Automatic Strategic Account Company Research
Strategic accounts need deep research but executive function barriers mean research is skipped or delayed. This automation researches accounts instantly when tagged.
Trigger
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Action
Company Find
Tool to lookup company data by domain name. use when you need detailed company profile by providing a website domain. use after confirming domain correctness.
Why this helps
Strategic accounts require deep research but the executive function required to stop and research creates friction that leads to under-researched accounts.
- Strategic account company auto-researched when labeled
- Account team has full context immediately
- No strategic account is under-researched
Setup
Build it in a few focused steps.
- 1Create a new automation in Notis
- 2Name it (e.g. 'Strategic account research') and describe: 'When a Linear issue is tagged as strategic, research the company in Bigpicture io'
- 3Select trigger: Issue Updated (label added)
- 4Specify the strategic account label
- 5Test by tagging a real account as strategic
Questions about this workflow
What company information is most useful for account planning?
Bigpicture io provides company size, industry, funding, key employees, and more. Your prompt describes what matters most.
Can I set this up for different account tiers?
Yes. Create separate automations for different labels (e.g., 'strategic', 'enterprise', 'vip') or describe multiple tiers in one prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Bigpicture io. A trigger fires from one place; an action lands in another.
Linear triggers
Bigpicture io actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Company Find
Tool to lookup company data by domain name. use when you need detailed company profile by providing a website domain. use after confirming domain correctness.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
IP to Company Lookup
Tool to lookup company by ip address. use after obtaining an ip to get detailed company info.
Comment Received Trigger
Triggered when a comment is received.
Name to Domain Search
Tool to find company domain(s) by company name. use when you have a company name and need up to 3 likely domains.
Issue Created Trigger
Triggered when a new issue is created.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Private Team Comment Created
Fires when a new comment is posted on an issue in a private Linear team (polled with the connected user's token).
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Private Team Issue Properties Updated
Fires when properties on an issue change in a private Linear team (polled with the connected user's token).
Connect any two apps with Notis in the middle.
Linear and Bigpicture io, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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