Check an investor's public portfolio for overlap
Submit an investor portfolio URL and relevant company names to get a quick, source-grounded overlap check.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Query Data
Extracts structured data from a web page using a query or prompt.
Why this helps
Checking whether an investor lists a company in its portfolio can mean searching multiple pages and comparing names by hand.
- Compare supplied names against publicly listed portfolio entries
- Show the page evidence behind possible matches
- Mark unclear name matches for manual review
Setup
Build it in a few focused steps.
- 1Connect Affinity and AgentQL once in the Notis portal.
- 2Create an automation named Investor Portfolio Overlap Check.
- 3In one instruction, ask Notis to query the submitted portfolio URL and compare listed companies with the names and Affinity context supplied in the request.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one investor portfolio page and a small set of real company names.
Questions about this workflow
Does this establish a conflict or investment relationship?
No. It surfaces possible matches on a public page. Confirm any relationship through your normal diligence process.
What company names should I submit?
Provide the names you want checked in the webhook request, using the relevant Affinity context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Agentql. A trigger fires from one place; an action lands in another.
Affinity triggers
Agentql actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Query Data
Extracts structured data from a web page using a query or prompt.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get AgentQL Usage Statistics
Retrieve account API usage statistics and subscription limits.
Create Remote Browser Session
Creates a remote browser session for browser automation.
Connect any two apps with Notis in the middle.
Affinity and Agentql, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Agentql.