{"p":"finance","persona":["finance","Banks, lenders & insurance","Banks, lenders, insurers and payment companies finding merchants, checking risk and planning branches."],"industry":{"slug":"banking-finance","name":"Banking & lending"},"templates":{"fin_merchant_acquiring":{"name":"New shops likely to want card payments","desc":"Every weekday: shops and restaurants that opened in the last 6 months, only the new ones, Jev's chance that each already takes cards, the likely cash-only ones matched to the nearest sales agent, saved and emailed.","n":[["sched","Every weekday morning",{"days":["Mon","Tue","Wed","Thu","Fri"],"time":"08:00","tz":"Africa/Lagos"}],["aoi","My city",{"mode":"Cities","cities":[{"kind":"city","name":"Lagos","label":"Lagos","lat":6.5244,"lng":3.3792}]}],["nearby","New shops and restaurants",{"types":["Restaurant","Supermarket","Clothing store","Pharmacy"],"where":"Area of interest","order":"Best rated first","max":"150","since":"Last 6 months","contact":true}],["onlynew","Only new ones",null],["jev","Takes cards already? (Jev)",{"kind":"Yes or no","q":"From the business's details and reviews, does it likely already accept card payments?","field":"takes_cards"}],["filter","Probably cash only",{"field":"A number field","fname":"takes_cards","op":"\u2264","val":"40"}],["nearest","Nearest sales agent",{"from":"A table in My data","pre":"agent"}],["ap_google-sheets","Add them to the agents' sheet",{"action":"insert_row","per":"Once per item","inputs":{"spreadsheetId":"","sheetId":"","first_row_headers":true,"values":{}}}],["email","Email me the list",{"kind":"One email per run","subj":"New merchants to sign today"}]],"e":[[0,1],[1,2],[2,3],[3,4],[4,5],[5,6],[6,7],[6,8]]},"fin_branch_review":{"name":"Branch network review: which branches the area needs","desc":"Every month: each of your branches, the people within 2 km, the banks and ATMs around it, people per bank, a need score by xMap AI, the least needed first, a review note, approved, emailed and mapped.","n":[["sched","On the 1st of every month",{"freq":"Every month","monthday":"1","time":"08:00","tz":"Europe/Istanbul"}],["mydata","My branches",null],["demog","Who lives around",{"where":"Each incoming place","radius":"2 km"}],["nearby","Banks and ATMs nearby",{"types":["Bank","ATM"],"where":"Each incoming place","radius":"1 km","give":"Each incoming place, with counts"}],["calc","People per bank",{"lines":"people_per_bank = round({{population}} / ({{nearby_count}} + 1))"}],["llm","Rate the need with xMap AI",{"task":"Score & rank","prompt":"Score each branch from 0 to 100 on how much its area needs it, from the people living within 2 km and how many banks and ATMs are already around it. Explain in one sentence.","out":"need_score, reason"}],["sort","Least needed first",{"by":"Another field","fname":"need_score","dir":"Lowest first (A to Z)","keep":"All of them"}],["llm","Write the network review",{"scope":"The whole list","task":"Write summary","prompt":"Write a one-page branch network review: which branches serve the most people per bank, which overlap with many others, and which three to look at first.","out":"report"}],["approve","Approve the review",{"who":"Organization admins","msg":"Read the review before it goes to the network committee.","within":"7 days"}],["email","Email me the list",{"kind":"One email per run","subj":"Branch network review"}],["ap_google-sheets","Save the branch data",{"action":"insert_row","per":"Once per item","inputs":{"spreadsheetId":"","sheetId":"","first_row_headers":true,"values":{}}}],["map","Show them on a map",{"name":"Branch need","color":"Fit score"}]],"e":[[0,1],[1,2],[2,3],[3,4],[4,5],[5,6],[6,7],[7,8],[8,9],[8,10],[8,11]]},"fin_storm_watch":{"name":"Storm watch for my claims team","desc":"Every morning: the 5-day forecast for the cities where you insure homes and businesses, the days with the strongest wind first, and a standby note by xMap AI for the claims team, emailed and posted to Slack.","n":[["sched","Every morning",{"time":"06:00","tz":"America/New_York"}],["aoi","Cities I insure",{"mode":"Cities","cities":[{"kind":"city","name":"Miami","label":"Miami","lat":25.7617,"lng":-80.1918},{"kind":"city","name":"Tampa","label":"Tampa"},{"kind":"city","name":"Jacksonville","label":"Jacksonville"}]}],["weather","Forecast for 5 days",{"where":"Area of interest","days":"5","what":["Rain","Wind"]}],["sort","Best 5 first",{"by":"Another field","fname":"wind_max_kmh","dir":"Highest first (Z to A)","keep":"The first 5"}],["llm","Write the standby note",{"scope":"The whole list","task":"Write summary","prompt":"For the claims team: which cities and days have the strongest wind and the most rain, how many extra handlers to have on standby, and what to tell customers before the storm. Five short lines.","out":"report"}],["email","Email me the list",{"kind":"One email per run","subj":"Storm watch for the claims team"}],["ap_slack","Tell the claims team",{"action":"send_channel_message","per":"Once per run","inputs":{"channel":"","text":"{{report}}"}}]],"e":[[0,1],[1,2],[2,3],[3,4],[4,5],[4,6]]},"fin_sme_lending":{"name":"Growing small companies for my business loans team","desc":"Every week: companies hiring managers in two cities, one per company, sized with Apollo, those under 200 people scored by xMap AI for credit appetite, the strong ones into HubSpot and emailed.","n":[["sched","Every Monday",{"freq":"Every week","weekday":"Monday","time":"08:00","tz":"Asia/Kolkata"}],["aoi","My cities",{"mode":"Cities","cities":[{"kind":"city","name":"Mumbai","label":"Mumbai","lat":19.076,"lng":72.8777},{"kind":"city","name":"Bangalore","label":"Bangalore","lat":12.9716,"lng":77.5946}]}],["jobs","Small