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Schedule a Scout

Automate any Scout task, on your schedule.

Written by Erin McCarthy

New to Scout? Start here.

A Scheduled Scout is a recurring research agent that runs automatically on a cadence you set — daily, weekly, or at whatever interval you choose. Think of it as a saved search that wakes up on its own, checks for new results, and emails you a summary of what it found.

Here's what makes them useful:

  • Hands-off monitoring — Once set up, a Scout runs in the background without you needing to come back and re-run anything.

  • Net-new alerts — Each run looks for new results since the last time it checked, so you only see what's changed.

  • Email summaries — After every run that surfaces findings, you get an email with the highlights.

Getting Started

  1. Describe your task. Start with a pre-built template or open a new chat with Scout and describe what you want — the task at hand, the type of companies or people, what qualifies as a match, what to exclude, and how often you want it to run. Be specific; vague criteria produce noisy results.

    Example: "Create a daily scout that finds new seed-stage fintech companies in New York."
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  2. Review the setup. Scout drafts the scope and schedule. Tell it what to adjust before you commit.
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  3. Run it. Click Run Now to kick off the first run. The Scout is added to your Scouts list in the left sidebar and will start sending you email updates on the cadence you choose. Runs in your browser's local time zone.
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What you can track

A Scout on a schedule covers a range of use cases: funding round alerts, founder movement, competitive tracking, and ongoing scoring of new companies, people, or investors against a saved search or list.


Pre-built Scout templates

We offer pre-built templates for common use cases. Start with a template and customize in the chat, or create a Scout from scratch.

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See Best Practices for more example prompts.


Manage a Scout

Open the Scout's thread from your Scouts list to make changes.

  • To change what it tracks, type in the chat — e.g., "exclude healthcare companies," "change this to weekly."

  • To change when it runs, click the settings icon (⚙️) to edit the schedule, frequency, time, or pause runs.


Scout Alerts

Email

By default, a scheduled Scout emails you a summary when it finds new results, and sends nothing if there's nothing new.
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If you don't want emails, turn off notifications in the Scout's settings (⚙️). The Scout still runs its task on schedule - it just won't email you about it. This is useful when the point of the run isn't a notification at all, like keeping a list updated in the background.

Slack

You also have the option to set up slack alerts within the Scout's notification settings. This is a great option if you'd like other team members to have visibility into your Scheduled Scout results. Similar to our other types of Slack Alerts, it will require Slack Admin approval the first time you set it up.


Usage limits

Runs on a schedule draw from the same usage credits as other Scout research. See your plan's credit limits, or contact your account team to increase your capacity.

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