Draft investor updates from your latest notes
Turn scattered progress notes into a clear update that keeps facts and open asks easy to review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Message
Tool to create a new message completion. use when you need to generate assistant text given a conversation history.
Why this helps
Investor updates are easy to postpone when metrics, wins, and asks live in separate notes.
- Save reporting time
- Keep metrics organized
- Make asks explicit
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Anthropic administrator.
- 2Create an automation named Investor update draft.
- 3Describe the sections, approved metrics, tone, and rule to mark missing data instead of guessing.
- 4Pick the webhook trigger and report channel.
- 5Test with one real update payload.
Questions about this workflow
Can it calculate missing metrics?
Only when the required inputs are present and you specify the calculation; otherwise it should mark the metric missing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 0CodeKit to Anthropic administrator. A trigger fires from one place; an action lands in another.
0CodeKit triggers
Anthropic administrator actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Message
Tool to create a new message completion. use when you need to generate assistant text given a conversation history.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Tool to list available models. use when you need to see which models are available before selection.
Prompt Caching
Tool to cache and reuse prompt content to reduce costs and latency. use after you have static prompt portions you intend to reuse across calls.
Connect any two apps with Notis in the middle.
0CodeKit and Anthropic administrator, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Anthropic administrator.