companies hiring",{"kw":"store manager OR operations manager OR branch manager","where":"Area of interest","posted":"Last 7 days","limit":"50","details":true}],["dedupe","One per company",{"by":"Same name"}],["apollo","Company size from Apollo",{"task":"Company details"}],["filter","Under 200 people",{"field":"A number field","fname":"company_employees","op":"\u2264","val":"200"}],["llm","Score credit appetite with xMap AI",{"task":"Score & rank","prompt":"Score each company from 0 to 100 as a borrower for a working capital loan: growing (hiring now), established, and the right size. Explain in one sentence.","out":"fit_score, reason"}],["filter","Fit score \u2265 60",{"field":"Fit score","op":"\u2265","val":"60"}],["ap_hubspot","Add them to HubSpot",{"action":"create-company","per":"Once per item","inputs":{"objectProperties":{"name":"{{name}}","city":"{{city}}","phone":"{{phone}}","domain":"{{website}}"}}}],["email","Email me the list",{"kind":"One email per run","subj":"Growing small companies this week"}]],"e":[[0,1],[1,2],[2,3],[3,4],[4,5],[5,6],[6,7],[7,8],[8,9]]},"fin_atm_gaps":{"name":"Busy places with the fewest ATMs nearby","desc":"Every month: malls, supermarkets and markets in your city, the ATMs and banks within 500 m of each, the 20 with the fewest, then the 10 of those with the most people around, emailed and mapped.","n":[["sched","On the 1st of every month",{"freq":"Every month","monthday":"1","time":"08:00","tz":"Africa/Cairo"}],["aoi","My city",{"mode":"Cities","cities":[{"kind":"city","name":"Cairo","label":"Cairo","lat":30.0444,"lng":31.2357}]}],["nearby","Malls, supermarkets and markets",{"types":["Shopping mall","Supermarket","Market"],"where":"Area of interest","order":"Best rated first","max":"100"}],["nearby","ATMs within 500 m",{"types":["ATM","Bank"],"where":"Each incoming place","radius":"500 m","give":"Each incoming place, with counts"}],["sort","Fewest ATMs first",{"by":"Another field","fname":"nearby_count","dir":"Lowest first (A to Z)","keep":"The first 20"}],["demog","Who lives around",{"where":"Each incoming place","radius":"1 km"}],["sort","Best 10 first",{"by":"Another field","fname":"population","dir":"Highest first (Z to A)","keep":"The first 10"}],["email","Email me the list",{"kind":"One email per run","subj":"Busy places with no ATM"}],["map","Show them on a map",{"name":"Where an ATM is missing","color":"Category"}]],"e":[[0,1],[1,2],[2,3],[3,4],[4,5],[5,6],[6,7],[6,8]]},"fin_remittance_rivals":{"name":"New exchange and remittance shops in my city","desc":"Every week: money transfer and currency exchange shops that opened in the last year, only the new ones, emailed and mapped.","n":[["sched","Every Monday",{"freq":"Every week","weekday":"Monday","time":"08:00","tz":"Asia/Dubai"}],["aoi","My city",{"mode":"Cities","cities":[{"kind":"city","name":"Dubai","label":"Dubai","lat":25.2048,"lng":55.2708},{"kind":"city","name":"Sharjah","label":"Sharjah","lat":25.3463,"lng":55.4209}]}],["nearby","Exchange and remittance shops",{"types":["Money transfer service","Currency exchange service"],"where":"Area of interest","order":"Best rated first","max":"100","since":"Last 12 months"}],["onlynew","Only new ones",null],["email","Email me the list",{"kind":"One email per run","subj":"New exchange shops this week"}],["map","Show them on a map",{"name":"Exchange shops","color":"Category"}]],"e":[[0,1],[1,2],[2,3],[3,4],[3,5]]},"fin_merchant_churn":{"name":"Merchants at risk of leaving, every week","desc":"Every week: each of your merchants found on the map, closures and rating drops, how customers rate each judged by xMap AI, a churn risk score, the riskiest first, emailed and saved.","n":[["sched","Every Monday",{"freq":"Every week","weekday":"Monday","time":"08:00","tz":"America/Sao_Paulo"}],["mydata","My merchants",null],["gscan","Find each merchant",{"area":"Around each incoming place","find":"Each place itself","radius":"300","opened":"Any time"}],["changes","Closed or rating fell",{"watch":["Closed","Rating"],"drop":"0.3","newToo":true}],["llm","Rate how customers see them, with xMap AI",{"task":"Score & rank","prompt":"Score each place from 0 to 100 on how well its customers rate it: its rating out of 5 and how many reviews it has (many reviews make a rating more certain; a high rating on few reviews counts less). Say in one sentence where it stands against the others in the list.","out":"review_score, reason"}],["llm","Churn risk with xMap AI",{"task":"Score & rank","prompt":"Score from 0 to 100 how likely this merchant is to stop trading or leave us in the next three months, from closures, rating moves and how customers rate it. Explain in one sentence.","out":"churn_risk, reason"}],["sort","Riskiest first",{"by":"Another field","fname":"churn_risk","dir":"Highest first (Z to A)","keep":"All of them"}],["email","Email me the list",{"kind":"One email per run","subj":"Merchants at risk this week"}],["ap_google-sheets","Save them for the account team",{"action":"insert_row","per":"Once per item","inputs":{"spreadsheetId":"","sheetId":"","first_row_headers":true,"values":{}}}]],"e":[[0,1],[1,2],[2,3],[3,4],[4,5],[5,6],[6,7],[6,8]]},"fin_garage_network":{"name":"Approved garage network for my claims team","desc":"Every month: well-rated body shops and garages in your city, rated by xMap AI from their ratings and number of reviews, vetted by an AI agent (other garages around, road incidents), scored, approved, saved, emailed and mapped.","n":[["sched","On the 1st of every month",{"freq":"Every month","monthday":"1","time":"08:00","tz":"Europe/Istanbul"}],["aoi","My city",{"mode":"Cities","cities":[{"kind":"city","name":"Istanbul","label":"Istanbul","lat":41.0082,"lng":28.9784}]}],["nearby","Body