Review investor portfolio data with privacy built in
Keep portfolio context available for review while concealing the sensitive details your team identifies.
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
Portfolio reviews can require pulling together data while also protecting personal or confidential details.
- Prepare portfolio packets for recurring review
- Anonymize selected fields in structured data
- Cut manual preparation before portfolio discussions
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 investor portfolio packet and anonymize the sensitive fields you specify.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real portfolio example and confirm the returned data supports the intended review.
Questions about this workflow
Can this include a historical comparison?
Only if the history is available in Affinity or supplied to the automation. Name any missing baseline or historical data in your instruction.
Can I select fields for anonymization?
Yes. Anonymize Packet supports partial anonymization when the keys to anonymize are specified.
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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