deal.bot
Overview
This is the opportunity creation counterpart to bouncer.bot. It relies on an
explicit company domain being provided. If either company domain or founder is
not yet registered, they get created. Existing opportunities with a company are
checked to avoid clutter. If an active one already exists, creation is aborted
and the sender is informed.
Access
Trigger
Send an email to deal.bot@hvcapital.com
The workflow
Deal bot workflow on the self-hosted n8n instance
Credentials
| name | place | type |
|---|---|---|
| OpenAIAPIKeyMilos.AlecGenerated | n8n | OpenAI credentials |
| affinity.bot BearerAuth | n8n | Bearer Auth |
| affinity.bot BasicAuth | n8n | Basic Auth |
Technical owner
This is who is emailed in the case of runtime failures.
Common Tasks
N/A
Troubleshooting
The only recent failure has been due to n8n itself failing after an update. Otherwise there have been no silent failures, and the email reply handling is sufficiently explicit that users can usually navigate Affinity themselves.