shops and garages",{"types":["Auto body shop","Auto repair shop"],"where":"Area of interest","order":"Best rated first","max":"80","rating":"4.2"}],["llm","Rate how customers see them, with xMap AI",{"task":"Score & rank","prompt":"Score each place from 0 to 100 on how well its customers rate it: its rating out of 5 and how many reviews it has (many reviews make a rating more certain; a high rating on few reviews counts less). Say in one sentence where it stands against the others in the list.","out":"review_score, reason"}],["agent","Vet each garage with the AI agent",{"goal":"You vet garages for an insurer's claims network. For each garage, use your tools to count the other garages around it and the road incidents nearby, then write three lines: how busy and competitive the area is, how customers rate it, and whether you would add it to the network.","msg":"Vet {{name}} in {{city}}.","memory":"None","steps":"6","out":"vetting"}],["nearby","Other garages around it",{"types":["Auto repair shop","Auto body shop"],"where":"Each incoming place","radius":"2 km","give":"Each incoming place, with counts"}],["incidents","Road incidents around it",{"where":"Around each incoming place","radius":"2000"}],["llm","Score each garage with xMap AI",{"task":"Score & rank","prompt":"Score each garage from 0 to 100 as a claims repair partner, from its rating, number of reviews and the vetting note. Explain in one sentence.","out":"fit_score, reason"}],["filter","Fit score \u2265 70",{"field":"Fit score","op":"\u2265","val":"70"}],["approve","Claims manager approval",{"who":"Organization admins","msg":"Check the garages before they join the approved network.","within":"7 days"}],["ap_google-sheets","Save the approved garages",{"action":"insert_row","per":"Once per item","inputs":{"spreadsheetId":"","sheetId":"","first_row_headers":true,"values":{}}}],["email","Email me the list",{"kind":"One email per run","subj":"Garages for the claims network"}],["map","Show them on a map",{"name":"Approved garages","color":"Fit score"}]],"e":[[0,1],[1,2],[2,3],[3,4],[4,7],[7,8],[8,9],[9,10],[9,11],[9,12],[4,5,"tool"],[4,6,"tool"]]},"fin_mortgage_agents":{"name":"Real estate agents for my mortgage team","desc":"Every week: well-rated real estate agencies with a phone or website, only the new ones, their owner or director from Apollo, added to HubSpot and emailed.","n":[["sched","Every Monday",{"freq":"Every week","weekday":"Monday","time":"08:00","tz":"America/Vancouver"}],["aoi","My city",{"mode":"Cities","cities":[{"kind":"city","name":"Vancouver","label":"Vancouver","lat":49.2827,"lng":-123.1207}]}],["nearby","Real estate agencies",{"types":["Real estate agency"],"where":"Area of interest","order":"Best rated first","max":"100","rating":"4.5","contact":true}],["onlynew","Only new ones",null],["apollo","Owner or director, from Apollo",{"task":"Contacts at each company","titles":["Owner","Managing Director"],"per":"1"}],["ap_hubspot","Add the contacts to HubSpot",{"action":"create-contact","per":"Once per item","inputs":{"objectProperties":{"firstname":"{{contact_name}}","jobtitle":"{{contact_title}}","email":"{{contact_email}}","company":"{{name}}"}}}],["email","Email me the list",{"kind":"One email per run","subj":"Real estate agents to meet this week"}]],"e":[[0,1],[1,2],[2,3],[3,4],[4,5],[5,6]]},"fin_unbanked_hotspots":{"name":"Unbanked hotspots for my agent network","desc":"Every month: the most populated blocks of your city, the banks, ATMs and money agents within 2 km, people per access point, the 15 most underserved scored by xMap AI, a note, saved to your database and Google Drive, emailed and mapped.","n":[["sched","On the 1st of every month",{"freq":"Every month","monthday":"1","time":"08:00","tz":"Asia/Dhaka"}],["aoi","My city",{"mode":"Cities","cities":[{"kind":"city","name":"Dhaka","label":"Dhaka","lat":23.8103,"lng":90.4125}]}],["demog","People in every block of the city",{"where":"Area of interest","out":"Every hexagon (about 0.1 km\u00b2)"}],["sort","Best 30 first",{"by":"Another field","fname":"population","dir":"Highest first (Z to A)","keep":"A number I choose","n":"30"}],["nearby","Banks and agents nearby",{"types":["Bank","ATM","Money transfer service"],"where":"Each incoming place","radius":"2 km","give":"Each incoming place, with counts"}],["calc","People per access point",{"lines":"people_per_point = round({{population}} / ({{nearby_count}} + 1))"}],["sort","Best 15 first",{"by":"Another field","fname":"people_per_point","dir":"Highest first (Z to A)","keep":"A number I choose","n":"15"}],["llm","Rate each block with xMap AI",{"task":"Score & rank","prompt":"Score each block from 0 to 100 as a place to recruit a new banking agent, from the people living there and how few access points are nearby. Explain in one sentence.","out":"fit_score, reason"}],["llm","Write the network note",{"scope":"The whole list","task":"Write summary","prompt":"Write a short note for the agent network team: the most underserved blocks, how many people each serves per access point, and where to recruit first.","out":"report"}],["dbwrite","Save to my database",{"table":"xmap_places","mode":"Add or update by a key","key":"place_id"}],["ap_google-drive","Save the data to Google Drive",{"action":"create_new_gdrive_file","per":"Once per run","inputs":{"fileName":"","text":"","fileType":"text/csv"}}],["email","Email me the list",{"kind":"One email per run","subj":"Unbanked hotspots this month"}],["map","Show them on a map",{"name":"Unbanked hotspots","color":"Fit score"}]],"e":[[0,1],[1,2],[2,3],[3,4],[4,5],[5,6],[6,7],[7,8],[8,9],[8,10],[8,11],[8,12]]},"fin_bnpl_merchants":{"name":"Stores