Quarterly retail partner QBR briefs in Notion

Build me an agent workflow that drafts a Quarterly Business Review (QBR) brief for each of my CPG retail partners and saves each brief as a new page in Notion. I am a CPG brand or category manager. Today I pull this data by hand from Placer.ai every quarter and it costs me about half a day per cycle.

Trigger: cron, fires on the first business day of each calendar quarter (January, April, July, October) in my local time zone. I should also be able to run it manually.

Inputs I want to configure once at setup time:

1) A list of retail partners (chains) I sell into, by chain name (e.g. Target, Kroger, Walmart, Albertsons). Resolve each chain name to a Placer.ai chain entity using Search for Placer Entities. Persist the resolved entity IDs so the workflow doesn't re-resolve every run.
2) A short description of my target shopper (e.g. "women 25-44, household income 75k+, suburban, health-conscious snackers"). Used to score audience fit.
3) The Notion parent page titled "QBR Briefs" where each per-partner page should be created as a child. The Notion connection must already have access to this page.

For each retail partner on each run, pull the following from Placer.ai for last quarter and the prior quarter so we can compare:

- Visit Trends Report with monthly granularity. Use this for the traffic trajectory.
- Visit Metrics Summary Report to get total visitors and visits per quarter, plus the quarter-over-quarter delta.
- Ranking Index - Top Ranked, scoped to the chain's category, to show how the partner ranks nationally within its category and whether its rank moved between the two quarters.
- Retail Sales Overview and Retail Sales Trend Report for sales context (revenue, transactions, ticket size, trends, category comparisons). If the account doesn't have the Retail Sales add-on or these calls return no data, skip these sections gracefully and note it in the brief.
- Trade Area Demographics Profile Report so we can compare the partner's shopper demographics to my target shopper description.

Placer report endpoints use a cache-based async pattern. On HTTP 202, retry the same request body after about 5 seconds until you get a 200. 202 responses don't count against the weekly quota. Respect the per-endpoint rate limits and the weekly quota; if 429 comes back, back off and continue.

Once all reports for a partner are in, synthesize a one-page write-up with these sections:

- Headline: one-sentence summary of how the partner performed last quarter.
- Traffic trajectory: visits and visitors quarter over quarter with the percentage change, plus the monthly trend shape.
- Ranking shifts: where this partner ranks within its category nationally and how the rank moved.
- Sales context (if available): revenue, transactions, average ticket size, and how the trend compares to category.
- Audience fit: how the trade area demographic profile lines up with my target shopper description. Call out the strongest matches and the biggest gaps.
- Opportunities: 2-4 specific, plain-English moves I could bring to the QBR (e.g. promo timing, store-level focus, category positioning).
- Risks: 1-3 things to flag before the meeting (e.g. declining traffic, ranking drop, shopper mismatch).

For each partner, use Notion Create a Page under the "QBR Briefs" parent page. Title each page "<Partner name> QBR brief - Q<n> <year>". Use Notion blocks (headings, paragraphs, bulleted lists, callouts) so the page is readable and editable, not a wall of text. Include a small table or bulleted block of the raw quarter-over-quarter numbers near the bottom so analysts can sanity-check the synthesis.

At the end of the run, also create a single Notion summary page under the same parent titled "QBR run summary - Q<n> <year>" that lists every partner processed, links to each brief, and lists any partners that were skipped along with the reason (e.g. flagged entity, no data, missing add-on).

Error handling: if a Placer entity is flagged or returns 204, note it in the partner's brief and continue. Never block the whole run on one partner. If Notion returns 429, respect the Retry-After and continue. If the QBR Briefs parent page can't be found, fail with a clear setup error message so I know to share the page with the connection.