Research an investor before you reach out
Get useful public context on an investor without leaving your deal workflow.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Search SERP Synchronously
Searches Google, Bing, DuckDuckGo, or Yandex and returns results immediately.
Why this helps
Investor research can mean opening a trail of tabs and losing the thread of why you planned to contact them.
- Gather current public search results for a specific investor.
- Keep research tied to the contact or deal that prompted it.
- Review results before using them in an outreach decision.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Bright Data once in the Notis portal.
- 2Create an automation in Notis and name it for investor background research.
- 3In one instruction, ask Notis to search public web results for the investor details in the request and summarize relevant findings with sources.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real Affinity investor contact and review the search results.
Questions about this workflow
What starts this workflow?
An HTTP request to its Notis webhook starts the automation. Include the investor or contact context you want researched.
Does it send an investor message?
No. It searches the web and reports findings for you to review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Brightdata. A trigger fires from one place; an action lands in another.
Affinity triggers
Brightdata actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Start Site Crawl
Starts an asynchronous dataset or site crawl for later status checks and result retrieval.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Safe Zone
Filter Dataset
Creates a billable, filtered snapshot of a marketplace dataset.
List Marketplace Datasets
Lists prebuilt marketplace datasets for structured scraping.
Get Customer Balance
Retrieves current and pending account balances; the API key must have Admin permission.
Get Dataset Metadata
Retrieves the field definitions for a marketplace dataset.
Get Deep Lookup Results
List Unlocker Zones
Lists configured zones and their types for protected URL scraping.
Connect any two apps with Notis in the middle.
Affinity and Brightdata, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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