Process a deal-related email and route it into the pipeline with Airtable drafts. Use when user asks to "process this email", "intake this deal", or "check recent deal emails".
Process a deal-related email and route it into Canary's pipeline. The user will either forward an email, paste email content, or point to a specific Gmail thread. Input: $ARGUMENTS
If the user provided:
Note: Deals arrive through multiple channels - email, Slack DMs, WhatsApp forwards, event intros. This workflow handles all of them. The source channel should be captured in the Source context field.
Determine the email type:
Tell the user: "This looks like a [type]. Here's what I'd do with it: [routing plan]. Want me to proceed?"
For dealflow emails, extract everything available:
Company info: Company name, one-liner, website/domain, country/region, industry/sector
Founder info: Name(s), role(s), LinkedIn(s), brief bio if mentioned
Round info: Stage, round size, valuation, lead investor, how much they want from Canary
Source: Who sent/forwarded the email, context of the intro
Deck: Any attachments or links to decks (Google Drive, DocSend, etc.)
Missing info: List anything critical that's NOT in the email
Before checking Airtable directly, search the Intelligence Layer for fuzzy matches.
Run these searches IN PARALLEL:
canary_search_all with the company name (limit 10) - find existing records across all typescanary_search_all with each founder name extracted in Step 3 (limit 5) - catch companies where the founder moved or rebrandedThe Intelligence Layer uses semantic/vector search, which catches:
From the results:
Display matches before proceeding:
Intelligence Layer check:
- Company "[name]": [MATCH / POSSIBLE MATCH / NO MATCH] → [record details if matched]
- Founder "[name]": [MATCH / POSSIBLE MATCH / NO MATCH] → [record details if matched]
Optimization: If the Intelligence Layer in Step 3.5 already found a high-confidence match with an Airtable record ID, fetch that record directly. If no IL match was found, proceed with the broad Airtable searches below.
Search Airtable before creating anything:
If found, show the existing record and ask whether to add a note vs. create new.
Show the user a draft of the Dealflow record with all extracted fields. Ask for confirmation before creating.
Create in Dealflow table (appdrpz0In7mHJuF5, tblK3abtZad4JYU1K). Key field IDs:
For singleSelect fields, verify valid options before writing.
/deck-extract next