Quarterly review decks in Google Slides for every top household

On the last business day of every quarter at 6am, generate a personalized quarterly review deck in Google Slides for every top-tier household in Addepar, save it into a per-household folder in Google Drive, and post a summary in the advisor team Slack channel with links to every deck so advisors can review before their quarterly client meetings.

Step 1 — Pick the households. Call Addepar List Entities and filter to the household (or client) entities that qualify as top-tier: for example, households flagged as tier 1 / A-tier in Addepar, or households above a configurable AUM threshold. If the firm tags households with an advisor attribute, keep that on each record so I know who owns the client.

Step 2 — Pull quarterly performance per household. For each qualifying household, call Addepar Query Portfolio Data for the trailing quarter with the columns advisors actually present in reviews: time-weighted return, benchmark return, net contribution/withdrawals, ending market value, asset-class allocation, and the top ten positions with weight and quarterly P&L. Query Portfolio Data has a 60-second sync limit — if a household times out, retry using Submit Async Portfolio Job (submit, poll for completion, then download the results) so very large households still complete.

Step 3 — Build the deck. Use Google Slides Create a Presentation to spin up a new deck titled with the household name and quarter. Then use CreateSlide, CreateShape, and CreateTable to lay out: (a) a cover page with the household name, quarter, and advisor; (b) a performance summary slide showing quarterly return vs benchmark and ending market value; (c) an allocation breakdown table by asset class; (d) a top movers slide listing the three best and three worst positions this quarter by dollar P&L; and (e) a talking-points slide.

The talking-points slide is the whole point — do not use templated boilerplate. Write three to five bullets that reference this specific household's actual movers, largest holdings, allocation drift versus target, and any notable contributions or withdrawals from the quarter. If the household lost ground to its benchmark because one concentrated position dragged, say that. If cash built up meaningfully, flag it. Every bullet must be grounded in numbers from that household's own Query Portfolio Data results.

Step 4 — File the deck. For each household, use Google Drive Create Folder to make a per-household folder (e.g. "Q3 2026 Review — Smith Family") under a shared parent folder the advisor team already uses, then move the presentation into that folder so review materials stay organized household by household.

Step 5 — Notify the team. Use Slack Send a Message to post a single roll-up in the advisor team channel: total households prepared, and a bulleted list with each household name, the owning advisor (if known), and a link to the deck. Keep it scannable so advisors can click into their own clients and start reviewing.

If a household has no advisor tagged, still generate the deck and list it under an "unassigned" section in the Slack summary. If Query Portfolio Data fails for a household even after the async retry, skip the deck and list that household under a "needs manual pull" section so nothing falls silently.