Prepare investor outreach with relevant public context
Before drafting an investor note, let Notis gather relevant public pages for the contact and organize the useful details for your review.
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
Writing a thoughtful investor message is harder when the relevant background is spread across search results and contact records.
- Collect public context before writing.
- Spend less time searching and more time tailoring the message.
- Keep research separate from sending so you can review it first.
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 research.
- 3Tell Notis to retrieve relevant public pages about the submitted Affinity investor contact and return a short outreach context brief.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real investor contact and review the sources and summary.
Questions about this workflow
Will it draft or send outreach?
This workflow gathers and summarizes public context. It does not send outreach.
Can the browser retrieve private investor data?
It can retrieve content available to the configured browser session. Respect the access and use rules of each site.
What should I include in the webhook request?
Provide enough Affinity contact information to identify the investor and any focus for the research.
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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