Venture fund, India · 2025
Quorum
I connected four meeting recorders to the fund's ClickUp workflow so diligence memos appear when an analyst moves a deal forward.
A venture fund had transcripts for every founder call, but analysts still wrote investment memos later from memory.
The recordings were spread across four notetaking services. A useful solution had to collect them, map them to the correct company, cover the fund's diligence questions, and appear inside the ClickUp deal the analyst already used.
Quorum
The story is on the left. The decisions behind it are below.
The decisions that made it work
Pull from all four notetakers
Fireflies, Read.ai, Fathom and Granola, normalised into one transcript shape and mapped to the right startup in the portfolio.
Write into the tool they already use
The memo lands in ClickUp, in the deal they are already looking at. Nobody has to open a new product to get value.
The fourth trigger was the only one that worked
A nightly cron produced memos nobody asked for. Contextual toggles were forgotten. An explicit checkbox was ignored. What finally worked was a ClickUp stage change with a ten minute delay: the analyst moves the deal card, which they were doing anyway, and the memo is waiting when they come back. In AI workflow tools the model is the cheap part. Where the automation attaches to existing behaviour is the whole product.
near 100%
adoption after trigger four
4
notetakers wired in
42
diligence questions covered