Keep company records current with grounded research
Give your company records a thoughtful refresh from information you can actually verify.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Assert Company (Create or Update)
Updates a matching company record or creates one if none exists.
Why this helps
Company records drift as new context appears, and manual research updates are easy to postpone.
- Create or update the company matched by a unique attribute
- Use research provided to the automation without fabricating missing facts
- Keep the core company record closer to current
Setup
Build it in a few focused steps.
- 1Connect Ai ml api and Attio once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to use the available company research to assert the matching Attio company, update only supported details, and flag uncertainty in the run report.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Run one real company example and inspect the resulting Attio record.
Questions about this workflow
How does it avoid creating duplicate companies?
The Assert Company action searches using a unique attribute. Supply a reliable matching value, such as a company domain, when available.
Will it browse for new company facts on its own?
Only when research sources are available to the automation. Otherwise, supply the research or treat missing details as unknown.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ai ml api to Attio. A trigger fires from one place; an action lands in another.
Ai ml api triggers
Attio actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Note
Create a note on a record.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Assert Company (Create or Update)
Updates a matching company record or creates one if none exists.
Create Record
Create a new record.
Assert Person Record
Creates or updates a person record using a unique attribute to avoid duplicates.
Delete Note
Delete a note.
Assert User Record (Create or Update)
Updates a matching user record or creates one if none exists.
Delete Record
Permanently delete a record; this cannot be undone.
Assert Workspace (Create or Update)
Updates a matching workspace record or creates one if none exists.
Connect any two apps with Notis in the middle.
Ai ml api and Attio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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