Create an account research brief
Give every account task the company context needed for a focused next step.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
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
Account preparation takes too long when company facts must be gathered from several sources by hand.
- Adds company context to account tasks
- Supports better preparation
- Reduces repeated research
Setup
Build it in a few focused steps.
- 1Connect Todoist and Bigpicture io in Notis once.
- 2Create an automation for account research briefs.
- 3Tell Notis to run Company Find on the confirmed domain and summarize findings for the task objective.
- 4Pick Todoist New Task Created as the trigger and choose where reports go.
- 5Test with one account task and domain.
Questions about this workflow
Can the brief follow a custom format?
Yes. Describe the questions or sections you want in the automation instruction.
What counts as a confirmed domain?
Use the company website you have checked for correctness.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Bigpicture io. A trigger fires from one place; an action lands in another.
Todoist 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.
New Task Created
Trigger when a new task is added to Todoist.
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.
Connect any two apps with Notis in the middle.
Todoist and Bigpicture io, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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