Keep important company records fresh
Let recurring research bring useful company changes back to Attio, ready for your next decision or conversation.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Assert Company (Create or Update)
Updates a matching company record or creates one if none exists.
Why this helps
Company context becomes outdated when nobody has time to revisit research across a growing portfolio.
- Revisit company information on a chosen schedule.
- Update matching companies rather than creating duplicates.
- Keep research connected to the company record.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Attio once in Notis.
- 2Create an automation in Automations, or tell Notis in plain language from any channel.
- 3In one instruction, ask Notis to research the selected companies with Agenty and create or update their Attio records.
- 4Choose a recurring schedule and where reports should go.
- 5Test with one real company and review the resulting record.
Questions about this workflow
Can it research only selected companies?
Name the companies or criteria in your instruction. The schedule trigger itself does not provide configurable filters.
Does the action update existing companies?
Yes. Assert Company uses a unique attribute to find a match and update it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Attio. A trigger fires from one place; an action lands in another.
Agenty triggers
Attio actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Note
Create a note on a record.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Assert Company (Create or Update)
Updates a matching company record or creates one if none exists.
Create Record
Create a new record.
Assert Person Record
Creates or updates a person record using a unique attribute to avoid duplicates.
Delete Note
Delete a note.
Assert User Record (Create or Update)
Updates a matching user record or creates one if none exists.
Delete Record
Permanently delete a record; this cannot be undone.
Assert Workspace (Create or Update)
Updates a matching workspace record or creates one if none exists.
Connect any two apps with Notis in the middle.
Agenty and Attio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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