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Notis

Connect Content Briefs to Company Research

Let a brief start the research. Notis can carry its stated audience or market criteria into a Crustdata company search for a focused first pass.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Search companies with filters

Searches for companies matching selected criteria.

Why this helps

A content brief may define a market or audience, but converting it into a company research query can become one more manual handoff.

  • Start a company search when an HTTP request reaches a Notis webhook.
  • Use audience or market criteria that the brief actually provides.
  • Keep returned companies and run context together in Notis reports.

Setup

Build it in a few focused steps.

  • 1Connect Agility CMS and Crustdata once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a name and prompt.
  • 3In one instruction, tell Notis which brief context to use and how to translate its stated criteria into a Crustdata company search.
  • 4Pick the Notis webhook trigger and choose where run reports should go.
  • 5Test with one real brief webhook and inspect the search results.

Questions about this workflow

Can this infer missing audience details from a brief?

Not reliably. Include the criteria in the brief or instruction; otherwise have the workflow report what information is missing.

Is this triggered by an Agility CMS event?

No. Agility CMS has no exposed trigger events here. An HTTP request to the Notis webhook starts the workflow.

How is this different from company screening?

This workflow uses Crustdata's company search action, which supports searching companies with filters.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agility cms to Crustdata. A trigger fires from one place; an action lands in another.

Agility cms triggers

Crustdata actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Enrich person screener

Enriches a person’s profile with additional information.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Fetch headcount by facet timeseries

Retrieves headcount data over time, grouped by selected facets.

ActionInstant

Fetch investor portfolio data

Finds companies whose investor list includes a specified investor and returns funding summaries.

ActionInstant

Filter decision makers data

Filters and retrieves decision-maker data across organizations.

ActionInstant

Post funding milestone timeseries data

Retrieves time-based data about company funding milestones.

ActionInstant

Post headcount timeseries data

Retrieves historical headcount data to help analyze workforce trends.

ActionInstant

Post job listings table data

Searches indexed job listings.

ActionInstant

Post web traffic data

Retrieves web traffic data for analysis and reporting.

ActionInstant

Connect any two apps with Notis in the middle.

Agility cms and Crustdata, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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