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BD Radar

Automated executive intelligence briefing delivered to every Managing Director

Pipeline stages
9
Intelligence sources
6
Schedule
Tue / Fri 6:00 AM EST
Type
Automated
Launch AgentView Specification

Pipeline

1
Reporting window selection
2
Managing Director profile load
3
Multi-source intelligence fetch
4
Data normalization
5
Section assembly
6
Semantic relevance matching
7
Enterprise email rendering
8
Quality assurance gate
9
Secure delivery

Overview

Delivers a comprehensive, personalized intelligence briefing to every Managing Director twice per week. Aggregates insights from 6 upstream intelligence agents and matches each item to the right MD based on their practice areas, client portfolio, and coverage assignments.

What This Replaces
Manual compilation of news, earnings, and executive changes into a single briefing (3-5 hours per cycle)
Ad hoc email forwards between analysts with no consistent format or coverage guarantee
Missed intelligence when one analyst is on PTO or overloaded with other priorities
Outlook rendering issues from standard email tools that break tables, images, and formatting
Key Capabilities
Semantic relevance matching: AI assigns each intelligence item to the most relevant Managing Directors
9-stage pipeline from window selection through secure delivery with full audit trail
Multi-stage quality gate: link integrity, section completeness, rendering fidelity, and encoding validation
Enterprise-grade HTML rendering tested against Outlook, Gmail, and Apple Mail
Personalized per-recipient: each MD receives only intelligence relevant to their coverage universe
Intelligence Depth

Every briefing is assembled from 6 independent intelligence sources and passes a 489-line quality assurance validation before delivery. The QA gate checks link integrity, ensures every recipient has complete coverage across all sections, validates HTML rendering compatibility with enterprise email clients including Outlook, and flags any encoding or formatting anomalies. No briefing ships without passing every check.

Data Sources

Airtable
Resend

At a Glance

Pipeline stages9
Intelligence sources6
OutputPersonalized email briefing