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Notis

Turn a research brief into a custom data screen

Use the metrics and conditions already in a research brief to run a targeted Crustdata screen.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Screen metrics and filter conditions

Retrieves datasets that match selected metrics and conditions.

Why this helps

Custom research criteria can be tedious to translate into a useful data screen and easy to misstate.

  • Uses the criteria explicitly stated in a brief
  • Returns targeted data for review
  • Highlights criteria that need clarification

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 brief with Abstract, identify its stated metrics and conditions, and run a Crustdata data screen using those criteria.
  • 4Choose the webhook trigger and select where run reports should go.
  • 5Test with one real brief and check that the screen reflects its criteria.

Questions about this workflow

Can the workflow create any kind of custom metric?

It can request a screen using available Crustdata screening capabilities. The brief should specify the metrics and conditions, and Notis should report unsupported or unclear criteria.

Does it choose filters for me?

No. The automation prompt should state the desired outcome in plain language; provide the criteria you want applied.

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.

TriggerScheduled

Enrich person screener

Enriches a person’s profile with additional information.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Fetch headcount by facet timeseries

Retrieves headcount data over time, grouped by selected facets.

ActionInstant

Fetch investor portfolio data

Finds companies whose investor list includes a specified investor and returns funding summaries.

ActionInstant

Filter decision makers data

Filters and retrieves decision-maker data across organizations.

ActionInstant

Post funding milestone timeseries data

Retrieves time-based data about company funding milestones.

ActionInstant

Post headcount timeseries data

Retrieves historical headcount data to help analyze workforce trends.

ActionInstant

Post job listings table data

Searches indexed job listings.

ActionInstant

Post web traffic data

Retrieves web traffic data for analysis and reporting.

ActionInstant

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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