Prepare investor meeting research on a schedule
Create a recurring prep routine that opens the public background pages you use for investor conversations, based on the contacts you select in Affinity.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Navigate to URL
Navigate an existing browser session to a webpage.
Why this helps
Investor meeting prep gets squeezed when background research starts from scratch close to the call.
- Make recurring investor preparation more reliable.
- Open familiar background sources before the prep window.
- Spend more time shaping the conversation and less time searching.
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 investor meeting preparation.
- 3Tell Notis which Affinity investor contacts to include and which public background pages to open.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one contact and confirm the timing and pages fit your prep routine.
Questions about this workflow
Can it tell when the meeting is?
Not from the listed workflow context. Choose a recurring schedule or provide meeting timing through the trigger setup you use.
Does it send an investor an invite or message?
No. It prepares browser pages for your review.
What if there are many investor contacts?
Use clear selection criteria or specify a manageable subset in the automation instruction.
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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