Start the week with a concise Affinity pipeline brief
See the deal context, open questions, and follow-ups that deserve attention in one short brief.
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
Reconstructing pipeline status from scattered deal context can turn a quick review into a long catch-up session.
- Put pipeline review on a predictable cadence.
- Surface open questions and follow-ups in a single brief.
- Keep summaries tied to information actually available in Affinity context.
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 the available Affinity pipeline context, calling out changes, open questions, and follow-ups without inventing missing history.
- 4Choose the recurring schedule trigger and select where run reports should go.
- 5Test with one real pipeline example and check that missing history is labeled clearly.
Questions about this workflow
Can the brief compare pipeline changes over time?
Only if the prior baseline or change history is available to the automation. