Review investor portfolios against a stated opportunity
Bring portfolio context into an investment research request and keep the results ready for human review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Fetch investor portfolio data
Finds companies whose investor list includes a specified investor and returns funding summaries.
Why this helps
Investor fit research can involve searching portfolio information separately from the opportunity that prompted it.
- Adds portfolio context to a stated opportunity
- Keeps the research prompt alongside the returned data
- Supports a review step before any investment decision
Setup
Build it in a few focused steps.
- 1Connect Abstract and Crustdata once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to process the incoming investment research request with Abstract and retrieve relevant Crustdata investor portfolio data for the named investor or opportunity.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real research request and review the returned portfolio information.
Questions about this workflow
Does the workflow decide whether an investor will invest?
No. It retrieves portfolio data for research. A person should assess fit using the request and returned information.
What should the request contain?
Include the investor or opportunity context you want Notis to investigate.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abstract to Crustdata. A trigger fires from one place; an action lands in another.
Abstract triggers
Crustdata actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Connect any two apps with Notis in the middle.
Abstract and Crustdata, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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