Guide for investors

How to set up an AI investment assistant

Let Claude do the reading. It researches each company, grades it and writes it up. Humble keeps every note linked to the founder, so you walk into each meeting briefed.

In short

  • Claude researches pitches, people and lists of companies for you.
  • It saves each note in Humble, linked to the founder and filed in a folder.
  • You read the short version, check the sources and make the call.
Set it up in 15 minutes Connect your AI
  1. A pitch arrivesIn Slack, a list or your calendar
  2. Claude researchesTeam, market, competitors and a grade
  3. Humble keeps it linkedOne note, linked to the founder, in a folder
  4. You decideRead the short version and make the call
Claude does the reading. You make the call.

Use cases in this guide

5 ways to use what this guide teaches. Each one opens its own page with the steps.

Chapter 01~1 min read

Too much to read, not enough time

Why does research take so much of the week?

New pitches arrive every day. Before a conference, you get a list of hundreds of names. After a demo day, you have a dozen companies to look at by tonight.

For each one, you do the same work. You look up the team, the market and the competitors. Then what you found ends up in a chat, a sheet or your head. Next time, you start again.

An AI app such as Claude can do much of that reading for you. The hard part is where its work goes, so you and your team can find it again.

Chapter 02~2 min read

Claude researches. Humble keeps it. You decide.

What does each part do?

Your assistant has three parts. Each one does the job it is best at.

What Claude, Humble and you each do
WhoWhat they do
ClaudeReads new pitches in Slack, speaker lists, demo day pages and your calendar. Looks each company up on the web, and writes a short note with a grade.
HumbleKeeps one note per company, linked to the founder and the company website, and filed in a folder. Any AI app you connect can find it later.
YouRead the short version, check the sources, meet the founder and make the call.

Why save the research in Humble

  • It is filed. Each note goes in a folder, such as Inbound deals or Founders Week, so every list stays organised.
  • It is linked. Each note is linked to the founder and their website. With the Humble browser extension, open their website or LinkedIn page and the note is there.
  • Any AI app can find it. Next month, ask ChatGPT or Gemini about a company. They read the same notes.

Claude talks to Humble through the Humble AI connector (MCP). Claude reads Slack, the web and your calendar through its own connectors. Humble does not read them for it.

Chapter 03~2 min read · five use cases

Five ways to use your assistant

What can it do in a normal week?

Start with the one that saves you the most time. Each one has its own page with the steps.

  • The problem: New pitches arrive faster than I can read them.

    Research every new pitch before you read it (opens in a new tab)

    Each morning, Claude researches and grades every new pitch, and files a note in Humble.

  • The problem: The speaker list has 300 names. I do not know where to start.

    Know who to meet before a conference (opens in a new tab)

    Give Claude the speaker list. It picks who to meet and saves a brief on each person in Humble.

  • The problem: Demo day had 12 companies. I need a view of each one by tonight.

    Compare a list of companies in one go (opens in a new tab)

    Paste a list of companies into Claude. It saves a note on each, and one note that compares them all.

  • The problem: I go into calls without reading up. Then I ask what I already know.

    Get a brief before every founder meeting (opens in a new tab)

    Each morning, Claude checks your calendar and writes a brief for each founder meeting in Humble.

Chapter 04~1 min read · 15 min to do

How to set up your first research task in 15 minutes

Connect Claude, make one folder, then let it research your next pitch.

0–5 minutesAdd Humble to Claude as a A setting in your AI app that lets it connect to another app, such as Humble.. Follow the steps on Connect your AI, then sign in to Humble and select Allow.You’ll have: Claude, able to add notes and contacts to Humble.
5–7 minutesIn Humble, make a folder called Inbound deals. Claude can put notes in a folder, but it cannot make one yet.You’ll have: One place for every company Claude researches.
7–10 minutesWrite your focus in one or two lines: your stage, sectors and places. Claude grades each company against it.You’ll have: A focus you can paste into every prompt.
10–15 minutesPaste one company into Claude with the prompt from Research every new pitch (opens in a new tab). Open the note in Humble and check it.You’ll have: Your first graded note, checked by you.

When the first one looks right

  • Make it run every morning. Turn the prompt into a scheduled task in Claude, so new pitches in Slack are ready before you start.
  • Add a morning brief. Connect your calendar to Claude, and ask for a brief before each founder meeting.
  • Use it before events. Give Claude the next speaker list, with a new folder for the event.
Chapter 05~1 min read

You still make the call

How do you keep the research honest?

  • Treat it as a first draft. AI apps can get facts wrong. Ask Claude to list its sources in each note, and check anything that matters.
  • The grade is a starting point. Green, Amber or Red tells you where to look first. It is not a decision. Change the focus in your prompt until the grades match how you think.
  • Look after founders’ data. Pitch decks are often shared in confidence. Check your AI app’s data settings, and the founder’s wishes, before you add a deck to a chat.
  • Notes stay private. Linking a founder to a note shares nothing with them. Share a note with your team from Humble when you choose.
Chapter 06~1 min read

Common questions

An AI app, such as Claude, set up to do your first round of research. It reads pitches, lists and your calendar, looks each company up and writes a short note. Humble keeps those notes linked to the founders and filed in folders.

Not for this. Claude reads them through its own Slack and calendar connectors. Then it saves notes and contacts in Humble through the Humble AI connector.

For one-off research, yes: any AI app connected to Humble can save notes and contacts. The use cases show Claude because it has the scheduled tasks and the Slack connector this guide uses.

It can find, read, add and change your notes, tasks and contacts. It can link them to each other and to web pages, and put them in your folders. It cannot make folders, delete anything, assign tasks or share yet. It sees only what you can see.

Connecting your AI apps is part of every Humble plan, at no extra cost. Scheduled tasks and connectors need a paid Claude plan.

See how it works in Humble

Everything in this guide works in Humble today, with Claude.

See what your AI apps can do with your notes, contacts and folders, and how you stay in control.

See the Humble AI connector Get started
Chapter 07~1 min read

About this guide

This guide was written by the Humble team. It shows one way to set up an AI investment assistant, not the only way. For the rest of an investor’s week, read The Investor playbook.

AI apps change often. Check Claude’s own plans and settings before you start. Company, fund and event names in the examples, such as Kelpline and Founders Week, are invented. The guide describes Humble as of November 2026.

Last reviewed: 3 November 2026.

Found something wrong or missing? Email hello@thehumbleai.com. We read everything.

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Want to try it yourself?

Connect Claude to Humble and research your next pitch. Then see whether one linked note per company makes your week easier.

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