Review Partner Company Profiles Quarterly
Give partner reviews a dependable starting point with company details assembled before you sit down.
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
Partner reviews lose momentum when gathering company context takes as long as the review itself.
- Prepare company information ahead of quarterly reviews.
- Use a recurring schedule to avoid last-minute research.
- Review profiles against partnership criteria you provide.
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 explain the intended review brief to Notis from any channel.
- 3Ask Notis to look up the partner domains you supply and summarize returned information against your supplied criteria.
- 4Choose a quarterly schedule and where run reports should go.
- 5Test with one real partner domain before the next review.
Questions about this workflow
Does it compare partner performance?
The lookup returns company data, not your relationship performance history. Supply performance notes if you want them included.
Can I use the same prompt for all partners?
Yes. State the company details and partnership criteria you want summarized.
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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