Bring investor portfolio research into the request flow
When a request calls for investor research, have Notis gather portfolio data from Crustdata for review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Fetch investor portfolio data
Finds companies whose investor list includes a specified investor and returns funding summaries.
Why this helps
Investor portfolio research can pull attention away from the work that prompted the request.
- Connects a research request to investor portfolio data
- Surfaces holdings and related portfolio details
- Reduces context switching during research
Setup
Build it in a few focused steps.
- 1Connect Agiled and Crustdata once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3In one instruction, ask Notis to retrieve and summarize the relevant investor portfolio data identified in each request.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real investor research request and review the returned data.
Questions about this workflow
What investor details should be in the request?
Provide enough context to identify the investor or portfolio you want researched. Required fields are not specified in the action description.
Does the action calculate investment performance?
The description says the data may include performance metrics, but it does not guarantee a specific metric or calculation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Crustdata. A trigger fires from one place; an action lands in another.
Agiled triggers
Crustdata actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
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Connect any two apps with Notis in the middle.
Agiled and Crustdata, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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