Keep investor context fresh with a monthly research pass
Set a monthly reminder for research work that is easy to postpone. Notis can gather public updates on the investor contacts you identify in Affinity.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Webpage Content
Retrieve the rendered content of a webpage.
Why this helps
Investor context becomes stale when relationship research is only done immediately before outreach.
- Establish a predictable research rhythm.
- Gather public updates before relationship conversations.
- Avoid assuming contact history that Affinity does not expose.
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 the monthly research refresh.
- 3Tell Notis how to identify the investor contacts and which public updates to gather for each.
- 4Pick a monthly schedule and choose where run reports should go.
- 5Test with one contact and confirm the gathered context is relevant.
Questions about this workflow
Can it find contacts without criteria?
Provide criteria in the instruction, such as a list or selection rule supported by your Affinity data access.
Does it store a change history?
Not by itself. If you need comparisons with previous reports, provide or retain the baseline through your chosen reporting destination.
Will the workflow contact investors?
No. It gathers research for you to review.
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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