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Review investors for a funding round

Set a recurring check that turns an extracted round identifier into an investor list from Fundable.

Trigger

Recurring schedule

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

Action

Get Round Investors

Get investors for a specific funding round

Why this helps

Investor names are easy to miss when round details live in separate documents and research sessions.

  • Get investor lists for identified rounds in a repeatable review.
  • Reduce manual searching during company research.
  • Keep round-level results together in a selected channel.

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 prepare a recurring investor review.
  • 3Describe in a single plain-language prompt how to use extracted round identifiers to retrieve Fundable investors.
  • 4Choose a recurring schedule and a run-report channel, then test with one real round identifier.

Questions about this workflow

Does the workflow find the round identifier automatically?

Notis can use the extracted research supplied to it. The prompt should tell it to report when a usable round identifier is missing.

Does the action return investor profiles too?

This action returns investors for a specific funding round. Investor profile details are available through a separate Fundable action.

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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