Keep funding milestone research moving on a schedule
Set a recurring review for a defined set of company documents and get funding milestone data for the companies they identify.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Post funding milestone timeseries data
Retrieves time-based data about company funding milestones.
Why this helps
Funding research in documents can go stale when nobody remembers to reopen the source material and check company timelines.
- Prompt a regular review of companies identified in selected documents.
- Reduce the need to remember each individual follow-up.
- Use funding milestone timeseries data as a research input.
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 milestone review.
- 3In one instruction, ask Notis to process the selected company documents with Affinda, identify the companies, and retrieve their funding milestone timeseries from Crustdata.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real company document and confirm the schedule and returned results.
Questions about this workflow
Will the schedule discover documents automatically?
The schedule starts the automation. Specify which documents Affinda should process or how Notis can access them; the workflow does not assume a document source that has not been provided.
Does timeseries data predict future funding?
No. It provides funding milestone data over time and should not be treated as a forecast.
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.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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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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