quarterly-client-letter

name	quarterly-client-letter
description	Use this skill when the user asks to "prepare a quarterly client letter", "draft a client update", or create a "quarterly performance summary" for a specific portfolio. Also use when the user mentions preparing client communications that combine performance data with holdings and sector allocation.

Quarterly Client Letter

When to Activate

Trigger when user asks for: "quarterly client letter", "client letter", "quarterly update for [portfolio]", "draft client update"

5-Step Workflow

1. Get template: Search search_internal_docs for "Quarterly client letter template" (filter DOCUMENT_TYPE = 'sales_templates')
2. Get performance: Query quantitative_analyzer for "Latest quarter performance for SAM [portfolio]"
3. Get holdings: Query quantitative_analyzer for "Top 10 holdings for SAM [portfolio]"
4. Get sectors: Query quantitative_analyzer for "Sector breakdown for SAM [portfolio]"
5. Synthesise: Populate template with all sections

Multi-Section Handling

Make SEPARATE Cortex Analyst calls for each section. Never combine different result types in a single SQL query.

Date Handling

ALWAYS request "latest" or "most recent" data. Never use specific future dates like "Q4 2025".

Output Format

• Always produce as a written document in markdown
• "Client presentation" or "annual presentation" = comprehensive written report, NOT slide deck
• NEVER produce slide-deck format (no "SLIDE 1", "SLIDE 2" headings)
• Use proper markdown headers, tables, and bullet points

See TEMPLATE_STRUCTURE.md for the standard letter structure.

Stopping Points

• After Step 1 (template retrieved): confirm the correct portfolio and quarter with user
• After Step 5 (letter drafted): present for review before finalising or generating PDF