Keep competitor changes with company records
A short, recurring brief keeps the most useful competitor changes close to your CRM context.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Note
Create a note on a record.
Why this helps
Competitor updates arrive from scattered sources and are hard to remember when planning sales or product work.
- Collect specified competitor updates on a schedule.
- Keep summaries attached to the right Attio company.
- Make change review easier than rereading source pages.
Setup
Build it in a few focused steps.
- 1Connect Airtop and Attio once in Notis.
- 2Create an automation in the portal or by telling Notis what you want.
- 3Describe the competitor sources, what counts as a meaningful change, and how to find the company record.
- 4Choose a recurring schedule trigger and where run reports should go.
- 5Test with one company and review the note for accuracy.
Questions about this workflow
Will it create a note every time it runs?
Set the instruction to create a note only when there is a meaningful new finding. A comparison baseline must come from available history or be supplied by you.
Can it summarize several sources?
Notis can analyze data returned by Airtop. Specify the sources and ask for a concise summary grounded in those results.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtop to Attio. A trigger fires from one place; an action lands in another.
Airtop triggers
Attio actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Note
Create a note on a record.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Assert Company (Create or Update)
Updates a matching company record or creates one if none exists.
Create Record
Create a new record.
Assert Person Record
Creates or updates a person record using a unique attribute to avoid duplicates.
Delete Note
Delete a note.
Assert User Record (Create or Update)
Updates a matching user record or creates one if none exists.
Delete Record
Permanently delete a record; this cannot be undone.
Assert Workspace (Create or Update)
Updates a matching workspace record or creates one if none exists.
Connect any two apps with Notis in the middle.
Airtop and Attio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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