Parse investor decks as soon as they reach Affinity
Keep deal context in Affinity and let Affinda pull useful details from each investor deck.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Document
Uploads a document for data extraction.
Why this helps
Investor decks arrive in deal records, email threads, and follow-up notes, making key facts easy to miss.
- Extract structured details from a deck without switching tools.
- Keep document parsing close to the related deal activity.
- Reduce manual review before investor follow-up.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Affinda once in the Notis portal.
- 2Create an automation and name it for investor deck parsing.
- 3Tell Notis to use the document link in an Affinity webhook request to create and parse an Affinda document.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real deal update that includes a public document URL.
Questions about this workflow
What starts this workflow?
A webhook request to Notis starts it. Include the Affinity deal context and a document URL that Affinda can access.
Does this upload a file stored privately in Affinity?
Only if the webhook provides a usable document URL or file input that Affinda can access. Confirm that requirement with a real test.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Affinda. A trigger fires from one place; an action lands in another.
Affinity triggers
Affinda actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Batch Update Annotations
Updates annotations across multiple documents at once.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Tag to Documents
Adds the same tag to multiple documents.
Create Collection
Creates a collection for grouping documents.
Create Document
Uploads a document for data extraction.
Create API User
Creates an API user with credentials for programmatic access.
Create Organization
Creates an organization to group resources.
Batch Create Annotations
Creates multiple annotations for processed documents.
Create RESTHook Subscription
Creates a subscription for document event notifications.
Connect any two apps with Notis in the middle.
Affinity and Affinda, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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