Add Portfolio Context to Investor Research
Give an investor research brief a direct path to portfolio data for a more informed review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Fetch investor portfolio data
Finds companies whose investor list includes a specified investor and returns funding summaries.
Why this helps
Investor research can require piecing portfolio context together after the initial company discovery.
- Retrieve available portfolio context for investor research
- Summarize holdings and other returned data
- Keep portfolio review connected to the original brief
Setup
Build it in a few focused steps.
- 1Connect Ai ml api and Crustdata once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for investor portfolio research.
- 3Tell Notis to retrieve relevant Crustdata investor portfolio data for each incoming research request and summarize the returned information.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real investor research request.
Questions about this workflow
What does the portfolio action return?
It retrieves investor portfolio data, including available holdings, performance metrics, and other returned data points.
Can it provide investment recommendations?
The action retrieves portfolio data. Any analysis or recommendation would need to be explicitly requested and grounded in the returned information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ai ml api to Crustdata. A trigger fires from one place; an action lands in another.
Ai ml api triggers
Crustdata actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Connect any two apps with Notis in the middle.
Ai ml api and Crustdata, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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