Make investor outreach context easy to retrieve
Keep approved outreach context findable when you are preparing the next conversation.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add Record to Index
Adds a record to an index, replacing any record with the same generated ID.
Why this helps
Useful investor context can be scattered across deal work, making it harder to prepare thoughtful outreach.
- Make submitted context searchable for later preparation.
- Reduce repeated lookups before investor conversations.
- Keep the indexed record tied to the provided deal context.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Algolia once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3In one instruction, ask Notis to add the submitted approved outreach context as a searchable record in the named Algolia index.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real outreach context request and verify the record is searchable.
Questions about this workflow
Does this send an investor message?
No. It adds a searchable record in Algolia; it does not send outreach.
What context should I include?
Provide the investor and deal details you want searchable, plus the target index.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Algolia. A trigger fires from one place; an action lands in another.
Affinity triggers
Algolia actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add AB Test
Creates an A/B test to compare search performance between two index variants.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Browse Algolia Index
Retrieves all records from an index.
Add or Replace Record
Creates a record in an index or replaces the existing record with the same ID.
Clear Objects
Removes all records from an index while keeping its settings.
Add Record to Index
Adds a record to an index, replacing any record with the same generated ID.
Clear Rules
Deletes all rules from an index.
Clicked Object IDs
Reports clicked items outside a search context.
Clicked Object IDs After Search
Reports items clicked in search results.
Connect any two apps with Notis in the middle.
Affinity and Algolia, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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