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Notis

Screen Companies Using Criteria in Your Documents

Company research criteria often arrive in briefs, forms, and email attachments. Send the extracted criteria to Crustdata and review the companies that fit.

Trigger

Webhook received

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

Action

Screener company information

Finds companies matching criteria such as headcount, growth, or funding.

Why this helps

Rebuilding company filters from a document takes attention away from deciding which opportunities deserve follow-up.

  • Reuse criteria already captured from a source document
  • Get company matches in a single run report
  • Keep unspecified filters visible instead of assuming them

Setup

Build it in a few focused steps.

  • 1Connect Airparser and Crustdata once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a clear name.
  • 3In one instruction, ask Notis to screen Crustdata companies using only the criteria stated in the incoming Airparser payload and summarize matching companies.
  • 4Choose the Notis webhook trigger and provide its endpoint to the process that sends Airparser results.
  • 5Choose a report channel, then test with one real parsed criteria document.

Questions about this workflow

Can I use criteria such as funding or headcount?

The company screener supports searching by criteria such as headcount, growth rate, and funding. Results depend on what the action and available data return.

Does the automation infer unstated company requirements?

No. The instruction should limit the search to criteria in the incoming payload and call out gaps in the report.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Airparser to Crustdata. A trigger fires from one place; an action lands in another.

Airparser 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.

Airparser and Crustdata, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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