CB Insights integration with Microsoft Excel
How to Create Microsoft Excel rows for new organization data in CB Insights
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create Microsoft Excel rows for new organization data in CB Insights" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate CB Insights integrations
CB Insights actions
Nekton can use any feature that is available in CB Insights API.
Using our advanced AI, you can easily create custom automations for CB Insights.
Here are some typical actions you can do in your automated workflows.
Search for an Organization
Search for an organization by name or URL.
Search for Deals
Search for deals by organization id.
Get Business Relationships
Triggers when CB Insights logs a new vendor, client, or partner for a given organization.
Get Organizations
Triggers when CB Insights logs one or multiple new companies or investors fitting your search criteria.
Get Deals
Triggers when CB Insights logs one or multiple new investments, acquisitions, or divestitures fitting your search.
About CB Insights
The CB Insights market intelligence platform analyzes data points on venture capital, startups, patents, partnerships and tech news.