Weekly funding alerts from TechCrunch and Crunchbase to Salesforce

Every Monday at 8am ET, run an agent that finds last week's funding announcements, filters them to my ICP, creates fresh prospects in Salesforce, and drops a digest in Slack so SDRs can start outreach the same morning.

Step 1 — Pull last week's funding news. Use Browserbase to open TechCrunch's venture/funding section (https://techcrunch.com/category/venture/) and Crunchbase News' funding reports (https://news.crunchbase.com/sections/venture/). Both pages render their article lists client-side, which is exactly why a real browser session is needed. Read every article published in the prior 7 days and pull out: company name, company website, funding stage (Seed, Series A, Series B, etc.), round size in USD, lead investor, announcement URL, and a one-sentence summary of what the company does.

Step 2 — Filter to my ICP. My ICP is: B2B SaaS companies that closed a Series A or Series B in the last week, in the verticals fintech, devtools, or healthtech, headquartered in the US, Canada, UK, or EU. Drop anything that is consumer, hardware, crypto-native, services/agencies, or pre-seed/seed. Drop anything outside those geographies. If the ICP is ambiguous, err on the side of including a borderline match and flag it in the digest. (Edit this paragraph to describe your own ICP — the agent uses it as the qualification rubric.)

Step 3 — Enrich each qualified company. For every prospect that passes the ICP filter, open the company's own website with another Browserbase session and grab a clean one-sentence description of what they do, the industry they operate in, and their HQ city/country. This catches companies whose TechCrunch or Crunchbase blurb is vague or marketing-fluffy.

Step 4 — Dedupe against Salesforce. Before creating anything, use the Salesforce Get Many Accounts operation (or a SOQL Query) to look up existing accounts by Name and Website for each prospect. If a matching account already exists, skip the create and note it in the digest as "already in Salesforce" with a link to the existing record. Only proceed to creation for companies that are genuinely new.

Step 5 — Create the Salesforce records. For each new prospect, use Create Account to add the company (Name, Website, Industry, BillingCity, BillingCountry, Description set to the one-sentence summary). Then use Create Lead to add a paired lead tied to the new account, writing the funding stage, round size, lead investor, and announcement URL into the Lead Description and into any custom funding fields if they exist (e.g. Funding_Stage__c, Round_Size_USD__c, Lead_Investor__c, Announcement_URL__c). If custom fields are not configured, put everything in Description, cleanly formatted.

Step 6 — Post the Monday digest. Use Slack Bot's Send a Message operation to post a single digest to the #sdr-prospecting channel (let me reconfigure this channel name during setup). The digest should list every new account added, grouped by funding stage, with: company name, one-sentence description, funding stage and round size, lead investor, announcement URL, and a deep link to the new Salesforce Account record. Include a short footer noting how many prospects were considered, how many passed ICP, and how many were skipped as duplicates.

Why this is an agent, not a fixed pipeline: ICP filtering, dedupe matching (company names rarely match exactly between a news article and the existing Salesforce record), and writing crisp one-line descriptions all need judgement. If a week has zero qualified prospects, post a one-line "no matches this week" message rather than skipping silently. If a source page fails to load, retry once then move on and note the gap in the digest.