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:
AI Reasoning
No funding or acquisition detected — Steps 3 (Funding) and 4 (Investors) were skipped.
Pending Approvals
Test mode is ON. Salesforce changes require your approval before being pushed.
Test mode is OFF. Changes go directly to Salesforce. Turn on test mode in the nav bar to preview changes first.
| Field | Current (Salesforce) | Proposed |
|---|---|---|
New Record
No approvals to show.
Salesforce Changes
Every change SoS made to Salesforce. Use this to review and undo mistakes.
No changes to show.
| Field | Before | After (SoS wrote) |
|---|---|---|
Created new record
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}}).