Prepare an investor update diff brief
See exactly what changed in an investor update before it goes out.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Comparisons
Tool to retrieve a paginated list of document comparisons. use when you need to browse comparisons across pages.
Why this helps
Last minute edits to investor updates can introduce inconsistent metrics or accidental changes in tone and commitments.
- Makes final review faster
- Catches metric and commitment changes
- Creates an audit friendly summary
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Draftable in the Notis portal once.
- 2Create an automation with instructions for reviewing investor update comparisons.
- 3Tell Notis to list comparisons and group changes into metrics, milestones, risks, and requests.
- 4Choose the notis_webhook trigger and report channel.
- 5Test it with one real investor update comparison.
Questions about this workflow
Can it verify whether metrics are correct?
No. It can identify changed metrics, but correctness requires a trusted source or human review.
Can I run it only when an update is ready?
Yes. Send an HTTP request to the webhook when you want the brief.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 0CodeKit to Draftable. A trigger fires from one place; an action lands in another.
0CodeKit triggers
Draftable actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
List Comparisons
Tool to retrieve a paginated list of document comparisons. use when you need to browse comparisons across pages.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Connect any two apps with Notis in the middle.
0CodeKit and Draftable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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