Full pipeline: identifies the company, collects data, creates/updates the Salesforce Account, then processes funding rounds and investors.
Submission created! Starting pipeline...
Submission created! View Run
Full pipeline: identifies the company, collects data, creates/updates the Salesforce Account, then processes funding rounds and investors.
Submission created! Starting pipeline...
Submission created! View Run
Funding shortcut: for companies already in Salesforce. Skips company data collection and goes straight to funding round creation and investor processing.
Submitted! Starting funding pipeline...
Submitted! View Run
SoS_Include_in_Analysis__c off and appends a pivot note.
Reasoning:
| Field | Current | Proposed (click to edit) | |
|---|---|---|---|
| โ | { const el = $event.target.parentElement.querySelector('input'); if (el) { el.focus(); el.select(); } })"> โ edited โ |
| Field | Proposed (click to edit) |
|---|---|
| โ |
()
()
for ()
{ const el = $event.target.parentElement.querySelector('input'); if (el) { el.focus(); el.select(); } })">
โ edited
โ
|
Source article didn't announce a funding event. Step 3 will search Crunchbase + web for known rounds.
SoS_Include_in_Analysis__c off and appends a pivot note.
Reasoning:
Fully Manual โ every Salesforce change requires your approval on the Changes page before it lands.
Step 1 Auto, Steps 2+ Manual โ Step 1 identifies companies automatically. Steps 2, 3, and 4 all require your approval. Mark-closed / mark-pivoted always require approval.
Step 1 Auto, Step 2 Manual, Steps 3+ Auto โ Step 1 runs automatically, Step 2 pauses for your review (one gate per company), and once you approve, Steps 3 and 4 cascade through automatically. Mark-closed / mark-pivoted always require approval.
Full Autonomy (Dangerous!) โ all pipeline steps write to Salesforce automatically with no review. Mark-closed / mark-pivoted still require approval.
| Field | Current (Salesforce) | Proposed |
|---|---|---|
No approvals to show.
Every change SoS made to Salesforce. Use this to review and undo mistakes.
No changes to show.
| Field | Before | After (SoS wrote) |
|---|---|---|
Create and manage the category definitions used by the pipeline for classifying travel startups.
No definitions yet. Add one above to get started.
Choose which AI model to use for each pipeline step.
| Step | Provider | Model | |
|---|---|---|---|
Edit the system prompts/instructions for each pipeline step. Use {{placeholder}} to insert definition content (e.g. {{verticals}}, {{travel_startup_definition}}, {{funding_round_types}}).
| When | Action | Change |
|---|---|---|
No prior edits recorded.
Every URL the system has processed โ automated scans and manual submissions โ
plus recent errors. URL dedup is normalized (strips www., query strings,
trailing slash, protocol case). Use "Forget" on a row to allow re-scanning.
| Scanned | Source | Article | Run | Actions |
|---|---|---|---|---|
| No scanned articles match these filters. | ||||
| โ | โ | |||
Sites to scan for travel-startup funding news. If no RSS feed, the scanner scrapes article links from the base URL.
Optional "Article selector" lets you pin down where article teasers live on the page (CSS selector, e.g. .news-list article).
Interval hrs: minimum hours between automatic scans. Blank = every time the cron fires (once per day by default). Examples: 6 = every 6 hours, 168 = weekly. "Scan Now" button always bypasses the interval.