Refresh profiles for extracted investor leads
Give investor research a regular check-in with Fundable profile lookups based on extracted identifiers.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Investor Profile
Get investor details and statistics by identifier
Why this helps
Investor leads can lose momentum when profile details are gathered once and then buried in notes.
- Revisit profiles for investor leads at a set cadence.
- Retrieve details and statistics by identifier.
- Keep follow-up context in a regular report.
Setup
Build it in a few focused steps.
- 1Connect Extracta ai and Fundable to Notis once in the portal.
- 2Create the automation in the portal or ask Notis to refresh investor profiles on a schedule.
- 3Describe in one plain-language prompt which recent extracted investor identifiers to use and how to flag unclear ones.
- 4Choose a recurring schedule and report channel, then test with one real investor identifier.
Questions about this workflow
Can this refresh a profile without an identifier?
The Fundable action requires an investor identifier. The prompt can ask Notis to flag entries without one.
What information does the lookup provide?
It returns investor details and statistics by identifier.
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.
Look Up Company
Search for a company by name, domain, LinkedIn, or Crunchbase
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Search Funding Rounds
Search and filter funding rounds by company, investor, and round details
Get Company Rounds
Get deals for a company by identifier
Get Person Investments
Get deals a person participated in as an investor by identifier
Get Round Investors
Get investors for a specific funding round
Get Investor Profile
Get investor details and statistics by identifier
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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