NexusOS — Scheduled Report Generator

Scheduled Report Generator

A two-step chain that aggregates portfolio data and formats it into a digest email sent on a schedule.

reporting schedule ⏱ ~15 min setup reportingemailscheduleddigest

Inputs

report_period string Time period to cover (e.g. last_7_days, last_30_days)

recipient_email string Email address to send the report to

Outputs

report_html string HTML-formatted report body

sent boolean Whether the email was successfully sent

Aggregate Data portfolio

Pull together key portfolio metrics and highlights for the period.

Aggregate portfolio performance data for the period: {{context.report_period}}. Include: venture statuses, project progress, completed milestones, blockers, and notable changes. Return a JSON object with: { "metrics": {...}, "highlights": [...], "blockers": [...] }

on_success: next on_failure: halt

Format & Send inline

Format the aggregated data into a readable HTML email digest and send it.

Format the following portfolio data into a clean HTML email digest and send it to {{context.recipient_email}}. Metrics: {{context.metrics}} Highlights: {{context.highlights}} Blockers: {{context.blockers}} Period: {{context.report_period}} Return a JSON object with: { "report_html": "...", "sent": true }

on_success: next on_failure: halt