Track Executive Interviews → Create Investment Thesis → Share with Team

Set up RSS feeds in Feedly to track financial news sites, court filings, earnings call transcripts, and interview publications. Create specific folders for different executives or companies of interest. Configure alerts for high-priority sources.

Process interview transcripts and articles through Claude to identify strategic direction changes, financial implications, competitive positioning, risk factors, and forward-looking statements. Generate structured investment thesis updates with supporting evidence and confidence levels.

Create an Airtable base to track executive communications with fields for company, executive, date, source, key insights, investment implications, and follow-up actions. Use Airtable's automation features to categorize insights and create linked records for portfolio tracking.

Set up Zapier automation to send new high-priority investment insights via email or Slack when added to Airtable. Create different distribution lists based on portfolio focus areas and set up weekly digest emails with trending insights and emerging patterns.