# Weekly financial health check on your key suppliers

> Every Monday, we check the market and news on every publicly traded supplier you depend on, update their risk status, and flag only what changed.

- Workflow type: agent
- Services: Finnhub, Airtable, Slack Bot
- Categories: Operations, Finance
- Published: 2026-08-14

## What it does

- Reads your vendor list every Monday morning and picks out the suppliers that are publicly traded, skipping private ones automatically
- Looks at each supplier's recent share price move, key financial ratios like liquidity and debt, and the past week of company news
- Decides whether that supplier's financial footing has genuinely weakened, then writes a risk status, a one line reason, and the date checked back onto their row
- Posts one ranked digest to Slack covering only the suppliers whose status changed or that sit at elevated risk, each with a suggested next step

## What you'll need

- An Airtable base holding your vendor list, with one row per supplier
- A ticker symbol column, plus a spend tier or criticality column so the digest can rank suppliers
- A risk status column, a short text column for the reason, and a date column for the last check
- A free Finnhub account for the market data, the free plan covers everything this uses
- A Slack workspace and a channel where the weekly digest should land

## Prompt

Every Monday at 7am, run a financial health check on the publicly traded suppliers and vendors my business depends on. Start by reading my vendor register in Airtable with List Records. Each row is one vendor and carries a ticker symbol, a spend tier or criticality flag, and a current risk status. Skip any private vendor that has no ticker symbol and leave those rows untouched.

For each remaining vendor, pull three things from Finnhub: Quote for the recent price move, Basic Financials for key liquidity, leverage and margin ratios, and Company News for the past week. Stay on Finnhub's free tier endpoints only, so no premium fundamentals and no analyst estimate endpoints. For any supplier listed outside the US, use the TICKER.EXCHANGE symbol format, for example RELIANCE.NS.

Then judge whether that supplier's financial footing has genuinely weakened, rather than reacting to any red week. Weigh signals like a sharp drawdown against the 52 week high, a deteriorating current ratio, rising debt levels, thinning margins, and news covering layoffs, restructuring, missed guidance, credit downgrades or going concern language. A single down week with nothing supporting it in the financials or the news is not a downgrade.

Write the verdict back to each vendor row with Airtable Update Record, setting a risk status, a one line rationale explaining the call, and the date checked.

Finally, post a single ranked digest to Slack with the Slack Bot Send a Message action. Cover only the vendors whose status changed this week or that sit at elevated risk. Put the most critical and highest spend suppliers first, and give each one a suggested next step, such as lining up a second source or revisiting an upcoming contract renewal.

Two things to be careful about. Compare against the status already stored in Airtable so the same unchanged warning is not re-alerted every week. And if it was a quiet week where nothing meaningful changed, say that plainly in one short message instead of padding the digest with routine updates.

## How to customize

- Change when it runs, Monday at 7am by default, or move it to fortnightly if weekly feels like too much
- Adjust what counts as a warning sign, such as how far a share price has to fall from its yearly high before it matters
- Send the digest to a different channel, or straight to the procurement lead, and decide how many suppliers make the list
- Add a contract renewal date column so the suggested next steps can point at the renewals coming up

## FAQ

### Does this work on the free Finnhub plan?

Yes. It deliberately sticks to the data that is free: the current share price, key financial ratios, and recent company news. Nothing here needs a paid market data subscription.

### What happens to suppliers that are not publicly traded?

They are skipped automatically. Only rows with a ticker symbol get checked, so private suppliers stay in your list untouched and never show up in the digest.

### Will I get the same warning about the same supplier every week?

No. It compares against the risk status already saved on the row, so an unchanged warning is not re-alerted. You only hear about suppliers whose situation actually moved, plus the ones already sitting at elevated risk.

### What happens in a quiet week when nothing is wrong?

It says so plainly in one short message. There is no invented urgency and no padding the digest with routine updates just to have something to report.

### Can I track suppliers listed outside the US?

Yes. For companies listed on non-US exchanges, add the exchange to the ticker in your vendor list, for example RELIANCE.NS, and they will be checked the same way.

Use this prompt in General Input: https://www.generalinput.com/prompts/weekly-financial-health-check-on-your-key-suppliers