Build a steady prospect research routine
Turn recurring research into a manageable flow of qualified people in Attio, ready for review and follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Assert Person Record
Creates or updates a person record using a unique attribute to avoid duplicates.
Why this helps
Prospecting slips when it competes with urgent founder work and has no dependable routine.
- Run prospect research on a recurring schedule.
- Use duplicate-aware person creation or updates.
- Keep a reviewable stream of potential contacts.
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.
- 3Ask Notis to use Agenty prospect results to create or update qualified people in Attio.
- 4Choose a recurring schedule and the channel for run reports.
- 5Test with one real prospect before relying on the schedule.
Questions about this workflow
Can the schedule run only once?
Choose the recurring schedule that matches your research routine when setting up the automation.
How are duplicates handled?
The Assert Person action searches using a unique attribute and updates an existing match when one is found.
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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