Keep Investor Portfolio Research on Your Radar
If an investor landscape matters to your market research, define the scope once and schedule a Crustdata portfolio data pull.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Fetch investor portfolio data
Finds companies whose investor list includes a specified investor and returns funding summaries.
Why this helps
Investor portfolio research can involve a separate tool and a long search, making it easy to postpone until the context has gone cold.
- Retrieve investor portfolio data on a recurring schedule.
- Keep the query tied to a defined market theme or investor set.
- Review available holdings and related data points in the Notis run report.
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 investor or market scope and request relevant portfolio data from Crustdata.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real investor or market scope and review the returned data.
Questions about this workflow
Does this identify investors from any Agility CMS page?
No. Supply the investor or market scope in the prompt or available context.
What portfolio information is available?
The action retrieves comprehensive investor portfolio data, including holdings, performance metrics, and other data points available from Crustdata.
Can I use this to recommend investments?
The workflow retrieves portfolio data. It does not provide an investment recommendation.
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.
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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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