Prepare older deal records for archive review
Review historical deal context while concealing the sensitive fields you identify.
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
Archive reviews can require revisiting old records, and manually removing sensitive details adds friction.
- Prepare historical records for privacy-conscious review
- Anonymize structured deal data in a batch
- Reduce manual cleanup before an archive decision
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 find the deal records for archive review and anonymize the sensitive fields you specify.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real record and verify the anonymized packet before using the recurring run.
Questions about this workflow
Can Notis determine which records are stale?
Only if Affinity provides the relevant dates or you supply the criteria. Name the archive review criteria in your instruction.
Can I keep some fields readable?
Yes. Describe the fields to anonymize and the fields needed for review. The packet action supports partial anonymization.
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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