Bring public research into fundraising records
When a prospect needs context, send a webhook and ask Notis to inspect the pages you identify. It can update the related Airtable record with relevant public information.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update record
Modifies specified fields of an existing record in an airtable base and table; the base, table, and record must exist.
Why this helps
Preparing for a fundraising conversation often means rebuilding the same public context from scratch.
- Keep public context close to the prospect record.
- Make preparation easier to resume after interruptions.
- Use a consistent instruction for research requests.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and Airtable once in the Notis portal.
- 2Create an automation in the portal, or tell Notis from any channel to create it.
- 3Describe the prospect record, public pages to inspect, and relevant observations to update.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real prospect and confirm the observations are accurate and useful.
Questions about this workflow
Can it determine whether an investor will fund my company?
No. It can summarize relevant public information you ask it to inspect, but it cannot know a prospect's intentions.
What context should I ask it to capture?
Name the details that help your preparation, such as stated investment focus or publicly listed portfolio examples, and review the source information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agentql to Airtable. A trigger fires from one place; an action lands in another.
Agentql triggers
Airtable actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create base
Creates a new airtable base with specified tables and fields within a workspace; ensure field options are valid for their type.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Comment
Creates a new comment on a specific record within an airtable base and table.
Create Field
Creates a new field within a specified table in an airtable base.
Create multiple records
Creates multiple new records in a specified airtable table.
Create a record
Creates a new record in a specified airtable table; field values must conform to the table's column types.
Create table
Creates a new table within a specified existing airtable base, allowing definition of its name, description, and field structure.
Delete Comment
Deletes an existing comment from a specified record in an airtable table.
Delete multiple records
Deletes up to 10 specified records from a table within an airtable base.
Connect any two apps with Notis in the middle.
Agentql and Airtable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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