Workflows
Early accessAct on a signal the moment it lands.
Set the rules once. When the investors you care about move, Yellowtail updates your lists, tells the right person and starts the follow-up, while the signal is still fresh.
- RanWhenA fund in your space closes
Climate hardware · Pre-seed to Series A · UK & Nordics
- RanIfReadiness is Deploying
and the firm is not already on a list
- RanThenAdd to “Watch”
with the filing as the source
- RanThenPost in #fundraising
to the founder and the chief of staff
When this happens, if that's true, do these things.
When
- A new signal matches a saved search
- An investor on your list posts about your sector
- A fund in your space closes
- A partner joins or leaves a target firm
- A fit score crosses a threshold
- Your round moves to a new stage
- Every Monday at 8:00
If
- Investor is on a list
- Fit score is above a number
- Readiness is Deploying
- Region, stage or cheque size
- No contact in the last N days
- Signal direction is ↑ or ↓
Then
- Add to a list
- Move to a pipeline stage
- Notify in Slack or email
- Create a task for a teammate
- Start an outreach sequence
- Push to your CRM or a webhook
- Send a digest
Start from a template. Change anything.
New fund in your sector
A fund focused on your stage and sector closes → add it to “Watch” and post in #fundraising
Slack
They're talking about you
An investor on your shortlist posts about your sector → alert the founder with the post and a suggested opener
EmailSlack
Partner on the move
A partner joins a firm on your list → re-score the firm and flag the new person as the best contact
Warm enough to call
A fit score rises above 80 and a strong path exists → move to “Warming” and draft the intro ask
Email
Round goes live
Round stage changes to Pitching → start the follow-up sequence for everyone in “Warming”
Email
Monday briefing
Every Monday 08:00 → email and Slack a ranked summary of last week's changes on your lists
EmailSlack
SEQUENCES
Your round has stages. So do your follow-ups.
- JLJonas LindqvistFjordline CapitalIntro path found
- MCMaya ChenNorthwind CapitalAmara can introduce
- LBLeo BrandtArclight FundMet at a pitch night
- TOTom OkaforHelios VenturesFirst call done
- PRPriya RamanSaltmarsh PartnersTerms with counsel
- Nothing here yet
A raise moves through preparing, warming, pitching, negotiating and closed. Each investor moves through their own stages too. Change the round's stage, and Yellowtail starts the right sequence for the right people, with sensible defaults you can edit.
- Multi-step emails with delays, sent from your own inbox.
- Pauses automatically when someone replies.
- Every step is visible and editable before it goes out.
{{CONFIRM: sequences sending from Gmail/Outlook, and availability status}}
- Day 0Intro ask to your connectorDraft ready · you press send01
- +3 daysForwardable blurbOnly if the ask was opened02
- +7 daysOne-line nudgeLast step in the sequence03
Pauses automatically when someone replies.
Send it where your team already works.
- SlackComing soon
- HubSpotComing soon
- AttioComing soon
- AffinityComing soon
- NotionComing soon
- Google SheetsComing soon
- Webhooks
- ZapierComing soon
{{CONFIRM: integration statuses, and the CRM list for native push}}
Automation you can trust.
Nothing sends by surprise
Outreach steps can require approval, and every run is logged.
Rate limits built in
Workflows can't email the same investor twice in a set window.
See every run
A history of what triggered, what it did and why.
FAQ
Do I need to be technical?
No. Pick a trigger, add conditions and actions from menus, or start from a template.
Can workflows push to our CRM?
Yes, via native integrations where available or webhooks. {{CONFIRM list}}
Do workflow runs cost extra?
Every plan includes a monthly allowance of workflow runs. Heavy use draws on credits. See pricing
Can a workflow message investors automatically?
Only if you set it up that way. Approval steps are on by default for anything that sends.
Never miss the week they're looking.
Vetted founders only · We reply within 48h