Create client follow-ups from an advisor meeting and portfolio

Goal

Turn post-meeting notes into a sourced portfolio explanation, open questions, and owner list.

Steps

1. Create the sample Athena database and S3 knowledge base in an isolated test environment; use de-identified meeting notes. [src10-strands-create-advisor-client-followups-from-meeting-and-portfolio]
2. Have Meeting Analysis extract decisions, sentiment, and actions; Database Query Agent reads only that client’s Athena portfolio. [src10-strands-create-advisor-client-followups-from-meeting-and-portfolio]
3. Require dated sources from Market/Stock agents, generate the client PDF, and confirm owners/due dates before sending. [src10-strands-create-advisor-client-followups-from-meeting-and-portfolio]

How to verify

Portfolio figures map to Athena client rows, market data has dates, and follow-ups trace to meeting text.

Troubleshooting

If the portfolio query is empty, inspect client ID and Athena schema; if an action lacks source, return to notes rather than asking the model to invent it.