keep-on-radar

name	keep-on-radar
description	Monthly review of Keep on Radar deals with company research updates. Sends digest to deal owners and handles actions (pass, keep, add note) via email reply or WhatsApp.
version	1.0.0
author	GroundUp VC
actions	["review","check-replies","status","pass"]

Keep on Radar

Monthly review of all HubSpot deals in the "Keep on Radar" stage. Researches what's new with each company using web search and AI analysis, sends a digest email and WhatsApp summary to each deal owner, and handles their replies to take action.

When to Use This Skill

WhatsApp triggers (from team members):

• "pass on [company name]" or "pass [company name]" or "drop [company]"
• "what's on my radar?" or "radar status" or "show my radar deals"
• "keep watching [company name]" or "keep [company name]"
• "add note to [company name]: ..." or "note on [company]: ..."

Automated (via cron):

• Monthly review runs on the 15th of each month
• Email reply polling runs every 2 hours

Actions

review

Run the monthly review. For each deal in Keep on Radar:

1. Fetch associated company from HubSpot
2. Research what's new (Brave Search + Claude analysis)
3. Send digest email grouped by deal owner
4. Send WhatsApp summary to each owner

keep-on-radar review

check-replies

Poll Gmail for replies to the monthly digest emails. Parses actions using AI and executes them (move to pass, add note, keep watching).

keep-on-radar check-replies

status

List all deals currently in Keep on Radar, grouped by owner.

keep-on-radar status

pass

Move a specific deal to the Pass (Closed Lost) stage with an optional reason.

keep-on-radar pass <deal_id> "<reason>"

WhatsApp integration: When a team member says "pass on [company]" via WhatsApp:

1. Look up the deal by company name in the Keep on Radar stage
2. Confirm with the user: "Move [company] to Pass? (yes/no)"
3. On confirmation, run: keep-on-radar pass <deal_id> "<reason>"
4. Confirm completion via WhatsApp

HubSpot Details

• Pipeline: VC Deal Flow (default)
• Keep on Radar stage: 1138024523
• Pass stage: closedlost

Cron Schedule

# Monthly review on 15th at 10am UTC
0 10 15 * * source ~/.env && ~/.openclaw/skills/keep-on-radar/keep-on-radar review >> /var/log/keep-on-radar.log 2>&1

# Check email replies every 2 hours
0 */2 * * * source ~/.env && ~/.openclaw/skills/keep-on-radar/keep-on-radar check-replies >> /var/log/keep-on-radar.log 2>&1

Configuration

Uses shared config.yaml and .env — no additional configuration needed.

Required environment variables:

• MATON_API_KEY — HubSpot API access via Maton gateway
• ANTHROPIC_API_KEY — Claude AI for research synthesis and reply parsing
• BRAVE_SEARCH_API_KEY — Web search for company/founder updates
• GOG_KEYRING_PASSWORD — Gmail access for sending digests and polling replies