Get a clear brief for every Affinity deal
Start with the deal context. Get a focused summary and a short list of what needs attention.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Text Chat Completion
Generates a text completion or chat response using an AI model.
Why this helps
Deal details can be scattered across notes and pipeline records, making it hard to prepare for the next conversation.
- Review deal context without rereading every note.
- Surface unanswered questions before a meeting.
- Get a consistent brief from a webhook request.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Ai ml api once in the Notis portal.
- 2Create an automation from Automations, New Automation, or tell Notis in plain language.
- 3In one instruction, ask Notis to send the supplied Affinity deal details to Text Chat Completion and return a brief, open questions, and next steps.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real Affinity deal request.
Questions about this workflow
What starts this workflow?
A Notis webhook HTTP request starts it. Include the Affinity deal details you want summarized in the request.
Does this update the Affinity record?
No. This workflow generates text with Ai ml api and does not write changes to Affinity.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Ai ml api. A trigger fires from one place; an action lands in another.
Affinity triggers
Ai ml api actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Cancel Run
Cancel a run that is currently in progress.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Text Chat Completion
Generates a text completion or chat response using an AI model.
Create Assistant
Create an AI assistant with its chosen model, instructions, and tools.
Create Message
Add a user or assistant message to an existing thread.
Create Run
Start an assistant run on a thread to process its messages and generate a response.
Create Thread
Create a conversation thread that stores messages and context.
Delete Assistant
Delete an assistant.
Delete Message
Delete a message from a thread.
Connect any two apps with Notis in the middle.
Affinity and Ai ml api, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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