Sales & outboundworkflow
Headless deck unwrapping (DocSend / Pitch / Notion → PDF → summary)
20 decks a week need analyst review. Forward the share link; structured JSON summary in the tracker in 60 seconds.
What
Takes a deck-share URL (DocSend, Pitch, Gamma, Notion, Figma, Canva) with optional password, completes the auth gate using a residential-proxy headless browser, sniffs the internal GraphQL response for the direct /d/<id> href, hands that to a third-party PDF converter, OCRs any image-only pages with Tesseract, then asks Haiku for a structured JSON summary (company, founder, one-liner, vertical, stage, traction, team, links).
Why it matters
20+ decks per week get summarised with zero analyst time. Founder forwards a DocSend link → 60 seconds later the summary appears in the team's tracker.
End-to-end
- Provision a Browserbase account; install Playwright + Chromium.
- Detect URL shape:
/view/s/<space>needs the browser step;/view/<id>can skip straight to the converter. - For space URLs: open in Browserbase, fill the email gate, listen for
presentation/graphqlresponses, walk JSON for anhrefcontaining/d/. - Send the resolved href + viewer email + passcode to
docsend2pdf.com/api/convert. - Save PDF to
data/decks/<deal_uuid>/deck.pdf. - Extract text with pypdf. If under ~200 chars, fall back to
pdf2image + pytesseractOCR at 180 DPI. - Run a Haiku summarisation prompt; emit structured JSON; attach to the deal record.
Gotchas
- DocSend's WAF actively blocks AWS / GCP / Azure IP ranges. Running the browser step from a normal cloud worker will fail silently — residential proxies are mandatory for that one step.
Tools
- Browserbase (paid; residential proxies)
- Playwright + Chromium, pypdf, pdf2image, Tesseract
- docsend2pdf.com (free tier exists)
- Haiku (cheap summarisation tier)
← All casesB-008