A fintech-focused venture firm: meeting-notes pipeline, calendar time-tracking, and WhatsApp capture tooling

In one line. For a fintech-focused venture firm, 80x built a Google Calendar time-tracking and meeting-categorization system with Notion reporting on a ~$4k/month retainer, and delivered a WhatsApp capture tool in beta with ~5 VC users.

Client & context

A fintech-focused venture firm engaged 80x for RevOps automation on a ~$4k/month retainer, covering meeting-notes capture, time-tracking, and reporting across the team and portfolio.

The problem

Partners needed to know where their time went and to report it, without each person granting calendar permissions or tagging meetings by hand. Separately, the firm runs team and portfolio communications over WhatsApp Business for international coverage, with no straightforward way to capture or log those conversations into the CRM.

What we built

• A Google Calendar time-tracking system that pulls events automatically and auto-categorizes them as internal, founder, or portfolio meetings, validated against Affinity's active pipeline list, split across "pending categorization" and "categorized" databases.
• Notion personal dashboards with automated weekly/monthly/quarterly/YTD rollup reporting and total-hours formulas.
• A Fireflies-to-destination meeting-notes pipeline (from the original engagement).
• A queryable finance-operations database in Notion with an n8n chatbot on top.
• A WhatsApp capture tool (beta): a desktop app that reads chats and lets the user sync a conversation as a note into Affinity or Attio, supporting text, images, and files.

How we did it

The time tracker pulls calendar data centrally rather than per-user, then categorizes meetings against the founder list and Affinity's live pipeline so the classification reflects the actual portfolio, rolling up in Notion. The WhatsApp tool works around the WhatsApp Business API by replicating the browser session for ordinary users; because the firm holds WhatsApp Business accounts, it can drive the API directly for richer data, voice notes, files, and scheduled Claude processing. Company-level linking, attaching a chat to a company rather than only an individual, for group chats with a portfolio CEO, was confirmed buildable and added to the roadmap.

Outcome

• The WhatsApp capture tool is in beta with ~5 VC users.
• The engagement runs on a ~$4k/month retainer.
• The time-tracking and reporting stack was delivered.

Takeaway: A working time-tracking and reporting stack delivered on retainer, plus a WhatsApp capture tool in beta with ~5 VC users.