Connect market research to a company shortlist
Keep an eye on a market theme and turn what you learn into a searchable list of companies to review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Search companies with filters
Searches for companies matching selected criteria.
Why this helps
Market notes often stop short of a useful company list, leaving founders to translate research into prospects manually.
- Connect a market theme to company discovery.
- Use explicit criteria for the company search.
- Keep recurring research and prospecting together.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Crustdata once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to research the market theme with Agenty and search Crustdata for companies that match the criteria you provide based on that research.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real market theme and review both research and company results.
Questions about this workflow
Can Notis derive company criteria from the research?
It can suggest criteria based on returned findings if you instruct it to, but you should review those criteria and provide any constraints that matter.
Will every research finding have matching companies?
No. The company search may return no matches, depending on the theme, criteria, and available data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Crustdata. A trigger fires from one place; an action lands in another.
Agenty triggers
Crustdata actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Enrich person screener
Enriches a person’s profile with additional information.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Retrieves headcount data over time, grouped by selected facets.
Fetch investor portfolio data
Finds companies whose investor list includes a specified investor and returns funding summaries.
Filter decision makers data
Filters and retrieves decision-maker data across organizations.
Post funding milestone timeseries data
Retrieves time-based data about company funding milestones.
Post headcount timeseries data
Retrieves historical headcount data to help analyze workforce trends.
Post job listings table data
Searches indexed job listings.
Post web traffic data
Retrieves web traffic data for analysis and reporting.
Connect any two apps with Notis in the middle.
Agenty and Crustdata, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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