Mailhook and Knowledge: Quarterly Report Briefing Template

Email a quarterly report to a dedicated Spojit address and get a plain-language briefing of the headline metrics back, with the source document discarded after the run.

What It Builds

A Mailhook trigger gives the workflow its own inbound email address. When a report lands there, an Attachment node fetches the file bytes and a Knowledge node embeds them into a Transient collection for this single run. A second Knowledge node in Query mode reads the document, writes a short briefing of the key figures, and a Send Email node returns it. The Transient collection is dropped automatically when the run ends, so nothing is retained.

The Prompt

Paste this into Miraxa and it builds the workflow, connecting the tools for you:

Build a workflow with a Mailhook trigger. When a quarterly report is emailed to it, fetch the attached document, embed it into a transient knowledge collection, then query that collection to produce a plain-language briefing of the headline metrics like revenue, growth, and margin. Email the briefing back to the sender and discard the document after the run.

Connectors Used

  • Mailhook - the trigger; any mail to the workflow's address starts a run.
  • Attachment - fetches the report file bytes from the inbound email.
  • Knowledge - embeds the document into a Transient collection, then queries it for the briefing.
  • Send Email - delivers the finished briefing to the sender.

Customize It

Change which metrics the briefing highlights, set the recipient to a fixed distribution list instead of the sender, or adjust the tone from "executive summary" to "detailed bullet points" by editing those phrases in the prompt before Miraxa builds it.

Tips

  • Use a Transient collection (as the prompt does) so each report is embedded, queried, and discarded in one run without growing storage.
  • The Knowledge node handles OCR and many document types, so scanned PDFs and spreadsheets both work as inputs.
  • For your own sending domain, swap the built-in Send Email for the resend or smtp connector.

Related

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