Run a custom market data screen on schedule
Describe the metrics and conditions you want screened, then have Notis run the Crustdata query on a schedule and report the results.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Screen metrics and filter conditions
Retrieves datasets that match selected metrics and conditions.
Why this helps
Custom research becomes harder to repeat when the criteria live only in a one-time query or someone's memory.
- Screen datasets with custom metrics and conditions.
- Repeat the same research question on a schedule.
- Review targeted results in a run report.
Setup
Build it in a few focused steps.
- 1Connect AimTell and Crustdata once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe the outcome in one instruction, naming the dataset, metrics, conditions, and relevant audience context.
- 4Choose the recurring schedule trigger and select where run reports go.
- 5Test with one real screening query.
Questions about this workflow
What can this action screen?
It supports advanced screening and filtering on Crustdata datasets using custom metrics, conditions, and sorting criteria.
Will Notis know the right dataset automatically?
Specify the dataset and criteria you need in the instruction or run context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to Crustdata. A trigger fires from one place; an action lands in another.
AimTell 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.
AimTell and Crustdata, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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