New to Scout? Learn the basics here
Power user checklist
Complete your onboarding. Click "Onboard me" below the Scout chat box. Scout will learn about your role and focus so its answers fit how you work.
Set up Skills. Skills are saved prompts you can run any time by typing / in Scout. Click a link below to add an example to your account:
[Market Map]. Give it a company or sector, and it builds a presentation-ready market map with categories, market sizing, funding data, top companies with logos, charts, and takeaways.
[Talent Sourcing]. Define a role, and it maps where that talent lives, splits it into talent pools, scores candidates against a rubric, flags who's likely to move, finds warm paths, and presents the results.
[Diligence Report]. Creates a one-page brief on a company before a meeting, built around its latest news and tailored to your role.
Schedule a Scout. A Scheduled Scout is an agent that runs on a set cadence to source, diligence, and research the companies, people, and industries that matter to you.
Not sure where to start? [Get personalized recommendations]. Scout will review your role and focus, then suggest Scouts built for how you work. Nothing is created until you approve.
Sync your network. Connect LinkedIn, your calendar, and email so Scout can find warm paths into companies and people.
Share your criteria. Attach a pitch deck, investment thesis, or scoring rubric so Scout evaluates companies and people against your own standards.
Getting the best results
Brief Scout like a sharp analyst. Explain who you are, what you're trying to do, and what "good" looks like. You don't need Boolean logic or filters.
Instead of: "Tell me about fintech"
Try: "Create a table of the top 10 Series A fintech companies with name, total raised, headcount, key investors, and recent growth signals."
Use @ to reference specific companies or people. This makes sure Scout pulls the exact one you mean, not something with a similar name.
"Find companies similar to @Stripe in the payments space."
"Who in my network is connected to @Company?"
Go deeper with follow-ups. Start broad, then drill in. Each follow-up builds on the context before it.
"Map the competitive landscape for AI-native legal tools."
"Now filter to US companies at Series A or earlier, founded after 2021."
"For the top 3, show warm paths through my network."
FAQs
Can I export from Scout?
Can I export from Scout?
Yes. Ask for a PDF, Word document, or Excel file, for example: "Run a market map for Harvey and export it to PDF."
Can I share threads with my team?
Can I share threads with my team?
Yes. Open the thread, click Share, change visibility from private to public, and send your team the link.
Can Scout use my own data?
Can Scout use my own data?
Yes. Scout can reference:
Your network: synced LinkedIn, calendar, and email connections, for warm intros.
Affinity: your connected Affinity data.
Your files: attach a file to a thread or drop it into the chat box.
Saved lists and searches: type # to reference them.
Your custom fields: both global and list-specific.
Can I save Scout's results to a list?
Can I save Scout's results to a list?
Yes. Ask Scout to save any companies or people it finds to a new or existing list. You can also have it add its own analysis, such as scores, notes, or fit ratings, as columns on that list.
Can I use Scout in Slack?
Can I use Scout in Slack?
Yes. Tag @Scout in any Slack thread, and it will read the conversation for context and reply there. Learn more →
Can I use Scout outside Harmonic?
Can I use Scout outside Harmonic?
Yes. Besides Slack, you can use Scout while browsing with the Chrome extension, in our Mobile App, or connect it to AI tools like Claude through Scout MCP.
Scout – Your AI Research Agent → · Scout MCP →
How do I create my own Skill?
How do I create my own Skill?
Click the + button in the Scout chat, select Use skill → Create new skill, and add a name, a trigger command, and the prompt. Your Skills appear when you type /, and Scout can also use them automatically when they're relevant. Learn more →
How do I make Scout remember my preferences?
How do I make Scout remember my preferences?
Tell it in any chat, for example: "Remember that I focus on Series A climate companies in Europe." Scout saves this to your Personalization and applies it to future answers. Learn more →
Where do Scheduled Scout results go?
Where do Scheduled Scout results go?
By default, Scout emails you a summary after each run that finds something new, and sends nothing when there's nothing new. You can also send results to Slack from the Scout's notification settings (⚙️).
How do I change or pause a scheduled Scout?
How do I change or pause a scheduled Scout?
Open the Scout from the Scouts list in the left sidebar. To change what it tracks, tell it in the chat. To change when it runs, or to pause it, click the settings icon (⚙️).
How do I check my Scout usage?
How do I check my Scout usage?
Click your avatar in the bottom left, select Settings, and open the Scout usage section. Scheduled Scouts use the same credits as the rest of your Scout research. Learn more →