Make quarterly portfolio checks easier to start
Prepare a recurring portfolio review by opening the pages you want to check for the companies identified through 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
Quarterly portfolio reviews are easy to defer when each one requires rebuilding the research setup from scratch.
- Make periodic portfolio reviews easier to begin.
- Use a consistent set of pages or destinations.
- Keep the review grounded in the companies you choose.
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 quarterly portfolio checks.
- 3Tell Notis which Affinity companies to include and which public pages to open for each.
- 4Pick a quarterly schedule and choose where run reports should go.
- 5Test with one company and confirm the navigation destinations.
Questions about this workflow
Will it determine which companies are in the portfolio?
Only if that information is available through Affinity access or you provide the selection criteria.
Does it make quarterly performance judgments?
No. This workflow opens pages for review. Include your own evaluation criteria if you want the run report organized around them.
Can I change the schedule?
Yes. Select the recurring schedule that fits your review cadence when creating the automation.
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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