Deal Activities

Overview

Deal activities let you keep a chronological log of notes and to-do tasks on each deal. Use them to track your research progress, record key observations, and set reminders for follow-ups.

Activity Types

Type	Purpose
Note	Record observations, research notes, or key events
Task	Create to-do reminders with optional due dates

Adding an Activity

1. Open a deal from the Deals page
2. Scroll to the Activities section
3. Choose Note or Task
4. Enter your content
5. For tasks, optionally set a due date
6. Click Add

Activities appear in reverse chronological order (newest first).

Managing Tasks

Tasks can be marked as complete or incomplete at any time. Completed tasks show a timestamp for when they were finished.

• Click the checkbox to mark a task complete
• Click again to reopen it
• Edit the content or due date inline

Editing and Deleting

• Click the edit icon on any activity to update its content or due date
• Click the delete icon to permanently remove an activity

Programmatic Access

Deal activities are fully supported via the REST API. You can list, create, update, and delete activities programmatically.

# List activities for a deal
curl -s -H "x-api-key: sa_your_key" \
  "https://kc9zu8cyjf.execute-api.us-east-1.amazonaws.com/v1/deals/deal-123/activities" | jq

# Add a task with a due date
curl -s -X POST \
  -H "x-api-key: sa_your_key" \
  -H "Content-Type: application/json" \
  -d '{"type": "task", "content": "Review Q4 earnings", "dueDate": "2026-03-15"}' \
  "https://kc9zu8cyjf.execute-api.us-east-1.amazonaws.com/v1/deals/deal-123/activities" | jq