Keep Your Market Company Search Fresh
Use a recurring schedule to revisit a focused company query as your market research develops, with criteria you can state clearly in the prompt.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Search companies with filters
Searches for companies matching selected criteria.
Why this helps
A useful company search can quickly become buried in a one-off session, leaving founders to recreate filters when they need the research again.
- Repeat a filtered company search on a chosen schedule.
- Keep criteria tied to a specific content market or research area.
- Review returned companies and pagination in the Notis 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, state the market criteria to use in Crustdata company search.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real market query and review the results.
Questions about this workflow
Will this automatically adapt to new content?
No. The recurring run uses the context and criteria available to it. Update the instruction or supplied context as your market definition changes.
What kinds of filters can I use?
The action supports multiple criteria, filtering, and pagination. Specify the filters relevant to your company search.
Does each schedule guarantee new companies?
No. Results depend on the query and available Crustdata data; repeated runs may return overlapping results.
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.
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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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