Review deal notes while concealing sensitive details
Make deal notes easier to review by anonymizing details that the team does not need to see.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Anonymize Packet
Anonymizes all or selected fields in a JSON data packet.
Why this helps
Deal notes often mix useful context with confidential details, making every review harder to prepare.
- Prepare note data for recurring reviews
- Preserve context while concealing selected details
- Reduce manual scrubbing of deal notes
Setup
Build it in a few focused steps.
- 1Connect Affinity and Anonyflow once in the Notis portal.
- 2Create an automation in the portal or by telling Notis what you want in plain language.
- 3In one instruction, ask Notis to retrieve the notes for review and anonymize the sensitive fields you name.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real deal note packet and check the result with the intended reviewers in mind.
Questions about this workflow
Can Anonyflow anonymize arbitrary note text?
The packet action supports structured JSON fields. For plain strings, the value action supports lists of strings, not nested structures.
Can I specify the review group in this workflow?
The workflow prepares anonymized data. Choose the report destination in Notis and specify any review context in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Anonyflow. A trigger fires from one place; an action lands in another.
Affinity triggers
Anonyflow actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Anonymize Value
Anonymize one or more text values to conceal sensitive information.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Anonymize Packet
Anonymizes all or selected fields in a JSON data packet.
Deanonymize Packet
Recover data from an anonymized packet using your private key.
Deanonymize Value
Recover the original text from anonymized values.
Test Connection
Check whether the service is reachable and operational.
Connect any two apps with Notis in the middle.
Affinity and Anonyflow, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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