Prepare a concise contact brief from Affinity context
Get the key supplied relationship details into a short, readable brief before the conversation.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Message
Create a response based on a conversation.
Why this helps
Rebuilding who a contact is and why the relationship matters from scattered notes can slow down preparation.
- Condense supplied contact and deal context into a quick briefing.
- Highlight unknowns for a follow-up check.
- Make conversation preparation easier to scan.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Anthropic administrator once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to turn the supplied Affinity contact and deal context into a concise briefing, separating known details from unanswered questions.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real contact example and review whether the brief clearly marks missing context.
Questions about this workflow
Does this search Affinity contacts automatically?
The action creates assistant text from context provided to the run. Include the relevant contact details in the webhook request or instruction.
Can it fill in missing biographical information?
It should report what is missing rather than invent details. Provide additional verified context if the brief needs it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Anthropic administrator. A trigger fires from one place; an action lands in another.
Affinity triggers
Anthropic administrator actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Message
Create a response based on a conversation.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Model
View details about a specific model.
List models
List the available models.
Connect any two apps with Notis in the middle.
Affinity and Anthropic administrator, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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