Draft investor outreach with the right context
Use the relationship and deal details you already have to get a first draft ready for your approval.
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
Writing each investor message from scratch takes time and makes follow-up easy to postpone.
- Begin with relevant relationship context.
- Spend less time staring at a blank message.
- Review and edit before sending anything.
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 use the supplied Affinity contact and deal context to draft concise investor outreach, flag missing context, and never send it.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real contact and review the draft.
Questions about this workflow
Will the workflow send the message?
No. It creates a draft for you to review; it does not send outreach.
What context should the webhook include?
Include the relevant contact and deal details available from Affinity, plus your intended purpose for the outreach.
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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