Turn investor updates into structured information
Send update documents from your Affinity workflow to Affinda and make the details easier to scan.
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
Long investor updates can bury changes in hiring, runway, milestones, and fundraising status.
- Reduce manual scanning of investor updates.
- Make recurring company changes easier to compare.
- Keep the source deal context in the webhook request.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Affinda once in the Notis portal.
- 2Create an automation for parsing investor update documents.
- 3In one instruction, tell Notis to create an Affinda document from the update URL supplied by the Affinity webhook.
- 4Pick the webhook trigger and choose a run report destination.
- 5Test with one real investor update document.
Questions about this workflow
Can the workflow compare this update with the previous one?
Not by this action alone. Any comparison baseline must be supplied in the request or available from another connected source.
What document formats should I test?
Test with the actual formats and URLs your team receives, and confirm Affinda can access them.
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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