Triage investor messages with deal context
See the messages that matter alongside the contacts and deals you already track.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Messages
Lists messages in an inbox.
Why this helps
Inbox triage takes longer when the relationship and deal history lives somewhere else.
- Review investor messages with relevant relationship context.
- Reduce time spent searching for the right contact or deal.
- Create a repeatable inbox review routine.
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 list recent investor messages and use Affinity to summarize relevant contact or deal context for triage.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real inbox review and check the summaries against the messages.
Questions about this workflow
Does the workflow modify or reply to messages?
No. It lists messages and provides context for review.
Can it identify investor messages automatically?
It can use available message and Affinity information, but you should specify what counts as an investor message if that is not clear from the data.
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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