Keep Funding Milestones on Your Review List
Make funding research a predictable review instead of another thing to remember.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Post funding milestone timeseries data
Retrieves time-based data about company funding milestones.
Why this helps
Funding updates can be easy to miss when company research depends on remembering to check back.
- Create a recurring review of tracked company funding data
- Summarize returned milestones in one report
- Reduce the need to remember manual research check-ins
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 describe which tracked companies to review for funding milestones.
- 3Tell Notis to retrieve Crustdata funding milestone timeseries for that company set and summarize returned changes, noting when company context is missing.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real company before relying on the scheduled review.
Questions about this workflow
Where does the company list come from?
Provide the tracked company context in the automation prompt or request. The action does not create that list itself.
Can it detect changes against a previous run?
Only when prior data or a baseline is available to the workflow. Otherwise it can summarize the data returned for the current run.
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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Filters and retrieves decision-maker data across organizations.
Post funding milestone timeseries data
Retrieves time-based data about company funding milestones.
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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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