Use case

Research every new pitch before you read it

Your pitch form posts each new company into Slack. Every morning, Claude reads them, researches each company and gives it a grade. It saves one note per company in Humble, linked to the founder and their website.

Set it up See how it works

Last checked

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

The problem

What gets in the way

  • Too many to readPitches arrive every day. Most wait days before anyone looks.
  • The same research each timeFor each one, you look up the team, the market and the competitors by hand.
  • Notes end up everywhereWhat you found sits in a chat, a sheet or your head. Next time, you start again.

How it works

Set it up once. It runs every morning.

  1. Step 1: New pitches arrive in Slack

    Your pitch form posts each new company into a Slack channel, such as #deal-flow.

  2. Step 2: Make a scheduled task in Claude

    Paste the prompt below into a scheduled task. Add your focus, so Claude can grade each company. Set it to run every day.

  3. Step 3: Claude researches and grades each one

    Each morning, Claude reads the new posts and looks up each company. It gives each one a grade: Green, Amber or Red.

  4. Step 4: Open your folder in Humble

    Each company has a note in Inbound deals, with its grade at the top. It is linked to the founder and the company website.

What you get

  • No pitch waits. Each one is read and researched the morning after it arrives.
  • Everything is filed. One note per company, in one folder, so you can sort the pile in minutes.
  • It is linked. Open the founder in Humble, or the company website with the browser extension, and the research is there.

Go further

Set it up

Set up your deal flow research in about 15 minutes

What you need

  • A pitch form that posts each new pitch into a Slack channel. Most form tools can do this
  • A Humble account, connected to Claude. See how to connect it
  • A folder in Humble called Inbound deals. Your AI app cannot make folders yet
  • A paid Claude plan (Pro, Max, Team or Enterprise), for scheduled tasks

Copy the prompt

Read the new posts in the #deal-flow Slack channel from the last 24 hours. For each company in them: 1. Search my Humble notes for the company name. If there is a note already, skip that company. 2. Research the company on the web: what it does, who it sells to, the team, three competitors and any funding news. 3. Grade it against my focus: [write your focus here, such as UK pre-seed and seed, software for healthcare]. Use Green (a strong fit), Amber (maybe) or Red (not a fit), with one line on why. 4. Create one Humble note. Title: the company name, then "Inbound", then the date, like "Kelpline · Inbound · 4 Nov". Start the text with the grade. Then add a short summary, the competitors, three questions to ask the founder, and links to your sources. 5. Add the founder to my Humble contacts if they are not there. Link the note to the founder and to the company website. 6. Put the note in my Humble folder "Inbound deals". When you finish, list each company with its grade.

In Claude

  1. Connect Humble to Claude.
    How to connect Humble
    1. In Claude, select Customize in the sidebar, then Connectors.
    2. Select + Add, then Add custom connector.
    3. Name it Humble and paste this address: https://my.humbleai.com/mcp Select Continue.
    4. Select Connect next to Humble. Sign in to Humble and select Allow.

    See each step with pictures

  2. Connect Slack to Claude.
    How to connect Slack
    1. In Claude, select Customize, then Connectors.
    2. Find Slack and select Connect.
    3. Sign in to Slack and allow access.

    Your Slack admin may need to allow it first.

  3. Turn on web search in Claude, so it can look up each company.
  4. Select Scheduled in the sidebar, then New task and Set up manually.
  5. Name it Deal flow research. Paste the prompt and add your focus. Set it to Daily, then select Save.

Claude may look a little different. Run the task once by hand first, and check the notes it makes. Then change the prompt until the grades match how you think.

Questions

Common questions

No. Claude reads it, through Claude’s own Slack connector. Then it saves the notes in Humble through the Humble AI connector.

Against the focus you write in the prompt, such as your stage, sectors and places. Change the focus, and the grades change.

Yes. Treat its research as a first draft. It lists its sources, so check anything that matters before you decide.

Not yet. Make the folder in Humble first. Then your AI app can put notes in it.

No. The prompt asks Claude to look for a note first, and to skip any company it has already saved.

No. Scheduled tasks in Claude run online, even when your computer is asleep.

No. Connecting your AI apps is part of every Humble plan. Scheduled tasks and connectors need a paid Claude plan.

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See all use cases

Let Claude read the pile first

Connect Claude to Humble, then set up the task.

Set it up Book a call