Find promising companies before they fill your pipeline
Get a fresh shortlist of companies that fit your criteria without rebuilding searches by hand.
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
Promising companies get missed when you have to remember to rerun searches and compare results yourself.
- Review a consistent shortlist on your schedule
- Spend less time repeating company searches
- Keep attention on companies that fit your stated criteria
Setup
Build it in a few focused steps.
- 1Connect Anthropic administrator and Crustdata once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe the company criteria and ask Notis to summarize matching companies in one instruction.
- 4Pick a recurring schedule as the trigger and choose where run reports go.
- 5Test with one real example and refine the criteria if needed.
Questions about this workflow
What criteria can I include?
Describe the headcount, growth, funding, or other supported company criteria you want Crustdata to screen for. Supply any criteria that the returned data does not provide.
Does this automatically add companies to a CRM?
No. This workflow screens companies in Crustdata and summarizes the results in its run report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Anthropic administrator to Crustdata. A trigger fires from one place; an action lands in another.
Anthropic administrator 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.
Anthropic administrator and Crustdata, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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