Turn Affinity deal updates into ready-to-review investor outreach
Start with the deal context. Get a clear outreach draft without reopening every note and profile.
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
Writing each investor follow-up from scratch adds context switching and makes timely outreach easier to miss.
- Create a first draft while deal context is fresh.
- Keep the outreach grounded in the details included in the request.
- Reduce time spent switching between pipeline records and a blank message.
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 use the supplied Affinity deal and investor context to draft concise, personalized outreach for review.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real deal example and confirm the draft uses only supplied context.
Questions about this workflow
Does this send the message to the investor?
No. This workflow creates assistant text for review; the listed Anthropic action does not send outreach.
What context should the webhook include?
Include the deal details and investor context needed for a relevant draft. If a detail is missing, instruct Notis to flag it rather than assume.
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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