Start your pipeline review with the right company pages open
Make recurring pipeline reviews easier to begin. Notis can use your review criteria and Affinity context to navigate Anchor Browser to the company pages you want to inspect.
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
A scheduled pipeline review often starts with searching for records and opening pages instead of evaluating the deals.
- Reduce setup time before a recurring review.
- Use your stated criteria to identify which companies to open.
- Begin review with relevant pages ready in the browser.
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 the review.
- 3Tell Notis which Affinity deals should be considered and which company pages to open for review.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real review cycle and confirm the pages opened are relevant.
Questions about this workflow
Does Affinity provide the schedule trigger?
No. This workflow uses the Notis cron trigger, which starts the automation on a recurring schedule.
How does it know what qualifies for review?
State the criteria in the automation instruction. Do not assume an unavailable field or history; provide it in the instruction if needed.
Will it update the Affinity pipeline?
No. This workflow uses Anchor Browser navigation to open pages for review. It does not update Affinity.
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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