Create an investor email draft from an Affinity deal
Bring the deal context into a draft you can review before it leaves your inbox.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Draft
Create a draft and optionally schedule its automatic delivery.
Why this helps
Writing investor updates means switching between deal notes and email, then reconstructing the context from memory.
- Start a draft with relevant deal details close at hand.
- Keep investor communication reviewable before sending.
- Reduce context switching between CRM and email.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Agent mail once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3In one instruction, ask Notis to use the webhook context to review the relevant Affinity deal and create an Agent mail draft for your review.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real deal and inspect the resulting draft.
Questions about this workflow
Does this workflow send the email?
No. It creates an Agent mail draft for review; it does not send it.
What starts the automation?
A Notis webhook starts it when an HTTP request is sent to the automation's webhook.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Agent mail. A trigger fires from one place; an action lands in another.
Affinity triggers
Agent mail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Message
Retrieves the full details of an email message from an inbox.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Draft
Create a draft and optionally schedule its automatic delivery.
List Messages
Lists messages in an inbox.
Create Inbox
Create an inbox for sending and receiving messages.
Send Email
Sends an email.
Create Inbox API Key
Create an inbox-scoped API key; omitting permissions grants all available inbox permissions.
Delete Thread
Permanently delete a thread and all its messages.
Get API Key
Retrieve API key details without exposing its secret.
Connect any two apps with Notis in the middle.
Affinity and Agent mail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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