Weekly macro briefing in Notion

Every Friday at 4:30pm ET, get a written macro briefing on the US economy published to your Notion research database, ready to read or share.

Agentic Task
YChartsNotionFinanceOperationsAI ReportsResearch & Monitoring

Build me a weekly US macro briefing that runs on a cron trigger every Friday at 4:30pm ET, after the cash equity close and the last weekly economic prints have landed.

Data collection. For a configurable list of YCharts indicator codes (defaults: CPI year-over-year, unemployment rate, nonfarm payrolls, 10-year Treasury yield, federal funds rate, ISM manufacturing PMI, real GDP growth, retail sales), call YCharts Get Indicator Data Points to fetch the latest reading and Get Indicator Data Series to fetch the trailing twelve months of values. Remember that YCharts indicator codes use the I: prefix, indicator endpoints do not take calculation codes (the indicator code itself is the metric), and the series response is unwrapped as results: { date, val }. Batch the indicators in a single comma-separated call where possible (up to 100 per request) and always check meta.status in the response body since YCharts can return HTTP 200 with an error envelope.

Analysis. For each indicator, compute the week-over-week change, the month-over-month change, the trailing-twelve-month range (min, max, current percentile), and a short qualitative read (accelerating, decelerating, inflecting, range-bound). Feed this structured snapshot into the agent so it can spot trends and turning points instead of restating raw numbers.

Briefing. Have the agent write a narrative weekly macro briefing organized as: (1) Headline data, the two or three most important prints of the week; (2) What changed and why it matters; (3) Where the cycle sits, growth, inflation, labor, and policy stance; (4) One or two implications for equity exposure (sector or factor tilts); (5) One or two implications for fixed income exposure (duration, credit, or curve). Tone is institutional but readable, similar to what an advisor firm or finance newsletter publishes on Friday afternoons. Keep it tight, roughly 400 to 700 words. Avoid em dashes.

Publishing. Use Notion Create a Page to publish the briefing as a new page in a configurable Notion research database. Title each page with the week-ending date in YYYY-MM-DD form so the database becomes a chronological, searchable archive. Set any database properties that exist (date, status, author) and write the briefing into the page body as Notion blocks (headings for each section, paragraphs for prose, a small table or bullet list summarizing the week's prints at the top). Send the Notion-Version header that matches the Notion common docs.

Inputs to expose in the workflow form: the YCharts indicator codes to track (with sensible defaults), the Notion database ID where briefings get filed, and an optional list of distribution channels to also notify (Slack channel, email list) so the team can extend it later. If a YCharts call fails or returns an error envelope, surface the indicator code that failed and continue with the rest rather than aborting the whole run.

Additional information

What does this prompt do?
  • Pulls the week's readings for the indicators that matter most to markets: CPI, unemployment, payrolls, the 10-year yield, fed funds, ISM manufacturing, real GDP, and retail sales.
  • Looks at the trailing twelve months for each one so the writeup can speak to trends and turning points, not just a single number.
  • Writes a plain-English briefing that explains what changed, what it says about where we are in the cycle, and what it implies for equities and bonds.
  • Publishes the briefing as a new page in your Notion research database, titled with the week-ending date so the archive stays searchable.
What do I need to use this?
  • A YCharts account with API access (your YCharts account manager can turn this on).
  • A Notion workspace with a research database where the weekly briefing should be filed.
  • A short list of the economic indicators you want covered each week (the defaults are CPI, unemployment, payrolls, the 10-year yield, fed funds, ISM manufacturing, real GDP, and retail sales).
How can I customize it?
  • Swap or add indicators. Track core PCE, housing starts, jobless claims, or anything else in the YCharts indicator catalog.
  • Change the schedule. Friday afternoon is the default, but Monday morning or end-of-month also work.
  • Reshape the writeup. Add a portfolio positioning section, lean it toward fixed income, or keep it short for an internal Slack readout.

Frequently asked questions

What does the briefing actually look like?
A short narrative report, usually under a page. It opens with the week's headline data, walks through what moved and why, characterizes where the cycle sits, and closes with one or two implications for equity and fixed income exposure. The page title is the week-ending date so the database reads like a chronological archive.
Do I need a YCharts subscription?
Yes. The indicator data comes from YCharts, which requires a paid API plan. Your YCharts account manager can set you up. Once you have the API key, you paste it in once and the workflow uses it every week.
Which indicators are covered by default?
CPI year-over-year, the unemployment rate, nonfarm payrolls, the 10-year Treasury yield, the federal funds rate, the ISM manufacturing PMI, real GDP growth, and retail sales. You can edit the list to match how your team thinks about the macro picture.
Where does the briefing get filed?
Into a Notion database you point at during setup. Each run creates a fresh page so nothing gets overwritten, and the archive becomes searchable by date, indicator, or theme.
Can I post the briefing somewhere else too?
Yes. The workflow can be extended to also drop a summary into Slack, email it to a distribution list, or attach it to a recurring investment committee meeting.

Stop writing the weekly macro recap from scratch.

Connect YCharts and Notion once, and Geni files a fresh briefing in your research database every Friday afternoon.