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Screen Data Against a Custom Research Question

Take a specific data question from your AI workflow and screen for records that meet its conditions.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Screen metrics and filter conditions

Retrieves datasets that match selected metrics and conditions.

Why this helps

When a research question needs a custom data cut, collecting and reviewing the results can slow the decision down.

  • Run a targeted screen based on a stated data question
  • Summarize returned records and limitations
  • Keep the screen focused on the decision at hand

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 custom data screening.
  • 3Tell Notis to run a Crustdata data screen using conditions in each incoming request and summarize the records returned.
  • 4Choose the webhook trigger and select where run reports should go.
  • 5Test with one real data question and review the result.

Questions about this workflow

What can this screen do?

The endpoint supports screening and filtering on the Crustdata platform using custom metrics, conditions, and sorting criteria.

Do I need to configure filters in the portal?

No. Describe the outcome in the automation prompt and include the research conditions in the 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.

TriggerScheduled

Enrich person screener

Enriches a person’s profile with additional information.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Fetch headcount by facet timeseries

Retrieves headcount data over time, grouped by selected facets.

ActionInstant

Fetch investor portfolio data

Finds companies whose investor list includes a specified investor and returns funding summaries.

ActionInstant

Filter decision makers data

Filters and retrieves decision-maker data across organizations.

ActionInstant

Post funding milestone timeseries data

Retrieves time-based data about company funding milestones.

ActionInstant

Post headcount timeseries data

Retrieves historical headcount data to help analyze workforce trends.

ActionInstant

Post job listings table data

Searches indexed job listings.

ActionInstant

Post web traffic data

Retrieves web traffic data for analysis and reporting.

ActionInstant

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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