for buy now, pay later","desc":"Every month: electronics, furniture and appliance stores in your cities, the best-rated first, with the owner from Apollo, scored by xMap AI for a pay-later offer, into HubSpot.","n":[["sched","On the 1st of every month",{"freq":"Every month","monthday":"1","time":"08:00","tz":"Europe/Paris"}],["aoi","My cities",{"mode":"Cities","cities":[{"kind":"city","name":"Paris","label":"Paris","lat":48.8566,"lng":2.3522},{"kind":"city","name":"Lyon","label":"Lyon","lat":45.764,"lng":4.8357}]}],["nearby","Big-ticket stores",{"types":["Electronics store","Furniture store","Appliance store"],"where":"Area of interest","order":"Best rated first","max":"200","contact":true}],["llm","Score each store with xMap AI",{"task":"Score & rank","prompt":"Score each store from 0 to 100 for a buy now, pay later offer: what it sells, how busy and how well rated it is. Explain in one sentence.","out":"fit_score, reason"}],["filter","Fit score \u2265 60",{"field":"Fit score","op":"\u2265","val":"60"}],["apollo","Owner from Apollo",{"task":"Contacts at each company","titles":["Owner","General Manager","Finance Manager"],"per":"1"}],["ap_hubspot","Add them to HubSpot",{"action":"create-contact","per":"Once per item","inputs":{"objectProperties":{"firstname":"{{contact_name}}","jobtitle":"{{contact_title}}","email":"{{contact_email}}","company":"{{name}}"}}}],["email","Email me the results",{"kind":"One email per run"}]],"e":[[0,1],[1,2],[2,3],[3,4],[4,5],[5,6],[5,7]]},"fin_payroll_cards":{"name":"Companies hiring workers in bulk, for payroll cards","desc":"Every week: companies posting many jobs for workers, drivers and cleaners in your cities, one per company, with the HR manager from Apollo, for a payroll card offer.","n":[["sched","Every Monday",{"freq":"Every week","weekday":"Monday","time":"08:00","tz":"Asia/Dubai"}],["aoi","My cities",{"mode":"Cities","cities":[{"kind":"city","name":"Dubai","label":"Dubai","lat":25.2048,"lng":55.2708},{"kind":"city","name":"Sharjah","label":"Sharjah","lat":25.3463,"lng":55.4209}]}],["jobs","Bulk worker postings",{"kw":"labourer cleaner driver helper","where":"Area of interest","posted":"Last 7 days","limit":"50","details":true}],["dedupe","One posting per company",{"by":"Another field","fname":"company"}],["apollo","HR manager from Apollo",{"task":"Contacts at each company","titles":["HR Manager","Payroll Manager","Finance Manager"],"per":"1"}],["ap_hubspot","Add them to HubSpot",{"action":"create-contact","per":"Once per item","inputs":{"objectProperties":{"firstname":"{{contact_name}}","jobtitle":"{{contact_title}}","email":"{{contact_email}}","company":"{{name}}"}}}],["email","Email me the results",{"kind":"One email per run"}]],"e":[[0,1],[1,2],[2,3],[3,4],[4,5],[4,6]]},"fin_rival_branch_moves":{"name":"Rival bank branches that closed or moved","desc":"Every month: the rival bank branches in your watch table checked on the map, the ones that closed or moved, with a note by xMap AI on the customers left nearby.","n":[["sched","On the 1st of every month",{"freq":"Every month","monthday":"1","time":"08:00","tz":"Europe/Madrid"}],["mydata","Rival branches",null],["gscan","Each branch on the map",{"area":"Around each incoming place","find":"Each place itself","radius":"300","opened":"Any time"}],["changes","Closed or moved since last month",{"watch":["Closed","Name or address"]}],["demog","Who lives around",{"where":"Each incoming place","radius":"1 km"}],["llm","Write the note with xMap AI",{"task":"Write summary","prompt":"One line: how many people live around this closed branch and how our nearest branch could welcome its customers.","out":"note"}],["email","Email me the list",{"kind":"One email per run","subj":"Rival branches that closed"}]],"e":[[0,1],[1,2],[2,3],[3,4],[4,5],[5,6]]},"fin_wealth_owners":{"name":"Business owners for wealth management","desc":"Every quarter: the best-rated private clinics, law firms and architecture practices in your city, with the owner or partner from Apollo, for the private bank, approved by a banker.","n":[["sched","On the 1st of every month",{"freq":"Every month","monthday":"1","time":"08:00","tz":"Europe/Zurich"}],["aoi","My city",{"mode":"Cities","cities":[{"kind":"city","name":"Zurich","label":"Zurich","lat":47.3769,"lng":8.5417}]}],["nearby","Successful practices",{"types":["Medical clinic","Law firm","Architect","Dentist"],"where":"Area of interest","order":"Best rated first","max":"120","rating":"4.6","contact":true}],["apollo","Owner or partner from Apollo",{"task":"Contacts at each company","titles":["Owner","Managing Partner","Founder"],"per":"1"}],["approve","Approve the introductions",{"who":"The flow\u2019s owner","msg":"Tick the owners a banker should meet.","within":"3 days"}],["ap_hubspot","Add them to HubSpot",{"action":"create-contact","per":"Once per item","inputs":{"objectProperties":{"firstname":"{{contact_name}}","jobtitle":"{{contact_title}}","email":"{{contact_email}}","company":"{{name}}"}}}],["email","Email me the results",{"kind":"One email per run"}]],"e":[[0,1],[1,2],[2,3],[3,4],[4,5],[4,6]]},"fin_agri_lending":{"name":"Farm supply stores for agricultural loans","desc":"Every quarter: farm supply stores and agricultural cooperatives in your rural towns, the best-rated first, as partners for an agricultural lending programme, in a sheet for field officers.","n":[["sched","On the 1st of every month",{"freq":"Every month","monthday":"1","time":"08:00","tz":"Africa/Kampala"}],["aoi","Rural towns",{"mode":"Cities","cities":[{"kind":"city","name":"Kampala","label":"Kampala","lat":0.3476,"lng":32.5825}]}],["nearby","Farm suppliers",{"types":["Agricultural cooperative","Animal