Weekday Harmonic deal flow digest in Slack and Notion

By General Input

Every weekday at 8am, an agent pulls new companies from your Harmonic saved search, ranks them against your thesis, briefs your team in Slack, and logs them in Notion.

Integrations

  • Harmonic
  • Slack
  • Notion

Type

Agentic Task

Categories

  • Sales
  • Operations

Build an agent workflow that runs every weekday (Monday through Friday) at 8am in my local timezone and produces a morning deal flow digest from my Harmonic saved search.

The saved search I want to watch is named: "<REPLACE WITH SAVED SEARCH NAME>". The Slack channel I want the briefing posted to is: #<REPLACE WITH CHANNEL>. The Notion deal flow database I want new companies logged in is: <REPLACE WITH NOTION DATABASE NAME OR URL>.

My investment thesis (use this to rank new companies and write the rationales):

Stage: <REPLACE, e.g. pre-seed and seed>. Vertical: <REPLACE, e.g. vertical SaaS for healthcare and finance>. Geography: <REPLACE, e.g. North America and Western Europe>. Founder signals I care about: <REPLACE, e.g. second-time founders, ex-FAANG technical leads, domain experts who shipped at a market leader>.

On each run the agent should do the following, in order:

1. Call Harmonic List Saved Searches to find the saved search by the name above and grab its id. If the name no longer matches a saved search, stop the run and post a one-line note in the Slack channel asking me to update the workflow.

2. Call Harmonic Get Saved Search Net New Results for that saved search id. If there are zero net new companies, skip the rest of the run entirely. Do not post in Slack, do not write to Notion, do not clear the queue. Just exit cleanly.

3. For each net new company, call Harmonic Get Company to pull funding, headcount, location, stage, founding date, and website. Then call Harmonic Get Company Employees to pull the founders and earliest team members so you can summarize their backgrounds (prior companies, roles, schools). Keep field selection lean to stay well under Harmonic's response size limits.

4. Score every company against the thesis above on a 1-to-5 scale and write a one-paragraph rationale for each that names the funding stage, headcount, the founders by name with one line of background each, and why it does or does not fit. Sort companies by score, highest first.

5. Use Slack Send a Message to post the briefing to the channel above. Format: a short header ("Morning deal flow, <date>, <N> new from <saved search name>"), then the top picks (score 4 or 5) with their rationale, then a compact list of the rest (name, score, one-line note). Keep it readable on mobile.

6. For every net new company (not just the top picks), use Notion Create a Page to add a row to my Notion deal flow database. Map: Company name to title; Website, Stage, Headcount, Location, Founders, Funding total, and Score to matching properties; the rationale paragraph into the page body. If a property does not exist on the database, ask me which to create or skip rather than guessing.

7. Finally, call Harmonic Clear Saved Search Net New for the saved search so tomorrow's run only surfaces brand new companies. Only do this after the Slack briefing has been posted and the Notion rows are created. If either of those failed, do not clear the queue.

Reliability notes: Harmonic is rate limited to 10 requests per second, so pace company lookups accordingly. If Harmonic returns 404 for a company, retry once after a short delay before giving up. If Slack or Notion fails, surface a clear error and do not clear the Harmonic net new queue.

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