policy', 'RMD deadline approaching', 'cash drag from recent distribution not yet reinvested'). Keep the tone advisor-facing and concise — this is a briefing, not a client-ready report.

Step 5 — deliver the digest. Group all of tomorrow's client meetings into a single email and send it to me via Gmail Send a Message (base64url-encoded RFC 2822). Subject should be something like 'Client briefings for Tue, Jul 14 (3 meetings)'. Order sections by meeting start time. Put any ambiguous-match warnings at the very top so I see them first. If no external meetings were on tomorrow's calendar, do not send an email at all.