Log yesterday's PitchBook deals to a Google Sheet every morning

By General Input

Every weekday at 6am, append yesterday's PitchBook deals matching your thesis to a Google Sheet and ping your sourcing channel in Slack.

Integrations

  • PitchBook
  • Google Sheets
  • Slack Bot

Type

Deterministic Code

Categories

  • Sales
  • Operations

Build a deterministic code workflow that runs on a cron trigger every weekday at 6:00 AM in my local timezone and logs yesterday's PitchBook deals into our team's sourcing Google Sheet, then posts a one-line Slack notification.

Step 1. Use the PitchBook Search Deals operation with a fixed set of thesis filters: sector tags, deal type, geography, deal size range, and a date range covering the last 24 hours (yesterday through the moment the job runs). Paginate through all results. Do not summarize, rank, or filter further. Treat this as a straight pull.

Step 2. For each matching deal, call the Google Sheets Append Values operation against a designated spreadsheet and worksheet. Append one row per deal with these columns in this order: company name, deal type, deal date, amount, lead investor, co-investors (comma-separated), sector, headquarters (city, state/country), and the PitchBook entity URL. Use USER_ENTERED so dates and numbers render correctly.

Step 3. After all rows have been appended, use the Slack Bot Send a Message operation to post a single short message to a designated sourcing channel. The message should state how many new deals were added today and include a link back to the Google Sheet. If zero deals matched, still post the message so the team knows the job ran.

Expose these as configurable inputs at the top of the workflow: the cron schedule, the PitchBook thesis filter values (sectors, deal types, geographies, deal size range), the spreadsheet ID and worksheet name, and the Slack channel ID. Everything else is hardcoded.

Important: this is intentionally a deterministic pipeline. Do not add ranking, scoring, AI summarization, or conditional branching. The value is the auditable, row-level feed. Pair it mentally with a separate digest workflow if I ever want a written summary, but keep this one strictly as an append-and-notify job.

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