Weekly Addepar AUM snapshot into an Airtable ops dashboard

Every Monday at 6am, refresh an Airtable table with a fresh AUM snapshot for every household in Addepar. The workflow is deterministic pull-and-write, so build it as a code workflow.

Step 1: In Addepar, call List Entities filtered to the household / client entity type to get every household the firm manages. Page through the cursor until there are no more results. Chunk the household list so the rest of the workflow stays under Addepar's per-firm rate limits (50 requests per 15-minute window, 1000 per 24 hours).

Step 2: For each household, call Get Portfolio View Results against a saved AUM analysis view (the view slug is a workflow input the user picks during setup) to pull total market value, cash weight, and the top-line asset-class split for today's as-of date and for one week ago. Compute a week-over-week dollar change and percent change from those two values. On a 429 response, read the X-RateLimit-Retry-After header and sleep for that many seconds before retrying; pace the loop so it never bursts through the rate limit.

Step 3: Assemble one row per household with these fields: Addepar entity ID (the upsert key), household name, as-of date (today), total market value, cash percent, allocation summary (a short text field like "Equities 62% / Fixed Income 24% / Alts 9% / Cash 5%"), week-over-week dollar change, and week-over-week percent change.

Step 4: Batch the rows into groups of 10 and call Airtable Update Multiple Records with performUpsert set to match on the Addepar entity ID field. That keeps a single row per household in the "AUM Snapshots" table, refreshed every Monday, so the firm's shared Airtable dashboard is always current without piling up duplicate rows.

Inputs the user picks during setup: the Addepar saved view slug for the AUM analysis view, the Airtable base ID, the Airtable table name (defaults to "AUM Snapshots"), and the field name inside that table that holds the Addepar entity ID (used as the upsert key).