Generate an investor deal memo from a new Airtable row
When a new company lands in your Airtable deal pipeline, generate a cited Google Docs memo covering founders, funding, competitors, and risks.
Airtable
Parallel
Google Docs
SlackOperationsFinanceResearch & MonitoringAI ReportsContent GenerationBuild an agent workflow that turns every new company added to my Airtable 'Deal Pipeline' base into a fully cited, investor-style deal memo in Google Docs. This is for VC sourcing and diligence for capital allocation, not sales outreach. The primary artifact is the memo document, not filled-in firmographic columns.
Trigger: poll Airtable using the new_record event on my 'Deal Pipeline' table. When a new company row lands, read the company name and, if present, a website/domain field and a stage field from the row.
Research step: call Parallel's Create Task Run with a structured JSON schema that requires per-field source citations (the 'basis' array). The schema should cover founders_background (names, prior companies, notable exits), funding_history (a list of rounds with amount, date, lead investor, and other participants), product_summary (one paragraph on what they build and who it is for), market_position (segment, differentiation, ideal customer profile), top_competitors (3 to 5 with a one-line delta each), notable_customers (names or logos where public), and key_risks (regulatory, market, technical, team, and capital risks). Use processor tier 'core' or 'pro' so citation coverage is high. Create Task Run is async, so wait on the blocking GET /v1/tasks/runs/{run_id}/result endpoint rather than busy-polling the retrieve endpoint.
Memo step: in Google Docs, Create Document titled '[Company] Deal Memo', then use Batch Update Document to lay out headings for each schema section above and populate the body with the researched content. Attach Parallel's basis citations as inline links on the specific sentences they support, so a reviewer can click any claim through to its source. Do not dump all citations into a single bibliography at the end.
Write-back: Update Record on the Airtable row with the memo's Google Docs URL and a one-line thesis field. The thesis is a single sentence explaining why this company is interesting for capital allocation right now, generated from the research above.
Notification: Send a Message to Slack in the #deal-flow channel with the company name, the stage from the Airtable row, the one-line thesis, and a link to the Google Docs memo. Keep the message short so partners can scan the channel and click into memos that catch their eye.
Failure handling: if Parallel returns thin data or the research step fails, skip the Google Docs and Airtable write steps and post a short 'memo generation failed for [Company], please re-run' note in the Slack channel instead of writing a half-empty document.
Additional information
What does this prompt do?
- Watches your Airtable deal pipeline base and fires the moment a new company row is added.
- Runs deep, cited research on the company covering founders, funding rounds, product, market position, competitors, notable customers, and key risks.
- Creates a Google Docs deal memo titled with the company name, laid out in review-ready sections with inline source links on every claim.
- Writes the memo URL and a one-line thesis back to the Airtable row, then posts a summary to your #deal-flow Slack channel.
What do I need to use this?
- An Airtable base with a Deal Pipeline table that gets a new row per prospective company.
- A Parallel account to run the cited research.
- A Google account with Google Docs access so memos land in your Drive.
- A Slack workspace with a channel for deal flow (defaults to #deal-flow).
How can I customize it?
- Point it at a different Airtable base or table, and pick which columns receive the memo link and one-line thesis.
- Add or drop memo sections. Common additions include regulatory risk, ownership structure, or an operator scorecard.
- Route the Slack summary to a different channel, or send it as a DM to a specific reviewing partner instead.
Frequently asked questions
How is this different from the Airtable prospect enrichment prompt?
Where does the research come from and can reviewers audit it?
What if research takes a few minutes to complete?
Can I change which Slack channel gets the summary?
Does it regenerate the memo if the Airtable row updates later?
Related templates
Turn every new Airtable company into a review-ready deal memo.
Connect Airtable, Parallel, Google Docs, and Slack once, and Geni builds a cited memo the moment a company lands in your pipeline.