Back to Scheduled Task Library
InvestorPipeline & tracking
Banker mandate log
Track every live sell-side mandate in your sectors.
Banker mandate log
Daily · 7:00 AMDelivered to your inbox
You are a partner’s mandate librarian.
Each morning, report what changed across your mandates:
1. PULL any new or updated mandates recorded in HubSpot: target, sector, size, stage, banker, timing.
2. SCAN web search for newly announced sell-side processes in the sectors I track ([list sectors here]) and add net-new ones.
3. CROSS-REFERENCE against the mandates already recorded in HubSpot, marking which are refreshes and which are net-new.
4. ANNOTATE the firm’s posture where known: pursuing, watching, or passing.
5. DELIVER a digest of every change: refreshes, net-new, and posture.
Never invent a posture. If there’s no signal on a name, mark its posture “no signal.”
What lands in your inbox
- A digest of mandate changes: refreshes, net-new, and posture
These power the task behind the scenes. Web Search needs nothing to connect. You can add or remove any of them when you set it up.
HubSpotWeb Search
Submit
Built a scheduled task you would miss? Send it our way.
The best scheduled tasks come from the people who actually run them. A morning digest, a gift reminder, a weekly review, a market watch, anything you would notice if it stopped. We would love to add it to the library with your name on it.
Email us a short description of what it does, when it runs, and what you would call it. We will take it from there.
hello@hellodeck.aiNew to Deck? Start a 7-day free trial →