Mind Mapping Ideas for FI AI
FI Reports AI Integration Map
Develop a mind-mapping framework for our current FI reports:
Maps report content and dependencies into a clear visual/structured format utilizing our current reports
Identifies integration points with AI (e.g., Funds, Prices, Qty, TMV for KSuper, ESuper, and EFI)
Designs automation pathways with AI agents to streamline workflows, reporting, and commentary
Modular Breakdown
1. Mind Mapping FI Reports
Inputs: 3 Core Reports
Outputs: Weekly Snapshot of Holdings
Tools: Need to research further
2. AI Integration Layer
Opportunities:
Summarization: Similar to 3 Core Reports, but will focus on analysis metrics
Scenario Analysis: Monthly Reporting, and AI Agents will run weekly
Correlation: Source information is feed from Microsoft, and automation of reports using advanced Excel formulas. Integration with AI.
Design Principle: Need to research further
Automation with AI Agents
Workflow Automation: Use platforms like n8n, Zapier, or Make to connect FI reports (Excel/PDF) with AI agents.
Agent Roles:
Data Extractor Agent: Pulls structured data from reports.
Analysis Agent: Applies AI logic (summaries, correlations, scenarios).
Delivery Agent: Automates dashboards, alerts, or scheduled outputs.
Outcome: A repeatable pipeline where reports → AI integration → automated outputs.
Next Steps
Define report categories: Need to research further
Choose integration points: Need to research further
Select automation platform (n8n, Zapier, Make) and test a small workflow (e.g., auto-summarize one FI report).
Iterate modularly — start with one report type, then expand to all FI reports.
Notes:
https://app.diagrams.net/
https://onenote.cloud.microsoft/
https://www.mindmanager.com/en/
https://scrintal.com/comparisons/visual-notetaking-tools-alternative
https://edrawmax.wondershare.com/
https://www.edrawmind.com/
https://milanote.com/
https://onenote.cloud.microsoft/
