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
Run Detail
Status:
Run closed — no qualifying travel startups.
↺ Previous approval was rejected. Re-queue with refined reason?
Closure signals detected
Estimated closed date:
A closed startup stays in the analysis — this only sets its status, so its funding history and its shutdown both remain countable. To take a company out of scope entirely (i.e. it was never a travel startup), use Mark as pivoted or uncheck Include above.
⏳ Queued for approval — pending review on the Changes page before it hits Salesforce.
✓ Approved and written to Salesforce.
↺ Previous approval was rejected. Re-queue with refined reason?
This company is already in Salesforce as a travel startup, but the current page describes a non-travel business. Removing from analysis preserves the record but flips
SoS_Include_in_Analysis__c off and appends a pivot note.
Tip: you can also check Include above to run Step 2–4 anyway (e.g. if you disagree with the pivot detection). Step 2 won't undo the pivot action.
AI Reasoning
Agent Trace — tool calls, s, confidence
Reasoning:
pending approval on this step.
Already-rejected rows will be skipped.
Source article didn't announce a funding event. Step 3 will search Crunchbase + web for known rounds.
Run closed — no qualifying travel startups.
↺ Previous approval was rejected. Re-queue with refined reason?
Closure signals detected
Estimated closed date:
A closed startup stays in the analysis — this only sets its status. Use Acquired and Closed when it wound down and its brand/IP was bought.
⏳ Queued for approval — pending review on the Changes page before it hits Salesforce.
✓ Approved and written to Salesforce.
↺ Previous approval was rejected. Re-queue with refined reason?
This company is already in Salesforce as a travel startup, but the current page describes a non-travel business. Removing from analysis preserves the record but flips
SoS_Include_in_Analysis__c off and appends a pivot note.
AI Reasoning
Agent Trace — tool calls, s, confidence
Reasoning:
Pending Approvals
Fully Manual — every Salesforce change requires your approval on the Changes page before it lands.
Step 1 Auto, Steps 2+ Manual — 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 — 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!) — all pipeline steps write to Salesforce automatically with no review. Mark-closed / mark-pivoted still require approval.
| Field | Current (Salesforce) | Proposed |
|---|---|---|
New Record
No approvals to show.
Claude Review
Candidates staged by a Claude research pass. Decide each one here, then push everything approved in a single batch. Whatever lands is written to the Changes page, where it can be undone.
Every record written is on the Changes page with an undo button.
No candidates staged.
Nothing left in the queue — every candidate here was ruled on without approving a write. They are listed below.
Before you approve
Where the record disagrees with the sources
Proposed Salesforce record
| Field | Current (Salesforce) | Proposed |
|---|---|---|
Evidence ()
Already pushed to Salesforce — undo it on the Changes page, not here.
Approving records the decision — this card has nothing to write to Salesforce.
Not approved — nothing will be written ()
Salesforce Changes
Every change SoS made to Salesforce. Use this to review and undo mistakes.
A revert restores a field only while it still holds what SoS wrote. Anything edited since was left alone, and has to be fixed in Salesforce by hand.
Restored:
No changes to show.
| Field | Before | After (SoS wrote) |
|---|---|---|
Created new record
Restored:
Definitions
Create and manage the category definitions used by the pipeline for classifying travel startups.
No definitions yet. Add one above to get started.
Pipeline Prompts & Models
Choose which AI model to use for each pipeline step.
| Step | Provider | Model | |
|---|---|---|---|
Prompt Templates
Edit the system prompts/instructions for each pipeline step. Use {{placeholder}} to insert definition content (e.g. {{verticals}}, {{travel_startup_definition}}, {{funding_round_types}}).
Last modified:
Edit history ()
| When | Action | Change |
|---|---|---|
No prior edits recorded.
Users
Portal users with sign-in access. Only admins see this page.
Existing users ()
| Username | Role | Created | Last sign-in | |
|---|---|---|---|---|
| Reset password Delete |
Activity
Every URL the system has processed — automated scans and manual submissions —
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 articles
Showing of
total
| Scanned | Source | Article | Run | Actions |
|---|---|---|---|---|
| No scanned articles match these filters. | ||||
| — | — | |||
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News Sources
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.