Bring company context to quarterly reviews
Refresh selected organization profiles before your quarterly planning session, so the meeting starts with shared context.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Enrich Company
Enrich a company record from a name, website, LinkedIn, or stock ticker.
Why this helps
Review meetings lose time when company details have to be gathered at the last minute.
- Prepare company context ahead of a planning review.
- Batch profile refreshes into a quarterly rhythm.
- Reduce last-minute background research.
Setup
Build it in a few focused steps.
- 1Connect Digital Humani and People Data Labs once in the portal.
- 2Create an automation via the portal or a conversational request.
- 3Give Notis one instruction to enrich selected organizations ahead of the quarterly review.
- 4Choose a quarterly recurring trigger and a report channel.
- 5Test with one real organization name or website.
Questions about this workflow
Does this schedule the review meeting?
No. It prepares company information on the recurring schedule you choose.
What identifiers can be used?
Company enrichment accepts name, website, LinkedIn, or stock ticker.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Digital Humani to People Data Labs. A trigger fires from one place; an action lands in another.
Digital Humani triggers
People Data Labs actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Enrich Company
Enrich a company record from a name, website, LinkedIn, or stock ticker.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Enrich Person
Enrich a person record from identifiers (email, phone, name+company, LinkedIn, or PDL ID).
Find Companies
Search the People Data Labs company dataset with Elasticsearch or SQL queries.
Find People
Search the People Data Labs person dataset with Elasticsearch or SQL queries.
Connect any two apps with Notis in the middle.
Digital Humani and People Data Labs, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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