Turn open Affinity follow-ups into a clear next-step brief
Make the next action and any missing context easier to see in a scheduled follow-up review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Message
Create a response based on a conversation.
Why this helps
Open follow-ups can become hard to prioritize when their context and next steps are buried in deal notes.
- Group supplied follow-up context into a short review.
- Make unclear next steps visible for human decisions.
- Reduce the effort of restarting stalled follow-up work.
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 summarize supplied open Affinity follow-ups, identify a suggested next step only when context supports it, and flag missing information.
- 4Choose the recurring schedule trigger and select where run reports should go.
- 5Test with one real follow-up example and confirm the brief does not assume age or status without supplied history.
Questions about this workflow
Can the workflow identify which follow-ups are stale?
Only when age, last-contact dates, or a baseline are supplied. Otherwise, it can triage the provided open follow-ups without claiming they are stale.
Does it update Affinity follow-up records?
No. The listed Anthropic action creates assistant text; it does not update Affinity records.
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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