Turn diligence pages into a focused deal summary
Send a deal and the pages you want reviewed. Notis can retrieve the rendered content and return a concise summary of relevant evidence.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Webpage Content
Retrieve the rendered content of a webpage.
Why this helps
Reviewing several diligence pages takes time, and key details can disappear in long documents or browser sessions.
- Reduce time spent rereading lengthy pages.
- Organize evidence around one deal question.
- Keep source review auditable with the pages provided.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Anchor Browser once in Notis.
- 2Create an automation in Automations, New Automation, and name it for diligence summaries.
- 3Tell Notis which pages to retrieve and what deal questions the summary should answer.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one deal and a small set of known diligence pages.
Questions about this workflow
Can the workflow summarize any page?
It can retrieve rendered webpage content where the configured session can access it. Page format, access, and length can affect results.
Does this verify claims?
It organizes the content provided by the pages. It does not independently establish that a claim is true.
Should I provide the diligence questions?
Yes. Include the questions or criteria you want the summary to address.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Anchor browser. A trigger fires from one place; an action lands in another.
Affinity triggers
Anchor browser actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Profile
Create a browser profile from an active session to preserve its data.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Click Mouse
Click at specified coordinates in a browser session.
Delete Profile
Delete a browser profile.
Copy Selected Text
Copy the currently selected text in a browser session to the clipboard.
End All Sessions
End all active browser sessions.
Create Integration
Create an integration that is immediately available in browser sessions and profiles.
End Browser Session
End a specific browser session.
Create or Update Task Draft
Create or update a task’s draft version for development and testing.
Connect any two apps with Notis in the middle.
Affinity and Anchor browser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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