Create a monthly company lookup recap
Use a monthly company search to reconnect with research you collected across the month.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Look Up Company
Search for a company by name, domain, LinkedIn, or Crunchbase
Why this helps
Company leads gathered throughout a busy month can fade from view before you have time to assess them.
- Gather company names into a monthly review.
- Get matching Fundable details for a clearer restart point.
- Reduce the effort of finding scattered leads again.
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 for a monthly company lookup recap.
- 3Write one plain-language prompt describing which recent extracted research to review and how to handle uncertain company matches.
- 4Choose a monthly schedule and run-report channel, then test with one real extracted company name.
Questions about this workflow
Does this create a saved Fundable list?
The selected action looks up companies and returns matching details. The run report provides the results for review.
Can the recap include only clear company names?
Yes. Describe that preference in the plain-language prompt.
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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