Turn a custom market question into a recurring data screen
Keep a defined market question moving with recurring research and structured screening based on the conditions you provide.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Screen metrics and filter conditions
Retrieves datasets that match selected metrics and conditions.
Why this helps
Custom research gets delayed when each review requires rebuilding the question and search process from scratch.
- Reuse your stated metrics and conditions in recurring reviews.
- Bring public research into the screening summary.
- Reduce repeated setup for ongoing market questions.
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 question with Agenty and screen Crustdata data using the metrics and conditions you specify.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real screen and review the returned records.
Questions about this workflow
What datasets can be screened?
Use datasets and metrics supported by the Crustdata screening action. The available results depend on your query and account access.
Can the workflow choose the metrics for me?
Provide the metrics and conditions in your instruction. Notis should not invent screening criteria.
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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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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