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Weekly Digest
AI-powered weekly M&A industry reports for portfolio companies. Pulls company data from HubSpot, researches industry news via Perplexity, and delivers a formatted email digest.
System Architecture
+--------------+ +--------------+ +--------------+
| HubSpot | | Perplexity | | SMTP |
| CRM | | AI | | Server |
+------+-------+ +------+-------+ +------+-------+
| | |
v v v
+----------------------------------------------------+
| WEEKLY DIGEST |
| |
| 1. Fetch Companies --> 2. Group by Industry |
| | | |
| v v |
| 3. Research News --> 4. Generate Report |
| | | |
| v v |
| 5. Filter Empty --> 6. Send Email |
+----------------------------------------------------+
SCHEDULE: Weekly (manual trigger)
DEPLOY: Render
Data Flow
+------------------+
| HubSpot |
| Company List |
+--------+---------+
|
v
+------------------+ +------------------------------+
| Group by | | INDUSTRIES |
| Industry ---|---+| +-- Manufacturing (12) |
+------------------+ | +-- Distribution (8) |
| +-- Healthcare (5) |
| +-- Technology (3) |
+--------------+---------------+
|
+-----------+-----------+
| For Each Industry |
+-----------+-----------+
|
v
+------------------------------+
| PERPLEXITY QUERY |
| |
| "Find recent M&A news in |
| {industry} with focus on |
| lower middle market and |
| PE-backed companies. |
| |
| Also check for news on: |
| {company_1}, {company_2}" |
+--------------+---------------+
|
v
+------------------------------+
| MARKDOWN REPORT |
| |
| ## Industry News |
| - [Deal Title] - Source |
| * Brief summary |
| |
| ## Company-Specific News |
| - [News Title] - Source |
| * Summary mentioning co. |
+--------------+---------------+
|
v
+------------------------------+
| EMAIL DELIVERY |
| |
| To: Deal team dist. list |
| Subject: Weekly M&A Digest |
| Body: HTML-formatted report |
+------------------------------+
Process Steps
01
Fetch Company Data
Query HubSpot API for all companies in the portfolio tracking list. Extract company name, industry classification, and any relevant metadata.
02
Group by Industry
Organize companies into industry buckets. Skip "Unknown" industries. This determines how many Perplexity queries will be made.
03
Research M&A News
For each industry, query Perplexity with sonar-pro-online model. Request both general industry M&A activity and news specific to tracked companies. Rate limited with 3-second delays.
04
Generate Report
Compile responses into structured markdown. Each industry section includes tracked companies and any relevant news found. Filter out sections with no news to keep the report focused.
05
Deliver via Email
Convert markdown to HTML and send via SMTP. Distribution list configured via environment variables. Report also saved locally as industry_report.md.
Output Format
+--------------------------------------------------+
| WEEKLY M&A INDUSTRY DIGEST |
+--------------------------------------------------+
| |
| ## Manufacturing |
| Companies: Acme Corp, Beta Industries, ... |
| |
| ### Recent News |
| |
| ## Industry News |
| - PE Firm Acquires Midwest Mfg - PE Hub 12/28 |
| * $150M deal for components maker |
| |
| ## Company-Specific News |
| - Acme Corp Expansion - Trade Pub 12/26 |
| * New facility, +40% production capacity |
| |
| ---------------------------------------------- |
| |
| ## Distribution |
| Companies: Delta Logistics, Echo Supply, ... |
| ... |
| |
+--------------------------------------------------+
Stack
Python
HubSpot API
Perplexity API
SMTP
Markdown
Render
Weekly manual trigger or scheduled cron