Revisit stalled deals with fresh public context
Bring deals back into focus with a scheduled research pass. Supply the stalled-deal criteria, and Notis can gather public context for a review brief.
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
Deals can sit untouched because it takes effort to reconstruct their context and decide whether anything has changed.
- Create a repeatable review rhythm for selected deals.
- Gather fresh public information before deciding what to do next.
- Surface missing criteria rather than relying on unavailable pipeline history.
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 stalled deal review.
- 3Tell Notis how to identify stalled deals, supplying any needed criteria, and to summarize relevant public updates for those companies.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real deal and confirm the resulting research is useful.
Questions about this workflow
Can it infer which deals are stalled?
Only if the relevant status or timing information is available through Affinity. State any missing definition or baseline in the automation instruction.
What does the browser do?
Anchor Browser retrieves rendered webpage content. Notis can use that content to prepare a review summary.
Does it change deal stages?
No. This workflow gathers context for human review and 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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