See which Affinity deals may need a follow-up
Get a scheduled review of deal context so follow-ups are less likely to disappear from view.
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
When pipeline reviews rely on memory, quiet deals and unanswered questions can slip through.
- Create a recurring prompt for pipeline attention.
- Summarize records against criteria you provide.
- Receive a run report instead of manually rebuilding the review.
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 the Affinity deal context available to the automation, apply your stated attention criteria, and summarize candidates with evidence and missing information.
- 4Choose the recurring schedule and where run reports should go.
- 5Test with one real pipeline review.
Questions about this workflow
How does it know which deals are stale?
State your criteria in the instruction. The workflow can only assess records and history available to it.
Does it change deal stages or fields?
No. It generates a review summary and does not update Affinity records.
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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