1.Captures message body and timestamp
Integrate Slack and messaging tools to map message body and timestamp into source text and source time for tracking inputs.
Create deal tracker rows from channel deal posts
Automatically monitor new Slack messages in private channels across Slack, AI by Zapier, Formatter by Zapier, and Microsoft Excel. Automatically create and update deal tracker rows when deal announcements land, deal details extract, or dates formatβso you can protect deal context, scale reporting, and brief stakeholders without manual spreadsheet entry.
How this automation creates structured deal tracker rows
When new deal announcements sit in private channels, context stays fragmented and tracker updates get delayed. This automation captures channel message details, parses deal fields, formats dates, and adds rows to Microsoft Excelβso your team can keep deal records consistent.
Slackor swap with your favorite app
2.Parses deal details into fields
Integrate AI by Zapier and extraction logic to parse the source text and extract company name, funding, round, investors, and valuation.
AI by Zapieror swap with your favorite app
3.Formats announced date for the tracker
Integrate Formatter by Zapier and date handling to format the AI announced date or source timestamp into a tracker-ready date.
Formatter by Zapieror swap with your favorite app
4.Adds a workbook row for the deal
Integrate Microsoft Excel and spreadsheet tools to add a new tracker row with mapped fields and raw source notes.
Microsoft Excelor swap with your favorite app
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Explore all deal tracking automations
Accelerate deal progress with automated stage updates, activity logging, and follow-up alerts
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
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