Find the Right Decision Makers from a Sales Brief
Move from an AI-prepared account brief to a focused list of people to investigate.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Filter decision makers data
Filters and retrieves decision-maker data across organizations.
Why this helps
A company may look promising, but finding the right people can become a separate research project.
- Turn sales criteria into a targeted person search
- Reduce repetitive manual contact research
- Review candidate decision makers with 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 decision-maker discovery.
- 3Tell Notis to use each incoming sales brief to search Crustdata for relevant decision makers and summarize the matches.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real sales brief and review the returned results.
Questions about this workflow
What should the incoming brief include?
Include the target company or account context and the criteria your AI workflow has prepared. Crustdata results depend on the submitted criteria and available data.
Can Notis choose filters through a setup screen?
No. Describe the desired search in the automation prompt; Notis runs the task from the incoming request.
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.
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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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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