Bring Funding Milestone Context to Company Stories
Use a defined set of companies from your content planning to retrieve funding milestones for a more informed story review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Post funding milestone timeseries data
Retrieves time-based data about company funding milestones.
Why this helps
Funding details can change across research and drafting, leaving a founder or editor to manually recheck context before using it.
- Retrieve funding milestone history for a defined company set.
- Use a recurring schedule for ongoing research checks.
- Keep the requested companies and returned data together for review.
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, identify the companies relevant to the content and request their funding milestone timeseries data.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real company set and inspect the returned milestones.
Questions about this workflow
Does this verify claims in Agility CMS automatically?
It retrieves funding milestone timeseries data. Review the returned information against the specific claims; automatic fact verification is not guaranteed.
Can it use company names from source context?
If the names are available to the automation, instruct Notis to use them. Otherwise provide the company set directly.
Does the schedule mean data updates continuously?
No. The workflow runs at the schedule you choose and retrieves data at that time.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Crustdata.