Monthly macro memo to Notion

By General Input

On the first business day of every month, get a clean one-page memo summarizing the latest US economic data and analyst narrative, filed in Notion.

Integrations

  • FRED (St. Louis Fed)
  • Perplexity AI
  • Notion

Type

Agentic Task

Categories

  • Finance
  • Operations

Build me an agent workflow that produces a monthly one-page US macro memo and publishes it to Notion. Trigger: cron, fires at 7:00 AM America/New_York on the first business day of each month (skip Saturday, Sunday, and US federal holidays).

Integrations: FRED (St. Louis Fed), Perplexity AI, Notion. The Notion database ID where memos should be filed is a workflow input the user provides at setup.

Step 1: Pull the latest observation and the prior-12-month window for the following FRED series using Get Series Observations (series IDs are canonical, case-sensitive). Activity: INDPRO, GDPC1. Labor: PAYEMS, UNRATE, ICSA, AHETPI. Inflation: CPIAUCSL, PCEPI, CPILFESL. Consumer: RSAFS, UMCSENT. Housing: HOUST, MORTGAGE30US, CSUSHPISA. Rates: DFF, DGS10, T10Y2Y. For each series compute the latest value, the month-over-month change, and the year-over-year change. Use the series' native frequency (do not force aggregation). Coerce missing values (FRED returns the literal string ".") before math.

Step 2: Call Perplexity AI Create Chat Completion with a sonar-pro model to gather the prevailing macro narrative. Ask for: (a) the most recent FOMC statement language and any change vs the prior statement, (b) the current consensus rate path implied by fed funds futures, (c) two to four notable pieces of analyst or strategist commentary from the past month. Require citations. Constrain the search to roughly the last 35 days.

Step 3: Draft the memo. Open with a 2-3 sentence lead paragraph that highlights the two or three most notable indicator moves this month (largest surprises vs trend). Then six sections with short prose plus the relevant indicator readings: Activity, Labor, Inflation, Consumer, Housing, Outlook. Outlook weaves in the Perplexity narrative (Fed, rate path, analyst views). Finish with a Sources section listing the Perplexity citations as links.

Step 4: Publish via Notion Create a Page as a child of the provided database. Page title format: "Macro Memo — {Month YYYY}" (e.g. "Macro Memo — July 2026"). Set a Date property to the run date if the database has one; otherwise just create the page. The memo body should be rendered as Notion blocks (heading_2 per section, paragraph for prose, a simple bulleted_list_item per indicator reading, and a bookmark or paragraph with link for each source). Keep it to roughly one page when read in Notion.

Tone: concise, analyst-grade, no hype, no emojis. Numbers carry units (%, k, bps). Do not invent figures or citations: every number must come from the FRED pull, every claim in Outlook must trace to a Perplexity citation.

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