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List Selection & Field Assignment
HLP List Assignment
BTN Launch Setup Wizard
Reference
Name
Required Entity Type
Base Table in Doc
Affinity Account Name
Available lists in Account
Select Affinity List
List's Affinity ID
List Fields (columns)
Column
BTN Refresh List Fields & List Entries
List Entries (rows)
Rows to Add
Rows to Remove
CHK Rows Out of Sync
BTN Sync List Entries to Base Table
CacheBust List Entries + Fields
BTN Save Field Assignment
CacheBust AllLists
Automatic List Sync
BTN Refresh All Lists
MODAL: Separator
BTN f Fetch/Update Fields
CHK All fields assigned
BTN Auto-Assign Best guess fields
Filter for Setup Wizard
HLP List Assignment - Required Columns/Fields
Setup List Wizard
List Assign - Deal Flow
list required
Organizations
Deal Flow
Organizations
Deal Flow
Coda Dev Sandbox
Port Co (3xOrganizations)
Deal Flow (6xOrganizations)
Deal Flow (6xOrganizations)
163750
status
owners
amountInvested
dealDate
ceo
estInvestment
investmentRound
passReason
priority
status
owners
amountInvested
dealDate
ceo
estInvestment
investmentRound
passReason
priority
Refresh Fields + List Entries
Supersynchronous
Blossom
Switchboard
Softr
Whalesync
Xano
Supersynchronous
[ ]
Sync List Entries to Base Table
51
Save Changes
11
Hourly
Refresh Lists
Refresh Fields
9 Fields in List
ⓘ
Auto-Assign Fields
dealflow
Deal Flow Field → Status
Deal Flow Field → Amount Invested
Deal Flow Field → Investment Round
Deal Flow Field → Pass Reason
Deal Flow Field → Priority
Deal Flow Field → Deal Date
Deal Flow Field → Est Investment
Deal Flow Field → CEO
Deal Flow Field → Owners
Setup List Wizard
List Assign - Port Co Updates
list required
Organizations
Port Co Updates
Organizations
Port Co Updates
Coda Dev Sandbox
Port Co (5xOrganizations)
Deal Flow (5xOrganizations)
Port Co (5xOrganizations)
165569
status
owners
amountInvested
investmentRound
priority
ceo
dealDate
pitchDeck
status
owners
amountInvested
investmentRound
priority
ceo
dealDate
pitchDeck
Refresh Fields + List Entries
Canva
Airtable
ClickUp
Affinity
Coda
[ ]
[ ]
Sync List Entries to Base Table
15
Save Changes
8
Daily
Refresh Lists
Refresh Fields
8 Fields in List
ⓘ
Auto-Assign Fields
portco
Port Co Updates Field → Status
Port Co Updates Field → Amount Invested
Port Co Updates Field → Investment Round
Port Co Updates Field → Pitch Deck
Port Co Updates Field → Priority
Port Co Updates Field → Deal Date
Port Co Updates Field → CEO
Port Co Updates Field → Owners
There are no rows in this table
HLP: DB Deal Flow
List Entry ID
Field Values
Company
FVV (LIVE) List of Chip Values
FVV (CACHE) List of Chip Values
FVV List of Fetch Values
FVV List of Field Values IDs
FVV List of Field IDs
FVV List of Column Values
FVV List of Row Actions
DateTime Chip Refreshed
DateTime Chip Info Cached
Affinity Sync
BTN Actions
Sync State
Status
Amount Invested
Investment Round
Pass Reason
Priority
Deal Date
Est Investment
CEO
Owners
CacheBust
CacheBust Int
CacheBust Create/Update Response
DateTime Create/Update Request
CHK Chip info cached
BTN Cache Chip Info
BTN Refresh Chip (cachebust)
119038183
CEO
Owners
Amount Invested
Est Investment
Status
Deal Date
Investment Round
Priority
Blossom
705005325000Seed70500422022-11-0225000109327684109327229
705005325000Seed70500422022-11-0225000109327684109327229
7050053
250004821991483
7050042
11/2/20222500010932768410932722948219907774822165369482199148348219926694821999555482216537548219937874821990778
320252832025303202531320253332025323215395322942332154123202529
