Email Open Exchange Rates reports to your team on a schedule
Load Open Exchange Rates into your data warehouse first, link it to the rest of your data with SQL keys, then send the daily rate for each currency, in the inbox of the people who restate the numbers. The email comes from your source of truth, not from a hand-built export.
Open Exchange R…ConnectedHistorical excha…
EmailDateBaseCurre…Daily 09:00The people who restate revenue in another currency still look up the day's rate by hand before every report.
Paste this into your AI assistant. It loads Open Exchange Rates into a Data Mart in your data warehouse and emails the daily rate for each currency you report in, on a schedule.
The prompt
Read https://www.owox.com/ai-agent-setup.md and follow it to set up OWOX Data Marts for me, starting from /connectors/open-exchange-rates-insights-to-email.md. The task: email the Open Exchange Rates daily rate for each of our reporting currencies to the finance team every weekday morning, with the change since yesterday. Tag the links you give me with utm_campaign=ai-task and utm_term=data-foundation. Use what you know about my context and goals
Open Exchange Rates Endpoints
1 Open Exchange Rates endpoints you can import. Each lands in its own table in your data warehouse.
Why Open Exchange Rates does not go straight to email
Open Exchange Rates quotes a rate per currency and day, not the revenue you earned at that rate. An email built straight from the source sends the source's own numbers to an inbox with nothing to check them against; a scheduled export is no better, because it does not tie them to the rest of the business reliably, at scale or business-ready, so the join happens in a warehouse first.
- A rate is quoted by base, currency and date, with no order or deposit to apply it to
- The data analyst links the tables by SQL keys and controls what an email may say
- Recipients get one readable message instead of a CSV to open
Open Exchange…Rates by currencyEmail
Data warehouseJoined by idStep 1: Load Open Exchange Rates into your data warehouse first
Create a Data Mart with Open Exchange Rates as the source and choose where the data lands. It works with any popular data warehouse.
- One endpoint, Historical exchange rates data, with four fields: date, base, currency and rate
- Authorize with your Open Exchange Rates App ID
- Open the Open Exchange Rates connector for your data warehouse below
Open Exchan…Data MartGoogle BigQuery
AWS Athena
Snowflake
AWS Redshift
Databricksopen_exchange_rates.historicalStep 2: Link Open Exchange Rates to orders and invoices
In your data warehouse the model joins the rate table to orders and invoices by date and currency, for every currency code you load. Pick an industry to see the shape of its model.
- Every report converts with the same rate
- Orders and invoices join by SQL keys, not a rate typed into a cell
- The measures, such as settled_revenue, are defined once
Open Exchange…Historical exchan…Step 3: Email Open Exchange Rates reports to your recipients
Add an email destination with the recipients' addresses, separated by commas, semicolons or new lines, and attach a report of the Open Exchange Rates Data Mart. The subject and the body are Markdown, and a table placeholder drops the rows into the body.
- The table carries date, currency, rate and base
- Allow-list the sending address insights@e.owox.com so the message reaches inboxes
- Run it once with Create & Run report to see the email before the schedule starts
EmailWeeklyExchange rates, week in reviewdatecurrencyratebaseStep 4: Schedule the Open Exchange Rates email and add a short analysis
Add a trigger in the report's Automate Report Runs section or on the Data Mart's Triggers tab, for example every weekday morning or Monday and Wednesday at a set hour in your time zone. Write the reading under the table.
- Send always, only when the result is not empty, or only when it is empty
- The reading is drawn from the report's fields and says only what the data shows
- Attach a pre-built Insight instead of plain text when you want it written for you
EmailExchange rates, week in reviewdatecurrencyratebaseAnalysisThe week's rate for every currency against the base.Compare the first and last date to see what drifted.Restating a deposit needs the rate of its own date.Step 5: Reuse Open Exchange Rates inside OWOX MCP
The Data Mart behind your email report also works in OWOX MCP, your assistant for data. Request any report, chat with your data, then get the report in Google Sheets or Excel in one click.
- Ask in plain words; the answer comes from your data warehouse
- An Open Exchange Rates question worth repeating becomes the next scheduled email
Google SheetsOpen
ExcelOpen
- 0.41.0Rotating a connector key is one change: Sources share reusable Credentials
- 0.39.0Reload a year of history in one backfill, not twelve
- 0.37.0Clearer connector errors, and custom connectors that handle more APIs
- 0.36.0Start a connector run without expanding the Input Source card
- 0.35.0Resume an interrupted manual backfill from the last fully loaded date
Why OWOX for Open Exchange Rates by email
Scheduled exports and hand-mailed screenshots put numbers in an inbox. OWOX also keeps the data yours, linked and ready to model.
- You own the data. Open Exchange Rates lands in your own data warehouse, in tables you control.
- Rates for whoever restates. Finance receives the rate table by email on a fixed day and restates from one source.
- Nothing to open. Recipients read the table and the analysis in the message, with no login to a dashboard or to OWOX.
- Same numbers everywhere. The Open Exchange Rates Data Mart behind the email also feeds your reports and your AI assistant.
- You set the rule. A report sends always, only when it has rows, or only when it is empty, so a quiet week does not fill inboxes.
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