Make monthly pipeline reviews safer to prepare
Start each monthly review with pipeline data that preserves useful context and conceals selected details.
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
Monthly reporting can turn into a repeated cycle of exporting and manually scrubbing confidential data.
- Reduce repeated monthly data preparation
- Conceal sensitive fields before review
- Keep the workflow prompt-based and easy to adjust
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 prepare the monthly pipeline data and anonymize the sensitive fields you name.
- 4Pick a recurring monthly schedule and choose where run reports should go.
- 5Test with one real pipeline packet and inspect the anonymized output.
Questions about this workflow
Can the schedule create a month-over-month comparison?
Only if the prior period data is available or supplied. State what comparison data the automation should use.
Do I need to build filters in the portal?
No. Describe the records and outcome in your instruction, then pick the recurring schedule.
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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