Refresh Priority Company Profiles on a Schedule
Get a regular snapshot of priority companies without remembering to reopen each research task.
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
Company context goes stale when nobody owns the recurring reminder to revisit it.
- Review selected company profiles on a recurring schedule.
- Use streaming lookups to receive data when it is ready.
- Keep a repeatable research routine without manual reminders.
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 what outcome you want from any channel.
- 3Ask Notis to look up the company domains you provide and summarize changed or useful returned details, noting that no historical baseline is available unless you supply one.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real company domain before relying on the recurring run.
Questions about this workflow
Does the workflow know which companies to refresh?
You must provide the company domains or an accessible list of them in the instruction or run context.
Can it report changes since the last run?
Only if a previous baseline is available to Notis. Otherwise it can summarize the current returned profile without claiming changes.
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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