Turn new Drive briefs into company research
Drop a brief in Drive and let Notis find the companies worth a closer look.
Trigger
File Created
Triggers when a new file is created in Google Drive.
Action
Screener company information
The getcompanyscreener endpoint allows users to search and filter companies based on various criteria such as headcount, growth rate, funding, and more. it provides a powerful way to identify specific companies that meet predefined conditions. this endpoint is particularly useful for tasks like lead generation, market research, and competitive analysis. the endpoint returns a list of companies matching the specified criteria, with each company entry containing key information such as name, industry, headcount, funding details, and growth metrics. users can customize their search using multiple filters, sort the results, and paginate through large result sets. note that the accuracy of the data depends on crustdata's real-time data collection and update frequency.
Why this helps
Manually switching from a brief to company research can break focus and leave mentioned organizations unchecked.
- Find matching company records from a new brief
- Keep research close to the source document
- Reduce repeated manual searches
Setup
Build it in a few focused steps.
- 1Connect Google Drive and Crustdata once in the Notis portal.
- 2Create an automation by telling Notis to find Crustdata company matches for organizations named in new briefs.
- 3Pick the Google Drive File Created trigger.
- 4Choose where run reports should go.
- 5Test with one real brief and review the company matches.
Questions about this workflow
What does this automation do?
When a file is created in Drive, Notis can use its content to identify named organizations and search Crustdata company information.
Does it extract company names from every file type?
That depends on whether Notis can read the created file's content. Test with a representative document.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Drive to Crustdata. A trigger fires from one place; an action lands in another.
Google Drive triggers
Crustdata actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Enrich person screener
The screener person enrich endpoint enriches person data by providing additional information based on the given query. it allows users to retrieve detailed information about individuals, which can be useful for various purposes such as customer profiling, lead generation, or data verification. this endpoint should be used when you need to augment existing person data with additional details or verify information about a specific individual. the enrichment process draws from crustdata's extensive database and real-time data sources to provide up-to-date and comprehensive information. users can customize the response by specifying the exact fields they need, optimizing data transfer and processing. note that the availability and accuracy of enriched data may vary depending on the input provided and the information available in crustdata's systems.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Fetch headcount by facet timeseries
Retrieves headcount data as a timeseries with faceted analysis capabilities. this endpoint allows users to fetch detailed headcount information over time, applying complex filters, pagination, and sorting. it's particularly useful for hr analytics, workforce planning, and organizational growth analysis. the endpoint supports nested logical operations in its filtering mechanism, enabling highly specific queries. users can paginate through large datasets and sort results based on multiple criteria. while powerful, this endpoint requires careful construction of the filters parameter to ensure accurate data retrieval. it should be used when detailed, time-based headcount analysis is needed, but may not be suitable for simple, non-time-series headcount queries or for real-time data needs due to its complexity.
Comment Added (Docs/Sheets/Slides)
Triggers when a new comment is added to Google Docs, Sheets, or Slides.
Fetch investor portfolio data
Retrieves comprehensive investor portfolio data from the data lab section of the crustdata api. this endpoint provides access to detailed information about investor portfolios, including investment holdings, performance metrics, and other relevant data points. it is designed to support investment analysis, portfolio management, and decision-making processes in a b2b context. the endpoint should be used when detailed investor portfolio information is required for tasks such as investment screening, performance tracking, or generating analytical reports. it's important to note that this endpoint may not provide real-time data and the frequency of updates should be verified in the api documentation. additionally, users should be aware of any data privacy and usage restrictions that may apply to the retrieved investor information.
File Created
Triggers when a new file is created in Google Drive.
Filter decision makers data
Filters and retrieves decision maker data from the crustdata b2b saas integration platform based on complex criteria. this endpoint allows for advanced querying of decision maker information using a combination of filters, pagination, sorting, and title-based filtering. it's designed for scenarios where specific subsets of decision maker data need to be extracted or analyzed. the endpoint supports nested logical conditions in filters, enabling highly targeted data retrieval. use this when you need to perform detailed analysis or reporting on decision makers across various organizations or industries. note that the endpoint requires careful structuring of the request body to effectively utilize its advanced filtering capabilities.
File Deleted or Trashed
Triggers when a file is moved to trash or permanently deleted in Drive.
Post funding milestone timeseries data
The fundingmilestonetimeseries endpoint retrieves time-series data related to funding milestones for companies. it allows for complex querying of funding events over time, with flexible filtering, pagination, and sorting options. this endpoint is particularly useful for analyzing funding trends, comparing company funding histories, or tracking specific funding events across multiple organizations. the data returned is based on the specified filters and can be tailored to focus on particular time ranges, funding stages, or company characteristics. while it provides comprehensive funding milestone data, it does not include detailed company information beyond what's directly related to funding events.
File Shared (Permissions Added)
Triggers when new sharing permissions are granted to a file or folder. Uses Drive's `changes.list` endpoint with inline `permissions` in the `fields` mask so each change carries the file's current permission set provider-atomically. We diff that against `seen_permission_keys` to identify newly added grants. Drive page tokens are the primary cursor; if Drive rejects a stored token, the trigger raises `PollingTriggerError` without clearing state rather than silently re-baselining and dropping events. Limitation: truly ephemeral permissions (added and revoked between two polls without any other file modification in between) are not detected. Drive Activity API would catch those but requires an additional OAuth scope and a different payload contract.
Post headcount timeseries data
Retrieves filtered and sorted headcount timeseries data from the crustdata data lab. this endpoint allows for complex querying of historical headcount information, enabling users to analyze workforce trends over time. it supports advanced filtering with nested conditions, pagination for handling large datasets, and customizable sorting. ideal for generating reports, conducting workforce analysis, or integrating headcount data into third-party business intelligence tools. note that the specifics of the returned data structure are not provided in the given schema.
File Updated
Triggers when a file's metadata or content changes in Google Drive.
Post job listings table data
This endpoint retrieves filtered and sorted job listings data for specified company tickers from a chosen dataset in the crustdata platform. it allows for highly customizable queries with complex filtering conditions, pagination, and sorting options. the endpoint is designed for bulk data retrieval and analysis of job market trends across multiple companies. use this endpoint when you need to fetch and analyze job listing data for specific companies, apply custom filters to narrow down the results, or when you want to paginate through large sets of job data. it's particularly useful for market research, competitive analysis, or tracking employment trends in specific industries or companies. note that this endpoint requires careful construction of the request body, especially for the filters parameter, which can support nested logical conditions. the performance and response time may vary depending on the complexity of the filters and the amount of data requested.
Google Drive Changes
Triggers when changes are detected in a Google Drive.
Post web traffic data
Retrieves filtered and sorted web traffic data from the crustdata platform. this endpoint allows for complex querying of web traffic information using nested conditions and logical operators. it supports pagination for handling large datasets and provides sorting capabilities for customized data presentation. use this endpoint when you need to analyze web traffic patterns, filter data based on specific criteria, or extract insights from your web analytics. the endpoint is particularly useful for generating reports, identifying trends, or monitoring key performance indicators related to web traffic.
Connect any two apps with Notis in the middle.
Google Drive and Crustdata, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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