Generate weekly Seed & Series A scouting reports with PredictLeads and OpenAI
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Yaron Been
Description
Monitor a company watchlist for new Seed and Series A funding rounds and deliver a formatted weekly scouting report via email and Slack.
This workflow reads company domains from a Google Sheets watchlist, checks each one for recent financing events via the PredictLeads Financing Events API, filters for Seed and Series A rounds from the past 7 days, then uses OpenAI to generate a professional weekly scouting report with a summary table and trend analysis. The report is delivered via Gmail and Slack.
How it works:
Weekly schedule trigger runs every Monday.
Reads company domains from the Google Sheets watchlist.
Loops through each company and fetches financing events from PredictLeads.
Filters for Seed and Series A rounds that occurred in the last 7 days.
Aggregates all filtered funding events into a single dataset.
Sends the aggregated data to OpenAI to generate a formatted scouting report.
The report includes a markdown table (Company, Round Type, Amount, Date, Key Investors) and trend analysis.
Sends the full report via Gmail.
Posts a summary notification to Slack.
Setup:
Create a Google Sheet with a "Watchlist" tab containing a column: domain.
Configure the Gmail recipient address in the Send Report Email node (default: [email protected]).
Set up a Slack incoming webhook URL in the Slack Summary node.
Add your OpenAI API key in the Generate Scouting Report HTTP Request node.
Add your PredictLeads API credentials (X-Api-Key and X-Api-Token headers).
Requirements:
Google Sheets OAuth2 credentials.
Gmail OAuth2 credentials.
Slack incoming webhook URL.
OpenAI API account (uses gpt-4o-mini, ~$0.003-0.008 per call).
PredictLeads API account (https://docs.predictleads.com).
Notes:
The 7-day lookback window is configured in the Filter Seed & Series A code node.
Funding categories include "seed", "series_a", and "series a" variations.
If no funding rounds are found, the report states that clearly rather than failing.
PredictLeads Financing Events API docs: https://docs.predictleads.com