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Review company research trends each month

Make a monthly check-in easier with a compact view of what your company enrichment activity shows over time.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Query

Query tool will run a sql query in bigquery. note: make sure the query being input in a single line format. for example, select * from sample dataset.sample table where column name = 'value'

Why this helps

Progress is easy to underestimate when research accumulates across many small sessions and no summary brings it together.

  • See monthly activity in a repeatable format.
  • Notice shifts in the types of companies being researched.
  • Use a concise data point for a monthly planning reset.

Setup

Build it in a few focused steps.

  • 1Connect Companyenrich and Google BigQuery to Notis once in the portal.
  • 2Create an automation in the portal or ask Notis for a monthly enrichment trend summary.
  • 3Describe the monthly period and trends to query in one plain-language instruction.
  • 4Choose a monthly schedule and a channel for run reports.
  • 5Review one real period and confirm it uses the intended date range.

Questions about this workflow

What trends can it summarize?

Specify useful measures available in your data, such as record counts or breakdowns by stored company attributes.

Can this compare with the previous month?

Yes, if the relevant periods and fields are available in BigQuery and you describe the comparison in the prompt.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Companyenrich to Google BigQuery. A trigger fires from one place; an action lands in another.

Companyenrich triggers

Google BigQuery actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Query

Query tool will run a sql query in bigquery. note: make sure the query being input in a single line format. for example, select * from sample dataset.sample table where column name = 'value'

ActionInstant

Webhook trigger

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

TriggerInstant

Connect any two apps with Notis in the middle.

Companyenrich and Google BigQuery, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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