Monthly review of Keep on Radar deals with company research updates. Sends digest to deal owners and handles actions (pass, keep, add note) via email reply or WhatsApp.
Monthly review of all HubSpot deals in the "Keep on Radar" stage. Researches what's new with each company using web search and AI analysis, sends a digest email and WhatsApp summary to each deal owner, and handles their replies to take action.
WhatsApp triggers (from team members):
Automated (via cron):
Run the monthly review. For each deal in Keep on Radar:
keep-on-radar review
Poll Gmail for replies to the monthly digest emails. Parses actions using AI and executes them (move to pass, add note, keep watching).
keep-on-radar check-replies
List all deals currently in Keep on Radar, grouped by owner.
keep-on-radar status
Move a specific deal to the Pass (Closed Lost) stage with an optional reason.
keep-on-radar pass <deal_id> "<reason>"
WhatsApp integration: When a team member says "pass on [company]" via WhatsApp:
keep-on-radar pass <deal_id> "<reason>"default)1138024523closedlost# Monthly review on 15th at 10am UTC
0 10 15 * * source ~/.env && ~/.openclaw/skills/keep-on-radar/keep-on-radar review >> /var/log/keep-on-radar.log 2>&1
# Check email replies every 2 hours
0 */2 * * * source ~/.env && ~/.openclaw/skills/keep-on-radar/keep-on-radar check-replies >> /var/log/keep-on-radar.log 2>&1
Uses shared config.yaml and .env — no additional configuration needed.
Required environment variables:
MATON_API_KEY — HubSpot API access via Maton gatewayANTHROPIC_API_KEY — Claude AI for research synthesis and reply parsingBRAVE_SEARCH_API_KEY — Web search for company/founder updatesGOG_KEYRING_PASSWORD — Gmail access for sending digests and polling replies