Skip to main content

Scout Templates

Create custom, repeatable research workflows

Harmonic Team avatar
Written by Harmonic Team
Updated over a week ago

What are Scout Templates?

Scout Templates let you build standardized research prompts that can be applied across any company. Instead of asking Scout the same questions repeatedly, save your research workflow as a template, then apply it to any company with one click.

How templates work

Templates are collections of research instructions that Scout uses to analyze companies. You can create templates for:

  • Standard diligence questions - Your firm's core evaluation criteria

  • Sector-specific research - Tailored questions for fintech, healthcare, enterprise software, etc.

  • Stage-specific frameworks - Different questions for seed vs. growth companies

  • Role-specific needs - Templates for sourcing, diligence, portfolio monitoring

Create a template

  1. Click the Scout icon on any company profile

  2. Navigate to the Research tab

  3. Enter your research instructions in the text field

  4. Name your template (e.g., "First Touchpoint," "Series A Diligence," "Competitive Analysis")

  5. Click "Save"

Template example:

Who are the founders and what have they built before? 
What's their advantage vs competitors?
Why do customers choose them over alternatives?
How do they make money and is it sustainable?
How big is the market they're going after?

Using templates

Once saved, templates appear in your Scout interface. Simply select a template and Scout will execute all research instructions for the company you're viewing. You can:

  • Apply the same template across multiple companies for consistent evaluation

  • Edit templates as your research criteria evolve

  • Share templates across your team (coming soon)

  • Combine multiple templates for comprehensive analysis

Best practices

Keep instructions general - Avoid company-specific details so templates work across any company

Focus on repeatable questions - Templates work best for questions you ask about every company

Organize by workflow - Create separate templates for different stages (sourcing, diligence, monitoring)

Iterate and refine - Update templates based on which questions yield the most valuable insights

Manage templates

Edit or delete templates by clicking the three-dot menu next to any saved template. Changes to templates don't affect previously generated research.

Did this answer your question?