705005325000Seed70500422022-11-0225000109327684109327229End. Don't Remove
okokokokokokokokok
10/31/2022, 23:53:22
11/10/2022, 08:09:47
Up to date
Up to date
Up to date
7050053
25000
7050035
7050042
2022-11-02
25000
Aaron Veale
Brian Sowards
3876422021
19
3876422002
2022-10-31, 23:53:22
Cache Chip Info
Refresh
119038179
Pass Reason
Amount Invested
CEO
Deal Date
Est Investment
Owners
Investment Round
Priority
Status
Softr
705005150000Series AOut of scope70500422022-10-1025,000130740523109327205
705005150000Series AOut of scope70500422022-10-1025,000130740523109327205
7050051
500004821991407
4821993158
7050042
10/10/202225,000130740523109327205482198852048219923564821991407482199315848219927864821999512482200026948219989774821988521
320252832025303202531320253332025323215395322942332154123202529
705005150000Series AOut of scope70500422022-10-1025000130740523109327205End. Don't Remove
okokokokokokokokok
10/31/2022, 23:53:22
11/10/2022, 08:09:47
Up to date
Up to date
Up to date
7050051
50000
Series A
4821993158
7050042
2022-10-10
25000
Mariam Hakobyan
Jono Bouwmeester
3876422027
25
3876422002
2022-10-31, 23:53:22
Cache Chip Info
Refresh
119038176
CEO
Owners
Investment Round
Amount Invested
Deal Date
Est Investment
Status
Priority
Whalesync
705005125000Seed70500412022-10-1725,000109327495109327229
705005125000Seed70500412022-10-1725,000109327495109327229
7050051
250004821991351
7050041
10/17/202225,00010932749510932722948219870534821992426482199135148219928654821999534482200029948219942744821987054
320252832025303202531320253332025323215395322942332154123202529
705005125000Seed70500412022-10-1725000109327495109327229End. Don't Remove
okokokokokokokokok
10/31/2022, 23:53:22
11/10/2022, 08:09:47
Up to date
Up to date
Up to date
7050051
25000
7050035
7050041
2022-10-17
25000
Matthew Busel
Brian Sowards
3876422010
8
3876422002
2022-10-31, 23:53:22
Cache Chip Info
Refresh
117971920
Priority
Est Investment
Owners
Deal Date
Amount Invested
CEO
Status
Investment Round
Xano
705005335000Series B70500412022-12-0525,000117445469109327205
705005335000Series B70500412022-12-0525,000117445469109327205
7050053
350004770610090
7050041
12/5/202225,00011744546910932720547706032474770614085477061009048053419294789886394482200031947930601054770603248
320252832025303202531320253332025323215395322942332154123202529
705005335000Series B70500412022-12-0525000117445469109327205End. Don't Remove
okokokokokokokokok
10/31/2022, 23:53:22
11/10/2022, 08:09:47
Up to date
Up to date
Up to date
7050053
35000
Series B
7050041
2022-12-05
25000
Prakash Chandran
Jono Bouwmeester
3876422024
22
3876422002
2022-10-31, 23:53:22
Cache Chip Info
Refresh
119038181
CEO
Deal Date
Owners
Amount Invested
Est Investment
Investment Round
Priority
Status
Switchboard
705004915000Series A70500432022-10-0325,000109327491109327229
705004915000Series A70500432022-10-0325,000109327491109327229
7050049
150004821991452
7050043
10/3/202225,00010932749110932722948219903534821992254482199145248219927324821999455482200024748219940254821990355
320252832025303202531320253332025323215395322942332154123202529
705004915000Series A70500432022-10-0325000109327491109327229End. Don't Remove
okokokokokokokokok
11/3/2022, 14:09:50
11/10/2022, 08:09:47
Up to date
Up to date
Up to date
7050049
15000
Series A
7050043
2022-10-03
25000
Philip Lakin
Brian Sowards
3876646198
8
3876646190
2022-11-03, 14:09:50
Cache Chip Info
Refresh
There are no rows in this table
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