Does this work if my portfolio list lives somewhere other than Google Sheets?

This version reads from Google Sheets. If your list lives in Notion, Airtable, or a CRM, you can adapt the prompt to point at that source instead and the rest of the workflow stays the same.

How does the agent decide which hires are worth flagging?

The agent ignores departures and routine moves, then highlights senior arrivals that change the company's leadership picture, like a first-time CRO, a new VP of Engineering, or someone joining from a notable previous employer. You can tighten or loosen this in the prompt.

What if a portfolio company isn't in Harmonic yet?

The agent will note that no data was returned for that domain and skip it in the digest, so the rest of the report still runs. You can ask it to log a list of misses at the bottom of the message.

How do I change which Slack channel the digest posts to?

Edit the channel name in the workflow and Geni will use the new destination on the next run. You can also point it at a partner's DM or split the digest across multiple channels.

Will running this burn through my Harmonic credits?

Each portfolio company costs one company lookup plus one employee read per week. For a normal portfolio that's well under typical Harmonic plan limits, but you can stagger by region or fund if you want to spread usage.

Monday Slack digest of senior hires at portfolio companies with Harmonic

Every Monday at 9am, I want an agent to scan my portfolio companies for notable new senior hires and send me a Slack digest. The portfolio list lives in a Google Sheet I will point the workflow at. The sheet has one row per company, a column for the company's primary domain, and a column holding a JSON snapshot of the last-known senior team (the snapshot the agent wrote on the previous run).

Step 1. Use Google Sheets Get Values to read the portfolio sheet (domain column plus last-known senior team snapshot column) into memory.

Step 2. For each portfolio company, call Harmonic Lookup Company using the domain to get the company's Harmonic ID, then call Harmonic Get Company Employees and filter to leadership-level titles only: C-suite (CEO, CFO, CRO, CTO, COO, CMO, CPO, etc.), VP, SVP, EVP, Director, Head of, founder, and co-founder. Skip anyone whose status is no longer current. Be polite with rate limits (Harmonic allows 10 requests per second).

Step 3. Diff this week's senior roster against the JSON snapshot stored in the sheet. Ignore departures and routine moves. For each remaining new hire, decide whether it is genuinely interesting signal or noise. Signal examples: a first-time CRO or VP of Sales, a new VP of Engineering, a notable transfer from a big-name company (FAANG, well-known unicorn, prior successful exit), or a new C-suite seat. Noise examples: internal promotions to the same function the company already had filled, lateral moves that don't change the leadership picture.

Step 4. Compose a Slack digest grouped by portfolio company. Use Slack Send a Message to post it to the channel I'll specify. For each company that has at least one signal hire, list one line per hire with the person's name, new title, previous employer if available, and a short sentence explaining why it matters for the business. Companies with no signal hires this week should be omitted from the digest to keep it scannable. End with a short tail listing any portfolio companies that couldn't be found in Harmonic so I can fix the sheet.

Step 5. Use Google Sheets Update Values to overwrite the last-known senior team snapshot column with the current week's roster (as JSON) for every portfolio company that was successfully looked up. This makes next Monday's diff clean and reflects only the new state.

When the workflow is created, ask me for the spreadsheet ID, the sheet/tab name, the column letters for domain and snapshot, and the Slack channel name. Once those are configured, the run should be fully automatic every Monday at 9am in my local timezone.

What it does

Reads your portfolio list from Google Sheets, including each company's domain and last week's senior team snapshot.
Looks up each company in Harmonic and pulls its current leadership roster, including C-suite, VPs, Directors, Heads of, and founders.
Compares this week's senior team against last week's snapshot and flags only the genuinely interesting new hires, like a fresh CRO, a new VP of Engineering, or a notable transfer from a big-name company.
Posts a clean Slack digest grouped by portfolio company, with one short line per hire explaining why it matters, then updates the sheet so next Monday's diff starts clean.

What you’ll need

A Harmonic account with API access.
A Google account with edit access to the portfolio tracking sheet.
A Slack workspace and the channel you want the digest posted to.
A Google Sheet with one row per portfolio company, a column for the company domain, and a column for the last-known senior team snapshot.

How to customize it

Change the schedule, for example to Friday afternoons or twice a month, by adjusting the trigger time.
Tweak what counts as a senior hire by editing the leadership titles the agent looks for, like adding Principal or Staff to the list.
Pick a different Slack channel, send a DM to a partner instead, or route different portfolio segments to different channels.
Adjust what the agent considers signal versus noise, like requiring a notable previous employer or filtering out internal promotions.

Use cases

Research & Monitoring
Daily Digests
Notifications & Alerts

Weekly Slack digest of new senior hires at portfolio companies

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