Daily Wise transfers digest in Slack every weekday morning

By General Input

Every weekday at 8am, get a Slack summary of yesterday's Wise transfers, totals by currency, and anything that looks off.

Integrations

  • Wise
  • Slack

Type

Agentic Task

Categories

  • Finance
  • Operations

Build me a daily Wise activity digest that runs on a cron schedule every weekday (Monday through Friday) at 8am in my local time zone.

On each run, use the Wise List Transfers action to pull every transfer from my profile in the last 24 hours. If I have more than one Wise profile, cover all of them. Don't filter by status up front; I want to see the full picture.

Once the transfers are loaded, do three things:

1) Bucket the transfers by status (for example outgoing_payment_sent, processing, funds_refunded, cancelled, and any other statuses that show up). Count how many fell into each bucket.

2) Tally totals per source currency and per target currency so I can see, for example, total GBP out and total USD in.

3) Call out unusual items in a flagged-items section. Always flag cancelled transfers and refunds. Also flag any single transfer whose amount is materially larger than the recent average across the last few weeks of transfers (use your judgment on the threshold, default to roughly 2x the trailing average). For each flagged item include the transfer reference and the recipient name.

Then use the Slack Send a Message action to post one message to my finance channel. Keep the layout the same every morning so the team can scan it in seconds:

- Top: a one-line headline with the date range and the overall counts (for example: "Wise activity for 28 May: 14 transfers, 11 sent, 2 processing, 1 cancelled").

- Middle: a per-currency breakdown section showing source currency totals and target currency totals.

- Bottom: a flagged-items section listing any cancellations, refunds, or large outliers with the transfer reference and recipient name. If nothing was flagged, say "Nothing unusual today."

Use Slack's mrkdwn formatting (single asterisks for bold, bullet points, section dividers) and keep the message tight so it reads well on mobile. The Slack channel id and my reporting time zone should be configurable. If there were zero transfers in the last 24 hours, still post a short "no Wise activity" message so the team knows the digest ran.

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