How to build a CRM Insights Digest Agent

This agent is designed to streamline and automate the daily workflow of a hedge fund’s client relations team. Every morning at a scheduled time, it triggers a sequence that first queries Salesforce for up-to-date client account information and then performs a web search to gather the latest financial news and events relevant to those clients. The results from both sources are fed into a powerful language model, which synthesizes the data into a concise, actionable newsletter. This newsletter highlights top clients to engage, summarizes key news/events for each, and suggests next steps, all formatted in a professional style. Finally, the digest is automatically sent via email to the investment/client relations team, ensuring everyone is aligned and ready to engage clients with the most current information—without any manual effort.