Make investor follow-up easier to plan
Get a prioritized set of suggested follow-ups from the relationship context you already track.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Text Chat Completion
Generates a text completion or chat response using an AI model.
Why this helps
Remembering who needs a thoughtful follow-up and why can consume attention that should go to the next conversation.
- Group suggested follow-ups by your stated priorities.
- Keep the reason for each suggestion visible.
- Use the result as a plan that you review before acting.
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 review available Affinity investor context and produce a prioritized follow-up plan using only the history and priorities provided.
- 4Choose the recurring schedule and where run reports should go.
- 5Test with one real relationship review.
Questions about this workflow
Will it contact investors automatically?
No. It produces suggested follow-ups for you to review and act on.
What if Affinity does not contain recent interaction history?
The plan should identify missing history and avoid presenting assumptions as facts.
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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