feed store","Farm equipment supplier","Seed supplier","Fertilizer supplier"],"where":"Area of interest","order":"Best rated first","max":"100","contact":true}],["classify","Sort by kind",{"tax":"Custom list","labels":"Cooperative, Feed store, Seeds and tools"}],["ap_google-sheets","Update the field officers\u2019 sheet",{"action":"insert_row","per":"Once per item","inputs":{"spreadsheetId":"","sheetId":"","first_row_headers":true,"values":{}}}],["email","Email me the results",{"kind":"One email per run"}]],"e":[[0,1],[1,2],[2,3],[3,4],[3,5]]},"fin_collections_day":{"name":"Collection visits around closures and rain","desc":"Every morning at 7:00: the road incidents and today\u2019s rain near each collection visit in your table, with a visit order by xMap AI for the field team.","n":[["sched","Every morning",{"time":"07:00","tz":"Asia/Manila"}],["mydata","Today\u2019s visits",null],["incidents","Incidents near each visit",{"where":"Around each incoming place","types":["Road closures","Roadworks","Other incidents"],"radius":"2000"}],["weather","Forecast for 1 days",{"where":"Each incoming place","days":"1","what":["Temperature","Rain","Wind"]}],["llm","Write the visit plan",{"scope":"The whole list","task":"Write summary","prompt":"For the collections field team: the order to visit today, which to do early because of rain or closures.","out":"report"}],["ap_whatsapp","Send the plan",{"action":"sendMessage","per":"Once per run","inputs":{"phone_number_id":"","to":"","text":"{{report}}"}}],["email","Email me the results",{"kind":"One email per run"}]],"e":[[0,1],[1,2],[2,3],[3,4],[4,5],[4,6]]},"fin_franchise_equipment":{"name":"New franchise branches for equipment finance","desc":"Every month: chain restaurants, gyms and clinics opened in the last six months in your cities, with the franchisee from Apollo, scored by xMap AI for equipment finance.","n":[["sched","On the 1st of every month",{"freq":"Every month","monthday":"1","time":"08:00","tz":"America/Chicago"}],["aoi","My cities",{"mode":"Cities","cities":[{"kind":"city","name":"Chicago","label":"Chicago","lat":41.8781,"lng":-87.6298},{"kind":"city","name":"Atlanta","label":"Atlanta","lat":33.749,"lng":-84.388}]}],["nearby","New chain branches",{"types":["Fast food restaurant","Gym","Dental clinic"],"where":"Area of interest","order":"Best rated first","max":"150","chain":"Only chains","since":"Last 6 months","contact":true}],["onlynew","Only new ones",null],["apollo","Franchisee from Apollo",{"task":"Contacts at each company","titles":["Owner","Franchisee","Operations Manager"],"per":"1"}],["llm","Score each with xMap AI",{"task":"Score & rank","prompt":"Score each new branch from 0 to 100 as an equipment finance customer: kind of business and size. Explain in one sentence.","out":"fit_score, reason"}],["ap_hubspot","Add them to HubSpot",{"action":"create-contact","per":"Once per item","inputs":{"objectProperties":{"firstname":"{{contact_name}}","jobtitle":"{{contact_title}}","email":"{{contact_email}}","company":"{{name}}"}}}],["email","Email me the results",{"kind":"One email per run"}]],"e":[[0,1],[1,2],[2,3],[3,4],[4,5],[5,6],[5,7]]},"fin_student_accounts":{"name":"Universities for a student account campaign","desc":"Before the academic year: universities in your cities with how many young people live around each, and the bank branches near, ranked for a student account campaign.","n":[["sched","On the 1st of every month",{"freq":"Every month","monthday":"1","time":"08:00","tz":"Asia/Kolkata"}],["aoi","My cities",{"mode":"Cities","cities":[{"kind":"city","name":"Chennai","label":"Chennai","lat":13.0827,"lng":80.2707},{"kind":"city","name":"Bangalore","label":"Bangalore","lat":12.9716,"lng":77.5946}]}],["nearby","Universities",{"types":["University","College"],"where":"Area of interest","order":"Best rated first","max":"60"}],["demog","Who lives around",{"where":"Each incoming place","radius":"2 km"}],["nearby","Bank branches nearby",{"types":["Bank"],"where":"Each incoming place","radius":"1 km","give":"Each incoming place, with counts"}],["calc","Students around",{"lines":"young = age_10_19 + age_20_29"}],["sort","Best 20 first",{"by":"Another field","fname":"young","dir":"Highest first (Z to A)","keep":"The first 20"}],["email","Email me the list",{"kind":"One email per run","subj":"Universities to target"}]],"e":[[0,1],[1,2],[2,3],[3,4],[4,5],[5,6],[6,7]]},"fin_merchant_check":{"name":"Check new merchants from my sheet","desc":"When a new merchant is added to your sheet: it is found on the map and Jev picks whether its real kind matches what was declared, low, medium or high risk, posted to the risk team on Slack.","n":[["rows","New merchant in the sheet",{"src":"A Google Sheet"}],["gscan","Find the merchant on the map",{"area":"Around each incoming place","find":"Each place itself","radius":"300","opened":"Any time"}],["jev","Ask Jev for a risk level",{"kind":"Pick one","q":"From the business found on the map and what was declared, how risky is onboarding this merchant?","opts":"Low\nMedium\nHigh","field":"risk"}],["ap_slack","Post to the risk team",{"action":"send_channel_message","per":"Once per run","inputs":{"channel":"","text":"New merchant checked: {{items_md}}"}}],["email","Email me the results",{"kind":"One email per run"}]],"e":[[0,1],[1,2],[2,3],[2,4]]},"fin_cash_events":{"name":"ATMs near big events: plan the cash","desc":"Every Thursday: the ATMs within 1 km of the stadiums and convention centres in your table, with the weekend forecast, and a cash note by xMap AI for cash logistics.","n":[["sched","Every Thursday",{"freq":"Every week","weekday":"Thursday","time":"09:00","tz":"America/Sao_Paulo"}],["mydata","Event