Use-Case · intermediate · Draft

Automate Dealflow

Stop losing deals in your inbox. Capture inbound and sourced opportunities once, structure them automatically, and keep the whole funnel queryable — so nothing falls through and your partners see a clean pipeline.

The problem, in one breath

A deal shows up — a forwarded email, a warm intro, a deck dropped in Slack, a note you scribbled after a call. Multiply that by everything you see in a week, and the front of your funnel becomes an unsearchable pile. The good ones get a reply; the rest evaporate. You are the integration layer between "an opportunity arrived" and "it's in the pipeline," and that's exactly the job an agent should take off your plate.

The maturity ladder

You don't have to jump to a fully autonomous agent. Most firms climb this in order:

Each rung is useful on its own. Pick the one that matches your appetite and your stack — and ratchet up when the lower rung starts feeling like the bottleneck.

Guides for this use-case

These how-tos tackle automate-dealflow with a specific tool. (This list is derived from each guide's use_cases: relation — see the spec.)

Tools that show up here

Where this came from

This is the Dojo's most-named ask — straight from the launch survey ("automating the horrible parts of being an emerging manager," "end-to-end automations across sourcing, screening, follow-ups"). It's use-case #1 for a reason.