Refresh account research weekly
Give your active account list a dependable weekly intelligence pass.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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 knowledge goes stale when updates rely on someone remembering to revisit each company.
- Creates a consistent account review
- Surfaces updated company context
- Reduces memory dependent follow up
Setup
Build it in a few focused steps.
- 1Connect Bigpicture io in Notis once.
- 2Create a weekly scheduled automation for account refresh.
- 3Tell Notis to run Company Find for the confirmed account domains you supply and summarize changes or useful facts.
- 4Choose a Notis cron schedule and report channel.
- 5Test with one account domain before the first weekly run.
Questions about this workflow
How do I supply the accounts?
Provide the current confirmed domain list in the automation context.
Can the report focus on changes?
Yes. State the comparison or review focus in the automation instruction.
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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