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Revisit investor participation research

Set a recurring check for Fundable deals involving people identified in your extracted research.

Trigger

Recurring schedule

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

Action

Get Person Investments

Get deals a person participated in as an investor by identifier

Why this helps

Investor participation can take several separate searches to piece together, making it easy to postpone.

  • Create a regular review point for investor participation.
  • Use available person identifiers from extracted research.
  • Return results in a channel you already check.

Setup

Build it in a few focused steps.

  • 1Connect Extracta ai and Fundable to Notis once in the portal.
  • 2Create an automation in the portal or ask Notis to set up a recurring person-investment review.
  • 3Describe in one plain-language prompt how to use extracted person identifiers to retrieve their Fundable deals.
  • 4Select a recurring schedule and run-report channel, then test with one real person identifier.

Questions about this workflow

What kind of identifier does this lookup use?

The action gets deals for a person by identifier.

Can I set the check-in frequency?

Yes. Select a recurring schedule when setting up the automation.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Extracta ai to Fundable. A trigger fires from one place; an action lands in another.

Extracta ai triggers

Fundable actions

Recurring trigger

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

TriggerScheduled

Look Up Company

Search for a company by name, domain, LinkedIn, or Crunchbase

ActionInstant

Webhook trigger

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

TriggerInstant

Search Funding Rounds

Search and filter funding rounds by company, investor, and round details

ActionInstant

Get Company Rounds

Get deals for a company by identifier

ActionInstant

Get Person Investments

Get deals a person participated in as an investor by identifier

ActionInstant

Get Round Investors

Get investors for a specific funding round

ActionInstant

Get Investor Profile

Get investor details and statistics by identifier

ActionInstant

Connect any two apps with Notis in the middle.

Extracta ai and Fundable, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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No card. Works with personal or business Fundable.