Get a focused decision maker research brief on schedule
Choose your roles and company profile once, then receive a useful research brief at a cadence that fits your work.
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
Building a prospect list from scratch creates repeated research overhead and makes it easy to lose track of who fits the current priority.
- Reduce repeated manual prospect searches
- Focus results on roles and criteria you choose
- Review a prepared list when you plan outreach
Setup
Build it in a few focused steps.
- 1Connect Crustdata once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the research brief.
- 3Tell Notis in one instruction which roles and company criteria to query in Crustdata and how to summarize the results.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example using your criteria.
Questions about this workflow
Can I choose the roles and company criteria?
Yes. State the roles and criteria in your instruction. Crustdata supports filtering decision maker data, while Notis can summarize the returned results.
Does this workflow contact the people it finds?
No. It prepares research results for review; it does not send outreach.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Crustdata. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
Fetch headcount by facet timeseries
Retrieves headcount data over time, grouped by selected facets.
Fetch investor portfolio data
Finds companies whose investor list includes a specified investor and returns funding summaries.
Filter decision makers data
Filters and retrieves decision-maker data across organizations.
Post funding milestone timeseries data
Retrieves time-based data about company funding milestones.
Post headcount timeseries data
Retrieves historical headcount data to help analyze workforce trends.
Post job listings table data
Searches indexed job listings.
Post web traffic data
Retrieves web traffic data for analysis and reporting.
Connect any two apps with Notis in the middle.
ActiveMerge and Crustdata, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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