Build a Monthly Prospect Research Roundup
Replace scattered prospect lookups with one scheduled roundup you can review in a focused block.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Find Company Stream
Streams company data by domain until ready, without async polling; limited to five requests per minute.
Why this helps
Prospect research often gets split across tabs and postponed until the next urgent task arrives.
- Consolidate prospect research into a recurring report.
- Review company details together instead of one at a time.
- Use your own criteria to surface relevant findings.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Bigpicture io once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis your desired result from any channel.
- 3In one instruction, ask Notis to look up the prospect domains you supply and summarize returned details using your criteria.
- 4Select a recurring schedule and choose where run reports should go.
- 5Test with one real prospect domain before the first roundup.
Questions about this workflow
Will it find prospects for me?
No. Provide the prospect domains for the company lookups.
Can I include only qualified companies?
Give Notis your qualification criteria. It can summarize returned details against them, but it cannot infer criteria you have not supplied.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Bigpicture io. A trigger fires from one place; an action lands in another.
Agility cms triggers
Bigpicture io actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Company Find
Looks up company information by domain name.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
IP to Company Lookup
Looks up company information associated with an IP address.
Find Company Stream
Streams company data by domain until ready, without async polling; limited to five requests per minute.
Name to Domain Search
Finds likely company domains from a company name.
Connect any two apps with Notis in the middle.
Agility cms and Bigpicture io, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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