Refresh your target company shortlist on a schedule
Ask Notis to screen companies in Crustdata against the criteria you care about, then review the scheduled results without restarting your research.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Screener company information
Finds companies matching criteria such as headcount, growth, or funding.
Why this helps
A target list gets stale when company fit checks live in scattered notes and one-off research sessions.
- Repeat the same stated company criteria on a schedule.
- Review screened company results in one run report.
- Reduce the effort of rebuilding a target list from scratch.
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, including your company fit criteria and any AimTell context you want considered.
- 4Choose the recurring schedule trigger and select where run reports go.
- 5Test with one real example of your target criteria.
Questions about this workflow
What makes AimTell relevant if the workflow runs on a schedule?
You can include AimTell campaign or audience context in the instruction, while the schedule starts the run and Crustdata screens companies.
Does the schedule automatically know my ideal customer profile?
No. State the criteria in your instruction or provide them as context for Notis to use.
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.
Fetch headcount by facet timeseries
Retrieves headcount data over time, grouped by selected facets.
Fetch investor portfolio data
Finds companies whose investor list includes a specified investor and returns funding summaries.
Filter decision makers data
Filters and retrieves decision-maker data across organizations.
Post funding milestone timeseries data
Retrieves time-based data about company funding milestones.
Post headcount timeseries data
Retrieves historical headcount data to help analyze workforce trends.
Post job listings table data
Searches indexed job listings.
Post web traffic data
Retrieves web traffic data for analysis and reporting.
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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