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Review funding milestones on a regular schedule

Schedule a recurring funding data check for the company criteria you are tracking from your research.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Post funding milestone timeseries data

Retrieves time-based data about company funding milestones.

Why this helps

Funding updates can be easy to miss when every company needs a separate manual check.

  • Run funding milestone queries on a predictable cadence.
  • Keep a specified company set in view.
  • Receive results through your chosen report channel.

Setup

Build it in a few focused steps.

  • 1Connect AgentQL and Crustdata once in the Notis portal.
  • 2Create and name an automation in Automations, New Automation.
  • 3Ask Notis to retrieve Crustdata funding milestone timeseries for your researched company criteria.
  • 4Select the cron trigger and choose where reports go.
  • 5Test once with a real company before the recurring schedule begins.

Questions about this workflow

Will this detect every new funding round in real time?

No. It runs on the schedule you select and returns data available to the Crustdata action when it runs.

Where do the company criteria come from?

Specify them in your instruction based on your research. This schedule does not receive AgentQL events.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agentql to Crustdata. A trigger fires from one place; an action lands in another.

Agentql triggers

Crustdata actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Enrich person screener

Enriches a person’s profile with additional information.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Fetch headcount by facet timeseries

Retrieves headcount data over time, grouped by selected facets.

ActionInstant

Fetch investor portfolio data

Finds companies whose investor list includes a specified investor and returns funding summaries.

ActionInstant

Filter decision makers data

Filters and retrieves decision-maker data across organizations.

ActionInstant

Post funding milestone timeseries data

Retrieves time-based data about company funding milestones.

ActionInstant

Post headcount timeseries data

Retrieves historical headcount data to help analyze workforce trends.

ActionInstant

Post job listings table data

Searches indexed job listings.

ActionInstant

Post web traffic data

Retrieves web traffic data for analysis and reporting.

ActionInstant

Connect any two apps with Notis in the middle.

Agentql and Crustdata, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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