Deal Approvals
Streamlining deal approvals from Airtable to Slack
Formatting deal data for approval is a nightmare—numbers spread across systems, context scattered across messages, and no way to keep discussions in one place. This automation pulls everything together, formats the financials, and posts one complete summary to Slack tied back to Airtable. Updates sync automatically so nothing falls out of sync.
Skills
Software
The Challenge
Deal approvals required manual formatting of financial data, hunting down the right people to include, and managing Slack threads across multiple messages. The process slowed down deal flow and made it hard to keep conversations organized.
The Solution
Built an automation that pulls deal data from Airtable, formats all the financials, looks up the right admin and account manager, and posts a complete summary to Slack. It keeps updates threaded to the original message by storing the timestamp back in Airtable, and a separate webhook catches deal term changes to post those updates automatically.
