Daily founder outreach from yesterday's funding rounds

By General Input

Every weekday at 8am, get up to ten personalized Gmail drafts to founders who just raised in your target sectors, with HubSpot already updated.

Integrations

  • Crunchbase
  • Gmail
  • HubSpot

Type

Agentic Task

Categories

  • Sales

Build me an agent workflow that runs every weekday morning at 8am on a cron trigger and drafts personalized founder outreach emails for startups that announced a funding round the previous business day in my target sectors.

Step 1. Pull yesterday's rounds from Crunchbase. Call Crunchbase Search Funding Rounds filtered to announced_on equal to the previous business day, investment_type in (seed, series_a, series_b), and a configurable list of category groups (default: AI, fintech, developer tools). Make the sector list and stage list easy to edit at the top of the instructions.

Step 2. For each funding round, call Crunchbase Lookup Organization to get the company's one-line description, website, total funding to date, and lead investor name. Then call Crunchbase Search People (filtered to that organization, role = founder or CEO) and, if needed, Crunchbase Lookup Person to pull a clean name and headline for the right outreach target.

Step 3. Before drafting, dedupe against my CRM. Call HubSpot Search Companies by domain (and fallback by name) and skip any company that already exists in HubSpot so I do not duplicate a teammate's account.

Step 4. For each qualifying founder, write a short, specific cold email and create it with Gmail Create a Draft. The email must reference the exact round size, the lead investor, what the company does in one line, and one tailored reason I am reaching out (use the company description and recent traction to invent a concrete hook, not a generic template). Keep it under 120 words, use a friendly tone, and sign off from me.

Step 5. Land the account in HubSpot. Call HubSpot Create Company with the name, domain, industry, and a short description. Then call HubSpot Create Note associated with that company that captures the round size, stage, lead investor, announce date, and a link to the Gmail draft I will review.

Hard limits: cap the run at ten drafts per day so my inbox stays reviewable. If more than ten qualifying rounds came in, rank by round size and pick the top ten. If Crunchbase returns zero rounds for the day, exit cleanly without creating drafts or HubSpot records.

Output: at the end of the run, return a one-paragraph summary of how many rounds were scanned, how many founders were drafted to, how many were skipped as HubSpot duplicates, and a bullet list of the founders and companies it queued drafts for.

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