Coffee Chat Tracker

Investment Banking Recruiting

Log Coffee Chat

Basic info
Pipeline stage
Background
Chat notes
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Click to rate
Identifiers
Military veteran
First-gen college
International background
Diversity recruiting
Referral offered
Follow-up needed
Contact

Sync to Google Sheets

Every save and delete will automatically push all your chats to a Google Sheet as a backup. One-time setup takes about 2 minutes.

1
Create a new Google Sheet

Go to sheets.new and name it something like "IB Coffee Chats".

2
Open Apps Script

In your Sheet, click Extensions → Apps Script. Delete any placeholder code already there.

3
Paste this script and save
4
Deploy as Web App

Click Deploy → New deployment. Set type to Web app, "Execute as" to Me, and "Who has access" to Anyone. Click Deploy, authorize when prompted, then copy the Web App URL.

5
Paste your Web App URL below

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Add Recruiter

Basic info
Contact
Notes