Research an investor website before the next conversation
Send an investor URL and relevant Affinity context. Get a short, source-grounded brief without opening a trail of browser tabs.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Query Data
Extracts structured data from a web page using a query or prompt.
Why this helps
Investor research gets scattered across CRM notes, firm websites, and open browser tabs, making meeting prep harder than it needs to be.
- Summarize publicly stated investment focus and criteria
- Keep the submitted Affinity context with the research request
- Flag details the website does not provide
Setup
Build it in a few focused steps.
- 1Connect Affinity and AgentQL once in the Notis portal.
- 2Create an automation named Investor Site Diligence Brief.
- 3In one instruction, ask Notis to query the submitted investor URL for investment focus, stage, geography, and criteria, then summarize findings with the supplied Affinity context.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one investor URL and a real Affinity context example.
Questions about this workflow
What starts this workflow?
An HTTP request to its Notis webhook starts it. Include an investor website URL and any Affinity context you want considered.
Will it change an Affinity record?
No. The selected AgentQL action queries website content and returns research for the run report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Agentql. A trigger fires from one place; an action lands in another.
Affinity triggers
Agentql actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Query Data
Extracts structured data from a web page using a query or prompt.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get AgentQL Usage Statistics
Retrieve account API usage statistics and subscription limits.
Create Remote Browser Session
Creates a remote browser session for browser automation.
Connect any two apps with Notis in the middle.
Affinity and Agentql, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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