Follow up on investor lists for tracked rounds
Turn round references from research into a weekly investor-list check-in.
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
A useful investor list can be overlooked when the round reference is saved but follow-up is never scheduled.
- Set a predictable time to revisit round investors.
- Keep round-level follow-up from depending on memory.
- Review results together in a single channel.
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 run a weekly round-investor follow-up.
- 3Describe in one plain-language prompt how to use recent extracted round identifiers and handle missing references.
- 4Select a weekly schedule and run-report channel, then test with one real round identifier.
Questions about this workflow
What does this workflow retrieve?
It retrieves investors for a specific funding round through Fundable.
Can it follow up on every round mentioned in my materials?
It can use identifiers present in the research supplied to Notis. Have the prompt flag references that cannot be matched confidently.
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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