Review workforce trends for companies in your documents
Use a recurring Notis run to revisit selected company documents and retrieve workforce history for the companies they mention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Post headcount timeseries data
Retrieves historical headcount data to help analyze workforce trends.
Why this helps
Workforce changes can be relevant to a business decision, but checking company trends repeatedly is easy to defer.
- Create a recurring research checkpoint for selected companies.
- Use historical headcount data to add context to a company review.
- Keep the source documents and review cadence explicit.
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 workforce trend review.
- 3In one instruction, ask Notis to process the selected documents with Affinda, identify the companies, and retrieve Crustdata headcount timeseries data.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real company document and review the extracted identity and timeseries.
Questions about this workflow
Does this detect changes between runs?
Crustdata returns timeseries data. Ask Notis to compare runs only if the prior run data is available to it; otherwise it can summarize the returned history without claiming a new change.
What if the documents do not specify a company clearly?
Have Notis report the missing or ambiguous identity instead of choosing a company without support.
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.
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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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.
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Retrieves web traffic data for analysis and reporting.
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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