Review investor holdings alongside firm research
Send investor or firm context from your web research into a Crustdata portfolio data request.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Fetch investor portfolio data
Finds companies whose investor list includes a specified investor and returns funding summaries.
Why this helps
Fundraising research often requires repeated navigation between investor websites and portfolio information.
- Carry investor research context into portfolio review.
- Reduce repeated navigation across data sources.
- Keep portfolio findings attached to the originating brief.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and Crustdata once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis to use the investor or firm details in the incoming brief to retrieve Crustdata portfolio data.
- 4Pick the webhook trigger and choose where reports go.
- 5Test with one real investor research request.
Questions about this workflow
What does this portfolio data represent?
The action retrieves investor portfolio data available in Crustdata. Review the returned holdings and context before making decisions.
Does it recommend investors to contact?
No. It retrieves portfolio information. Any prioritization is a separate judgment based on your criteria.
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.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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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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