Sales & outboundworkflow

Telegram bot as universal deal intake (five input types, one conversation)

"Forward this to me, I'll look next week" loses deals. Forward to bot; researched task lands in the tracker in 90 seconds.

TierBMedium — Solid coverage with concrete examples
EffortL · Quarter
ForInvestor / fund partner · BD lead at any team pitched 20+ ways

What

One Telegram DM bot accepts an X URL, raw text pitch, meeting transcript URL, deck PDF attachment, signature-envelope link, or deck-share URL (DocSend, Pitch, Notion, Gamma, Figma, Canva). It detects type, runs the matching ingestor, classifies content availability, runs deep research, pushes a fully-populated task into the team's tracker, and DMs the task link back. Forwarded decks record the scout's handle so attribution is preserved.

Why it matters

Replaces "forward this to me, I'll look at it next week" with "forward to bot, get a researched task link in ~90 seconds". Deals stop getting lost to inbox triage.

End-to-end

  1. Create a bot via BotFather; set TELEGRAM_BOT_TOKEN. Only one process should long-poll.
  2. URL detection by host substring (x.com, granola.ai, docusign, deck-share hosts).
  3. PDF detection by mime + filename suffix.
  4. Each type routes to ingestors/<type>.py:ingest() returning a DealContext (founder, company, signal_text, attachments).
  5. L1 content-availability gate: if signal_text < 200 chars and no attachment, ask the user for more info and set status awaiting_user_input. On the next message, merge old + new context.
  6. L3 research (Opus + WebSearch + Bash) emits a structured memo.
  7. Create the tracker task (two-step if your tracker has templates — see #10).
  8. DM the task URL back to the sender; record scout attribution on forwarded inputs.

Gotchas

  • Privacy-hidden Telegram forwards strip the original sender — fall back to a "who forwarded this?" follow-up question instead of silently losing attribution.

Variations

  • Family-office variant. Same architecture, applied to a family office's CRM intake. Operator drops in: voice memos from meetings, screenshots of chat pitches, forwarded emails, scanned business cards, photographs of slides. Bot normalises into one deal record per surface. The variant ships with a daily 12-agent news scan attached (see [new-N13-07]) so each new deal-card is enriched with same-day news hooks for the relationship manager.

Tools

  • Python httpx, Telegram Bot API token, Claude CLI, tracker API token
  • Optional: Browserbase for headless deck-share unwrapping, founder-enrichment API (e.g., Harmonic)