venues",null],["nearby","ATMs nearby",{"types":["ATM"],"where":"Each incoming place","radius":"1 km","give":"Each incoming place, with counts"}],["weather","Forecast for 4 days",{"where":"Each incoming place","days":"4","what":["Temperature","Rain","Wind"]}],["llm","Write the cash note",{"scope":"The whole list","task":"Write summary","prompt":"For cash logistics: which venues have few ATMs nearby for the weekend crowds and where to top up first.","out":"report"}],["email","Email me the list",{"kind":"One email per run","subj":"Cash plan for event weekend"}]],"e":[[0,1],[1,2],[2,3],[3,4],[4,5]]},"fin_builder_loans":{"name":"Construction firms hiring: working capital leads","desc":"Every week: construction companies posting site jobs in your cities, one per company, sized with Apollo, with the finance director, for the SME lending team.","n":[["sched","Every Monday",{"freq":"Every week","weekday":"Monday","time":"08:00","tz":"Africa/Lagos"}],["aoi","My cities",{"mode":"Cities","cities":[{"kind":"city","name":"Lagos","label":"Lagos","lat":6.5244,"lng":3.3792}]}],["jobs","Construction postings",{"kw":"site engineer foreman","where":"Area of interest","posted":"Last 7 days","limit":"50","details":true}],["dedupe","One posting per company",{"by":"Another field","fname":"company"}],["apollo","Company size from Apollo",{"task":"Company details"}],["apollo","Finance director from Apollo",{"task":"Contacts at each company","titles":["Finance Director","CFO","Managing Director"],"per":"1"}],["ap_hubspot","Add them to HubSpot",{"action":"create-contact","per":"Once per item","inputs":{"objectProperties":{"firstname":"{{contact_name}}","jobtitle":"{{contact_title}}","email":"{{contact_email}}","company":"{{name}}"}}}],["email","Email me the results",{"kind":"One email per run"}]],"e":[[0,1],[1,2],[2,3],[3,4],[4,5],[5,6],[5,7]]},"fin_branch_atm_chat":{"name":"Nearest branch and ATM chat","desc":"A chat for your customers: an AI agent finds the nearest branches and ATMs to any address, open now, and answers in two lines.","n":[["chat","Chat",{"title":"Find a branch","welcome":"Tell me where you are and I will find the nearest branch or ATM."}],["agent","Branch finder",{"goal":"You help bank customers find the nearest branch or ATM. Use Branches and ATMs near me for the place named. Answer with the two nearest and their address. Never ask for account details."}],["nearby","Branches and ATMs near me",{"where":"A point","center":"{{agent: where to look, as the place the person named}}","types":["Bank","ATM"],"radius":"2 km","order":"Best rated first","max":"20"}],["reply","Reply",{"text":"{{reply}}","give":"The answer only"}]],"e":[[0,1],[1,2,"tool"],[1,3]]},"fin_sme_pulse":{"name":"Weekly small business pulse","desc":"Every Monday: new small businesses in your cities by kind, against the shops that closed in your watch table, in a pulse note by xMap AI for the bank\u2019s economist.","n":[["sched","Every Monday",{"freq":"Every week","weekday":"Monday","time":"08:00","tz":"Asia/Jakarta"}],["aoi","My cities",{"mode":"Cities","cities":[{"kind":"city","name":"Jakarta","label":"Jakarta","lat":-6.2088,"lng":106.8456}]}],["nearby","New small businesses",{"types":["Restaurant","Store","Beauty salon","Cafe","Auto repair shop"],"where":"Area of interest","order":"Best rated first","max":"300","since":"Last 6 months"}],["onlynew","Only new ones",null],["classify","Sort by kind",{"tax":"Custom list","labels":"Food, Retail, Beauty, Cafe, Auto"}],["llm","Write the pulse note",{"scope":"The whole list","task":"Write summary","prompt":"For the bank\u2019s economist: new small businesses this week by kind and city, what is growing and what it suggests.","out":"report"}],["email","Email me the list",{"kind":"One email per run","subj":"Small business pulse"}]],"e":[[0,1],[1,2],[2,3],[3,4],[4,5],[5,6]]},"fin_rival_bank_hiring":{"name":"Rival banks hiring relationship managers","desc":"Every Monday: banks and lenders advertising relationship manager jobs in your cities, one per company, placed on the map, in a short note by xMap AI on which rivals are building teams and where, emailed and mapped.","n":[["sched","Every Monday",{"freq":"Every week","weekday":"Monday","time":"08:00","tz":"America/Mexico_City"}],["aoi","Our cities",{"mode":"Cities","cities":[{"kind":"city","name":"Mexico City","label":"Mexico City","lat":19.4326,"lng":-99.1332},{"kind":"city","name":"Monterrey","label":"Monterrey","lat":25.6866,"lng":-100.3161},{"kind":"city","name":"Guadalajara","label":"Guadalajara","lat":20.6597,"lng":-103.3496}]}],["jobs","Relationship manager jobs",{"kw":"relationship manager","where":"Area of interest","posted":"Last 7 days","limit":"50","details":true,"each":true}],["gscan","Each company on the map",{"area":"Around each incoming place","find":"Each place itself","radius":"300","opened":"Any time"}],["llm","Write the rivals note",{"scope":"The whole list","task":"Write summary","prompt":"For a bank\u2019s strategy team, in about 100 words: which banks and lenders are hiring relationship managers, in which cities, and what that says about where they want to grow. Only use the companies in the list.","out":"report"}],["email","Email me the list",{"kind":"One email per run","subj":"Rival banks hiring this week"}],["map","Show them on a map",{"name":"Rivals hiring","color":"Category"}]],"e":[[0,1],[1,2],[2,3],[3,4],[4,5],[4,6]]},"fin_markets_news":{"name":"Markets and central bank news, every weekday","desc":"Every weekday at 6:30: the business news read by xMap AI for central banks, interest rates, inflation, currencies and markets, each story placed on the map where it happens, the new ones only, in a short morning