Prepare a Key Account Research Brief
Start your account review with company details ready to scan and a clear list of what needs a closer look.
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
Preparing account reviews can become a scattered search across company pages and notes.
- Gather company information for a recurring account review.
- Receive data through streaming company lookups.
- Focus attention on details relevant to your stated review criteria.
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 describe the brief you want to Notis from any channel.
- 3Ask Notis to look up the confirmed account domains you supply and summarize available details using your review criteria.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real account domain and review the brief format.
Questions about this workflow
Does Bigpicture io provide account activity history?
This action returns company data by domain. Provide any activity history or account notes you want considered separately.
Why use a streaming lookup?
The streaming action holds the connection until company data is ready, avoiding asynchronous polling. It is rate limited to five requests per minute.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Bigpicture io.