Make Company Cohort Growth Easier to Review
Choose the companies or cohort criteria that matter, then have Notis retrieve their historical headcount trends on a recurring schedule.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Post headcount timeseries data
Retrieves historical headcount data to help analyze workforce trends.
Why this helps
Tracking workforce changes across a company cohort takes repeated research and can be hard to pick back up after a busy week.
- Retrieve filtered historical headcount information on a recurring schedule.
- Use a cohort connected to your content or market research.
- Ask Notis to summarize only the data returned and flag missing context.
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, define the company cohort and request the appropriate filtered Crustdata headcount timeseries data.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real cohort and review the timeseries results.
Questions about this workflow
How is this different from the headcount facet timeseries action?
This action retrieves filtered and sorted headcount timeseries data. The other action emphasizes faceted analysis capabilities.
Can it identify a cohort based on an Agility page automatically?
Only if the relevant criteria are provided in the run context or instruction. Agility CMS has no native trigger event here.
Does it calculate growth rates?
Not explicitly. You can ask Notis to analyze returned timeseries data, while supplying any baseline or definitions that are needed.
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.
Enrich person screener
Enriches a person’s profile with additional information.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Fetch headcount by facet timeseries
Retrieves headcount data over time, grouped by selected facets.
Fetch investor portfolio data
Finds companies whose investor list includes a specified investor and returns funding summaries.
Filter decision makers data
Filters and retrieves decision-maker data across organizations.
Post funding milestone timeseries data
Retrieves time-based data about company funding milestones.
Post headcount timeseries data
Retrieves historical headcount data to help analyze workforce trends.
Post job listings table data
Searches indexed job listings.
Post web traffic data
Retrieves web traffic data for analysis and reporting.
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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