note for the treasury team.","n":[["sched","Every weekday morning",{"days":["Mon","Tue","Wed","Thu","Fri"],"time":"06:30","tz":"America/New_York"}],["news","Markets in the news",{"src":"Feeds (RSS or Atom)","urls":"https://feeds.bbci.co.uk/news/business/rss.xml","ai":"central banks, interest rates, inflation, currencies, or bond and stock markets","since":"Last 24 hours","max":"40","places":true}],["onlynew","Only new ones",null],["llm","Write the morning note",{"scope":"The whole list","task":"Write summary","prompt":"For a company\u2019s treasury team, in about 120 words: each story, where it is, and what it could mean for rates, currencies and payments due. Only use the stories in the list.","out":"report"}],["email","Email me the list",{"kind":"One email per run","subj":"Markets news this morning"}],["map","Show them on a map",{"name":"Where the stories happen","color":"Category"}]],"e":[[0,1],[1,2],[2,3],[3,4],[3,5]]}},"info":{"fin_merchant_acquiring":{"p":"finance","ind":["Finance","Retail"],"goals":["leads"],"promise":"New shops likely to be cash only, given to the nearest sales agent every weekday.","why":"New merchants choose a payment provider in their first months. Finding the ones that do not take cards yet, and sending the closest agent, wins them first.","uses":["A payment terminal provider","A bank's merchant acquiring team","A fintech offering QR payments"],"gets":["A Google Sheet for agents","An email"],"min":60},"fin_branch_review":{"p":"finance","ind":["Finance"],"goals":["sites","data"],"promise":"A monthly review of which branches their area needs, with a note for the committee.","why":"Branch decisions are usually made on old numbers. This flow puts people, nearby banks and a need score next to every branch each month, ready for the committee.","uses":["A retail bank's network team","A microfinance institution","A post office network"],"gets":["A review to approve","A data sheet","A map"],"min":360},"fin_storm_watch":{"p":"finance","ind":["Insurance"],"goals":["ops"],"promise":"The days with the strongest wind and the most rain ahead in the cities you insure, with a standby note for claims.","why":"Claims surge the day after a storm. Knowing five days ahead lets the team plan handlers and warn customers before the damage, not after.","uses":["A home insurer","A business insurer","A loss adjusting firm"],"gets":["An email with the standby note","A Slack post for the claims team"],"min":30},"fin_sme_lending":{"p":"finance","ind":["Finance"],"goals":["leads","hiring"],"promise":"Small companies that are hiring, sized and scored for a working capital loan.","why":"Hiring is the clearest sign a small company needs cash to grow. This flow finds them weekly, checks their size and puts the strong ones in front of your lenders.","uses":["A bank's SME lending team","A fintech lender","An invoice financing company"],"gets":["Companies in HubSpot","An email"],"min":90},"fin_atm_gaps":{"p":"finance","ind":["Finance","Retail"],"goals":["sites"],"promise":"Busy malls, markets and supermarkets with the fewest ATMs around, every month.","why":"An ATM earns where crowds are and other ATMs are not. This flow lists those spots, busiest first.","uses":["A bank planning ATMs","An independent ATM operator","A cash-in-transit company"],"gets":["An email with the list","A map of the results"],"min":120},"fin_remittance_rivals":{"p":"finance","ind":["Finance"],"goals":["competitors"],"promise":"New money transfer and exchange shops in your city, every week.","why":"Remittance is a neighbourhood business. A new rival two streets away changes a branch's week; you hear about it the week it opens.","uses":["A remittance company","An exchange house","A bank serving migrant workers"],"gets":["An email with the list","A map of the results"],"min":30},"fin_merchant_churn":{"p":"finance","ind":["Finance"],"goals":["data"],"promise":"Merchants likely to close or leave you, scored weekly, riskiest first.","why":"A merchant that closes or switches costs more than any new one brings. Closures and falling ratings give the warning months ahead; this flow checks them every week.","uses":["A payment provider's account team","A merchant cash advance lender","A bank's business banking team"],"gets":["An email","A Google Sheet"],"min":120},"fin_garage_network":{"p":"finance","ind":["Insurance","Automotive"],"goals":["leads","data"],"promise":"Garages vetted by an AI agent and scored for your claims network, approved every month.","why":"Claims cost less and customers stay happier with good repair partners. Vetting garages takes days; the agent does the research and you approve the result.","uses":["A car insurer's claims team","A fleet leasing company","A roadside assistance provider"],"gets":["A partner sheet","An email","A map"],"min":360},"fin_mortgage_agents":{"p":"finance","ind":["Finance","Real estate"],"goals":["leads"],"promise":"Top-rated real estate agencies and their owners, into HubSpot every week.","why":"Mortgages come through agents. Meeting the best-rated ones before a rival bank does fills the pipeline for years.","uses":["A bank's mortgage team","A mortgage broker","A home insurance company"],"gets":["Contacts in HubSpot","An email"],"min":60},"fin_unbanked_hotspots":{"p":"finance","ind":["Finance","Public sector"],"goals":["sites","data"],"promise":"The most populated blocks with the fewest banks and agents, every month.","why":"Financial inclusion targets need to know where people live far from any bank. This flow measures it block by block and keeps the history in your database.","uses":["A bank growing an agent network","A mobile money company","A development finance team"],"gets":["A