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Turn Document Mentions into Company Profiles

Extract company references from documents and add firmographic context where a verified domain is available.

Trigger

Webhook received

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

Action

Company Find

Looks up company information by domain name.

Why this helps

Company details buried in documents often require a separate research task before a team can act on them.

  • Find company references within supported documents.
  • Retrieve profiles using confirmed domains.
  • Make missing or ambiguous company details clear in the run report.

Setup

Build it in a few focused steps.

  • 1Connect Affinda and Bigpicture io once in the Notis portal.
  • 2Create an automation in Notis by naming it and describing the outcome.
  • 3Ask Notis in one instruction to extract the relevant company from the document, confirm its domain, and retrieve its profile.
  • 4Choose the webhook trigger and select where run reports should go.
  • 5Test with one real document and check the company match and profile.

Questions about this workflow

Which documents can start this workflow?

The webhook can start it with a document that Affinda can process. Affinda supports document extraction, resume parsing, invoice processing, and document workflows.

What if the document has no confirmed domain?

The report should identify that a domain is missing or uncertain. The company profile lookup needs a confirmed domain.

Does this update a CRM?

No. The listed Bigpicture io action retrieves company data; this package does not include a CRM update action.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Affinda to Bigpicture io. A trigger fires from one place; an action lands in another.

Affinda triggers

Bigpicture io actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Company Find

Looks up company information by domain name.

ActionInstant

Webhook trigger

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

TriggerInstant

IP to Company Lookup

Looks up company information associated with an IP address.

ActionInstant

Find Company Stream

Streams company data by domain until ready, without async polling; limited to five requests per minute.

ActionInstant

Name to Domain Search

Finds likely company domains from a company name.

ActionInstant

Connect any two apps with Notis in the middle.

Affinda and Bigpicture io, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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