Get your weekly pipeline review ready before it starts
Let Notis prepare a browser review session around the Affinity companies you want to revisit, so the meeting starts with the right context in view.
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
Weekly review time gets consumed by locating records and opening research pages instead of discussing next steps.
- Cut repetitive preparation before a weekly review.
- Use explicit criteria to guide which company pages open.
- Keep the session focused on discussion and decisions.
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 weekly review prep.
- 3Tell Notis which Affinity companies to include and to open their relevant web pages for the review.
- 4Pick a weekly schedule and choose where run reports should go.
- 5Test with one real review cycle and check the pages before the meeting.
Questions about this workflow
Does this require a special Affinity trigger?
No. It uses Notis cron because Affinity exposes no trigger events in this workflow context.
Can it open every company page in the pipeline?
Specify a manageable selection criterion in the instruction. The workflow should not assume an unsupported pipeline field.
Does it create a meeting agenda?
The action navigates the browser to pages. You can ask Notis to report the pages opened, but agenda creation is not part of the listed browser action.
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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