Make opportunity discovery part of the routine
Give recurring research a useful destination by turning substantiated opportunities into pipeline records.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Deal Record
Creates a deal record; a unique-attribute conflict causes an error.
Why this helps
Potential opportunities can be found repeatedly without becoming visible enough for a founder to assess and pursue.
- Create a pipeline record for qualified opportunities.
- Make recurring research easier to act on.
- Keep the qualification criteria in the automation instruction.
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.
- 3Tell Notis to create an Attio deal only when scheduled Agenty research meets your stated criteria and includes supporting details.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real result that meets the criteria.
Questions about this workflow
Does this create a deal for every result?
Your instruction can require evidence and qualification before creating a deal. The trigger itself has no filters.
What if the research is missing useful details?
The action requires at least one attribute value. Instruct Notis to report incomplete results instead of creating an unsupported record.
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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