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Notis

Understand pipeline updates at a glance

Get a readable summary of the changes you submit, with follow-up items called out for review.

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

Pipeline changes can be difficult to scan when you need the overall picture and the next action quickly.

  • See submitted deal changes in a compact format.
  • Separate decisions from follow-up suggestions.
  • Reduce time spent scanning update details.

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 summarize the supplied Affinity pipeline updates, distinguish stated facts from suggested follow-ups, and flag missing context.
  • 4Choose the webhook trigger and where run reports should go.
  • 5Test with one real update request.

Questions about this workflow

Does this detect changes on its own?

No. A Notis webhook request starts the workflow, and the request must provide the update details.

Will it move deals in the pipeline?

No. It produces a summary and does not change 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.

TriggerScheduled

Cancel Run

Cancel a run that is currently in progress.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Text Chat Completion

Generates a text completion or chat response using an AI model.

ActionInstant

Create Assistant

Create an AI assistant with its chosen model, instructions, and tools.

ActionInstant

Create Message

Add a user or assistant message to an existing thread.

ActionInstant

Create Run

Start an assistant run on a thread to process its messages and generate a response.

ActionInstant

Create Thread

Create a conversation thread that stores messages and context.

ActionInstant

Delete Assistant

Delete an assistant.

ActionInstant

Delete Message

Delete a message from a thread.

ActionInstant

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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