Prepare a focused investor meeting brief
Walk into the conversation with the relevant context close at hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Publish Message to Channel
Publishes a message to a channel.
Why this helps
Last-minute preparation often means searching several Affinity records for details the team already has.
- Bring supplied contact and deal context into one scannable message.
- Reduce last-minute context switching before a meeting.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Ably once in the Notis portal.
- 2Create an automation and tell Notis to summarize supplied meeting context into a brief Ably message.
- 3Pick a webhook trigger that receives the relevant Affinity context.
- 4Choose where run reports should go.
- 5Test with one real meeting context update.
Questions about this workflow
Does the automation know when a meeting is scheduled?
Only if the webhook request includes meeting timing or another suitable scheduling signal.
Can it include unsupported assumptions about the investor?
Ask Notis to use only supplied Affinity context and label any missing details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Ably. A trigger fires from one place; an action lands in another.
Affinity triggers
Ably actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Query Batch Presence
Retrieves presence states for members across multiple channels.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Query Batch Presence History
Retrieves presence history for members across multiple channels.
Delete Channel Subscription
Unsubscribes devices or clients from channel push notifications.
Get Channel Details
Retrieves a channel’s status, activity, and occupancy details.
Get Channel History
Retrieves the message history for a channel.
Get Channel Presence
Get the members currently connected and active on a channel.
Get Channel Presence History
Retrieves the presence event history for a channel.
Get Message Versions
Retrieve all historical versions of a channel message, including updates and deletions.
Connect any two apps with Notis in the middle.
Affinity and Ably, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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