Summary Generator
Build concise daily lead summaries from read-only lead records.
Quick Triggers
- Give me today's lead summary with trends.
- Show high-priority lead counts by location.
- Summarize broker inventory vs buyer requirements for this week.
Recommended Chain
sentiment-priority-scorer -> summary-generator -> action-suggester
Execute Workflow
- Accept a date-range request from Supervisor.
- Validate request with
references/summary-input.schema.json. - Query lead storage using read-only access.
- Aggregate summary metrics, including:
new_leads_counttrendsrecord_type_breakdown(inventory_listing,buyer_requirement)priority_breakdown(P1,P2,P3)urgency_breakdown(high,medium,low)top_localities(top volume areas with counts)dataset_modeechoed from request or inferred from source
- Validate output with
references/summary-output.schema.json. - Return only the validated summary object.
Enforce Boundaries
- Never parse chat dumps.
- Never extract new leads from messages.
- Never write or mutate storage.
- Never suggest or execute follow-up actions.
- Never send reports directly to external systems.
Handle Errors
- Return explicit query or validation failure reasons.
- Return zero-valued metrics when no leads exist in the requested range.
- Fail closed when read permissions are absent.