Overview#
Staying informed about recent fundraising and acquisition activities of companies can be crucial for business development and competitive intelligence. However, for a large Total Addressable Market (TAM), it is hard to systematically use publicly available information to keep this record up to date.
This guide demonstrates how to set up a workflow in Cargo to systematically scrape the web for news related to a company's fundraising activities and map this information into a data model.
All integrations mentioned in this guide require an associated connector to be set up in your Cargo workspace. Some integrations are eligible for use with Cargo credits. See the documentation for instructions on setting up connectors and using Cargo credits.
Get started with scraping transactions news for your TAM in Cargo#
Step 1#
Set up your input variables to the workflow
Inputs used in the workflow are set up in the variables node at the beginning of the workflow. This node is used to define the parameters that will be passed through the rest of workflow as inputs to the rest of the nodes.
To power this workflow, the following variables are needed:
- companyLinkedInURL: The LinkedIn URL of the company which is being tracked
- companyName: The name of the company
- personLinkedInURL: The LinkedIn URL of the person who is the CRM owner of the company
Step 2#
Enrich company details
Use the Waterfall.io (or equivalent) node to enrich the company details for search. This step gathers all necessary information about the company to perform a relevant search for news articles.
Step 3#
Search the web for related transaction news
Scan the web for news articles related to the company using the Serper node. Serper queries can be configured with booleans to look for specific keywords such as "fundraising" or "acquisition" to find relevant news.
Step 4#
Analyze news for relevance
Analyze the news articles fetched by Serper using the OpenAI node. The AI can read through loosely structured information found on webpages to determine the relevance of each article based on whether it mentions recent fundraising or acquisition activities.
Use pre-built JavaScript methods to format this information into an object that can be pushed back elsewhere.
Step 5#
Upsert transaction information
Push back the gathered information into your CRM or Cargo data model. You may also want to add a timestamp field, which can allow you to trigger this workflow at fixed time intervals.
This workflow can be used to keep your TAM updated with the most relevant fundraising news.
