Prepare investor outreach with relationship context
Start with the context you already have, then review a personal draft before sending.
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
Generic outreach takes little effort but often misses the relationship detail that makes a message relevant.
- Ground outreach in available relationship context.
- Create a draft that is ready for human review.
- Reduce time spent switching between investor records 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 and Affinity investor record to create a concise, tailored Agent mail draft.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real investor record and review the draft for accuracy and tone.
Questions about this workflow
Will the workflow send outreach automatically?
No. It creates a draft for you to review and send.
Can it invent a shared connection or investor interest?
The instruction should tell Notis to use only details available in the webhook request or Affinity and leave unsupported details out.
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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