Turn portfolio research into checked Ashby candidate records
Use scheduled review to turn useful portfolio research into candidate records without repeatedly copying profile details by hand.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Candidate
Create a candidate profile with contact details and social profiles.
Why this helps
Portfolio research piles up while teams postpone structured ATS intake.
- Process portfolio research in a predictable review cycle.
- Require complete identity details before creating a record.
- Check for likely duplicates before intake.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and Ashby once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, define which available portfolio results qualify and require completeness and duplicate checks before candidate creation.
- 4Pick a Notis cron trigger and choose where run reports should go.
- 5Test with one real result and check the Ashby record.
Questions about this workflow
Will Notis independently search portfolios?
The cron schedule starts a Notis run. AgentQL results must be available through your connected setup for review.
Can the workflow add portfolio details that were not returned?
No. Supply any required information in the source result or ask Notis to report it as missing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agentql to Ashby. A trigger fires from one place; an action lands in another.
Agentql triggers
Ashby actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Candidate to Project
Add a candidate to a recruiting project.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Candidate Tag
Add an existing tag to a candidate’s profile.
Add Hiring Team Member
Assign a team member to a hiring team.
Add User to Interviewer Pool
Add a user to a pool of interviewers.
Add Opening Job
Link an existing job to a job requisition.
Add Opening Location
Associate a location with an existing job requisition.
Anonymize Candidate
Irreversibly anonymizes a candidate’s personal data; all applications must be archived or hired.
Approve Offer
Approve an offer or a specific step in its approval process.
Connect any two apps with Notis in the middle.
Agentql and Ashby, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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