Build a monthly strategic account research pack
Start each month with refreshed context for the accounts that matter most.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Company Find
Tool to lookup company data by domain name. use when you need detailed company profile by providing a website domain. use after confirming domain correctness.
Why this helps
Strategic account research is repeatedly postponed until a meeting is imminent.
- Support account planning with current data
- Create a repeatable monthly ritual
- Reduce rushed pre meeting research
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Bigpicture io once in Notis.
- 2Create an automation named Monthly account research pack.
- 3Tell Notis to look up each supplied strategic account domain and organize returned company details into a briefing.
- 4Choose a monthly schedule and a report channel.
- 5Test with one strategic account domain.
Questions about this workflow
How many accounts should I include?
Start with the strategic domains your team can realistically review each month.
Can the report compare past data?
Only if you provide prior reports or baselines; Company Find supplies the current lookup result.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 0CodeKit to Bigpicture io. A trigger fires from one place; an action lands in another.
0CodeKit triggers
Bigpicture io actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Company Find
Tool to lookup company data by domain name. use when you need detailed company profile by providing a website domain. use after confirming domain correctness.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
IP to Company Lookup
Tool to lookup company by ip address. use after obtaining an ip to get detailed company info.
Name to Domain Search
Tool to find company domain(s) by company name. use when you have a company name and need up to 3 likely domains.
Connect any two apps with Notis in the middle.
0CodeKit and Bigpicture io, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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