Start each quarter with a customer company baseline
Give planning meetings a consistent view of the customer organizations you oversee.
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
Quarterly planning repeats the same company research because prior context is hard to assemble.
- Improves quarterly preparation
- Creates comparable company context
- Cuts repeated research
Setup
Build it in a few focused steps.
- 1Connect 21risk and Bigpicture io in Notis.
- 2Create a quarterly customer baseline automation.
- 3Tell Notis to look up each supplied customer domain and prepare a concise baseline for 21risk planning.
- 4Choose notis_cron and set the quarterly schedule.
- 5Select a report channel and test with one customer domain.
Questions about this workflow
Does this compare against prior quarters?
Notis can summarize the current results, but prior baselines must be supplied if you want a comparison.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Bigpicture io. A trigger fires from one place; an action lands in another.
21risk 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.
21risk and Bigpicture io, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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