CFO forecasting Agent

## 1️⃣ **🔁 Data Retrieval & Preprocessing**

**Nodes:**

* 🕒 `Run Daily Forecast`
* 🟦 `Fetch Stripe Charges`
* 🧩 `Summarize Daily Sales`
* ✏️ `Prepare Forecast Prompt`

---

### 🕒 `Run Daily Forecast`

**Type:** Cron Trigger
**Purpose:**
Automatically runs the workflow every day to keep forecasts updated with the latest sales data.

🔧 **Configuration:**

* Schedule: Daily at 6 AM UTC (or as needed)

---

### 🟦 `Fetch Stripe Charges`

**Type:** Stripe Node
**Purpose:**
Retrieves all successful transactions from Stripe in a defined timeframe.

📥 **Details:**

* Resource: `Charges`
* Operation: `Get Many`
* Filters:

  * `created[gte]` (e.g. last 30 days)
  * `status: succeeded`
* Expansion (optional): `data.customer` for customer context

✅ **Output:** Raw Stripe sales data with timestamps and amounts

---

### 🧩 `Summarize Daily Sales`

**Type:** Code Node
**Purpose:**
Processes Stripe charges and summarizes revenue per day.

🧠 **Logic:**

* Converts Unix timestamps to `YYYY-MM-DD`
* Aggregates total revenue per day
* Converts cents to dollars

📦 **Output Sample:**

```json
{
  "2025-05-01": 1245.50,
  "2025-05-02": 980.00
}
```

---

### ✏️ `Prepare Forecast Prompt`

**Type:** Edit Fields / Function
**Purpose:**
Formats the summary into a natural language prompt for OpenAI.

🧠 **Example Prompt:**

```txt
Given the following sales data:
{ "2025-05-01": 1245.50, ... }

Predict trends and forecast sales for the next 3 months.
```

🧾 **Output:** `prompt` (String) → sent to the AI Agent