network note","Data in your database and Drive","A map"],"min":300},"fin_bnpl_merchants":{"p":"finance","ind":["Finance","Retail"],"goals":["leads"],"promise":"Big-ticket stores scored for a pay-later offer.","why":"Pay later sells best where tickets are big. The best stores are ranked with their owner.","uses":["A buy now, pay later company","A consumer finance bank","A payments startup"],"gets":["New leads in HubSpot"],"min":90,"runs":1},"fin_payroll_cards":{"p":"finance","ind":["Finance","Recruiting"],"goals":["leads"],"promise":"Companies hiring workers in bulk, for payroll cards.","why":"Companies with many workers need a simple way to pay them. They are hiring now.","uses":["A payroll card issuer","A bank\u2019s corporate team","A remittance company"],"gets":["New leads in HubSpot"],"min":60},"fin_rival_branch_moves":{"p":"finance","ind":["Finance"],"goals":["competitors"],"promise":"Rival branches that closed, with the people left nearby.","why":"A closed rival branch leaves customers looking. The nearest bank can welcome them.","uses":["A retail bank","A credit union","A microfinance network"],"gets":["An email"],"min":90,"runs":1},"fin_wealth_owners":{"p":"finance","ind":["Finance"],"goals":["leads"],"promise":"Successful practice owners for the private bank, approved.","why":"Doctors, lawyers and architects build wealth quietly. Their best-rated practices show who.","uses":["A private bank","A wealth manager","A family office"],"gets":["New leads in HubSpot"],"min":90,"runs":1},"fin_agri_lending":{"p":"finance","ind":["Finance","Agriculture"],"goals":["data"],"promise":"Farm suppliers in rural towns, as lending partners.","why":"Farmers buy where they borrow. Suppliers make the best partners for a loan programme.","uses":["An agricultural bank","A microfinance institution","A development finance programme"],"gets":["A Google Sheet"],"min":90,"runs":1},"fin_collections_day":{"p":"finance","ind":["Finance"],"goals":["ops"],"promise":"Today\u2019s collection visits planned around rain and closures.","why":"Field visits fail in rain and traffic. A plan around them gets more done.","uses":["A collections agency","A microfinance field team","A consumer lender"],"gets":["A WhatsApp message"],"min":30},"fin_franchise_equipment":{"p":"finance","ind":["Finance","Food and drink"],"goals":["leads"],"promise":"New franchise branches scored for equipment finance.","why":"New franchises buy kitchens, machines and fit-outs. Financing them early wins the deal.","uses":["An equipment finance company","A leasing firm","A bank\u2019s SME team"],"gets":["New leads in HubSpot"],"min":60,"runs":1},"fin_student_accounts":{"p":"finance","ind":["Finance","Education"],"goals":["sites"],"promise":"Universities ranked by young people around and branches near.","why":"Students choose their first bank at university. The campaign goes where they are.","uses":["A retail bank","A digital bank","A student card issuer"],"gets":["An email"],"min":120,"runs":1},"fin_merchant_check":{"p":"finance","ind":["Finance"],"goals":["ops"],"promise":"New merchants checked on the map, with a risk level.","why":"Risk teams cannot visit every merchant. A map check flags the doubtful ones.","uses":["A payments risk team","An acquiring bank","A marketplace\u2019s trust team"],"gets":["A Slack post"],"min":10,"runs":200},"fin_cash_events":{"p":"finance","ind":["Finance","Events"],"goals":["ops"],"promise":"ATMs near event venues, with the weekend forecast.","why":"Empty ATMs at big events make news. Cash goes where the crowds will be.","uses":["A cash logistics company","A bank\u2019s ATM team","An ATM operator"],"gets":["An email"],"min":30,"runs":4},"fin_builder_loans":{"p":"finance","ind":["Finance","Construction"],"goals":["leads"],"promise":"Construction firms hiring, with the finance director.","why":"Builders hiring are winning work and need cash to deliver it. They borrow now.","uses":["A bank\u2019s SME lending team","A trade finance company","An invoice finance firm"],"gets":["New leads in HubSpot"],"min":60},"fin_branch_atm_chat":{"p":"finance","ind":["Finance"],"goals":["chat"],"promise":"A chat that finds the nearest branch or ATM.","why":"Customers ask where the nearest branch is every day. The chat answers at once.","uses":["A retail bank\u2019s website","A credit union","An ATM network"],"gets":["A chat page"],"min":5,"runs":500},"fin_sme_pulse":{"p":"finance","ind":["Finance","Consulting"],"goals":["data"],"promise":"New small businesses each week, in a pulse note.","why":"New businesses show where the economy grows before statistics do. The note comes each Monday.","uses":["A bank\u2019s economist","A central bank research team","A fintech strategy team"],"gets":["An email"],"min":60,"runs":4},"fin_rival_bank_hiring":{"p":"finance","ind":["Finance"],"goals":["competitors","hiring"],"promise":"Banks and lenders hiring relationship managers, each week, on a map.","why":"A rival hiring relationship managers in a city is about to chase its business clients there. Seeing it early gives your team time to call first.","uses":["A bank\u2019s strategy team","A business banking head","A financial recruiter"],"gets":["An email","A map"],"min":45,"runs":4},"fin_markets_news":{"p":"finance","ind":["Finance","Manufacturing"],"goals":["data"],"promise":"Each weekday, the markets and central bank news in a short note.","why":"A rate decision or a currency move changes what a company pays its suppliers abroad. A short note each morning means treasury reads it before the first payment run.","uses":["A company\u2019s treasury team","A CFO of an importer","A business banking adviser"],"gets":["An email","A map"],"min":30,"runs":22}}}