Weekday Harmonic deal flow digest in Slack and Notion

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.

Agentic Task
HarmonicSlackNotionSalesOperationsDaily DigestsResearch & MonitoringLead Enrichment

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.

Additional information

What does this prompt do?
  • Checks your named Harmonic saved search every weekday morning and only continues if there are brand new companies since yesterday.
  • Pulls funding, headcount, and founder background for each new hit so you have real signal, not just a logo.
  • Ranks the companies against the investment thesis you describe and posts a Slack briefing with the top picks and a short rationale for each.
  • Adds every new company as a row in your Notion deal flow database so nothing falls out of pipeline.
  • Marks the saved search as seen at the end of the run so tomorrow only surfaces truly new companies.
What do I need to use this?
  • A Harmonic account with at least one saved search set up for your target deal flow.
  • A Slack workspace and the channel name where the morning briefing should land.
  • A Notion workspace with a deal flow database where new companies should be logged.
  • A short description of your investment thesis: stage, vertical, geography, and the founder signals you care about.
How can I customize it?
  • Change the run time or the days of the week (for example, run Tuesday through Saturday, or twice a day).
  • Swap the Harmonic saved search by name, or watch more than one saved search in a single run.
  • Tighten or broaden the thesis description so the ranking matches your current focus.
  • Point the briefing at a different Slack channel, a DM, or multiple channels at once.
  • Map extra Notion properties (source, score, owner, stage) so logged companies route straight into your pipeline.

Frequently asked questions

What happens on days with no new companies in the saved search?
The agent skips the run entirely. No Slack message, no Notion rows, no noise. You only hear from it when there is real new deal flow.
Do I need to build the Harmonic saved search first?
Yes. Set up the saved search in Harmonic for the stage, vertical, and geography you cover. The agent reads net new results from that saved view, so the better the filters, the better the digest.
How does the ranking actually work?
You describe your thesis in plain language when you set up the workflow. The agent uses that description, plus the funding, headcount, and founder background it pulls from Harmonic, to rank each new company and write a one paragraph rationale.
Will I see the same company twice?
No. After each run the agent marks the saved search as seen in Harmonic, so the next morning only brand new companies surface. You can tweak this behavior if you want a longer look back window.
Can I send this to more than one Slack channel or to email instead?
Yes. Swap or add destinations when you set up the workflow. The briefing format stays the same whether it lands in one channel, several, or a DM.

Stop missing new companies in your Harmonic saved searches.

Connect Harmonic, Slack, and Notion once, and Geni runs your morning deal flow digest every weekday at 8am.