Refresh decision maker research on your schedule
Get a regular review of decision makers matching the company and role criteria you specify.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Filter decision makers data
Filters and retrieves decision-maker data across organizations.
Why this helps
A prospect list can go stale when relevant buyer research is easy to postpone.
- Repeats buyer discovery on a schedule
- Uses roles and company criteria you provide
- Returns a report that is ready for review
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 your stated role and company criteria with Abstract and search Crustdata for matching decision makers.
- 4Choose the recurring schedule and select where run reports should go.
- 5Test with one real set of role and company criteria.
Questions about this workflow
Does a schedule automatically know which companies to search?
Provide the company context or criteria in the prompt or run context for each search.
Does this workflow send outreach?
No. It retrieves decision maker data for review and does not contact those people.
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.
Enrich person screener
Enriches a person’s profile with additional information.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Filter decision makers data
Filters and retrieves decision-maker data across organizations.
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Searches indexed job listings.
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Retrieves web traffic data for analysis and reporting.
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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