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Notis

Turn funding briefs into focused company searches

Translate the criteria already written in your brief into a Crustdata company search and review the results in a run report.

Trigger

Webhook received

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

Action

Search companies with filters

Searches for companies matching selected criteria.

Why this helps

Company research criteria in briefs often need to be re-entered into search tools before anyone can act on them.

  • Carry stated company criteria into a structured search.
  • Reduce repeated reading and retyping from research documents.
  • Make the search criteria visible for review with the result.

Setup

Build it in a few focused steps.

  • 1Connect Affinda and Crustdata once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it for funding brief discovery.
  • 3In one instruction, ask Notis to extract explicit company names or search criteria from the brief and use Crustdata company search to find matches.
  • 4Pick the webhook trigger and choose where run reports should go.
  • 5Test with one real brief and verify the search reflects its stated criteria.

Questions about this workflow

Can it infer criteria that are not in the brief?

Ask it to use only criteria stated in the document and to identify missing information rather than silently assuming it.

Does company search confirm that a company received funding?

No. This workflow searches company records based on the supplied criteria. It does not independently verify funding claims.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Affinda 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.

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

When this happens · Trigger

Do this · Action

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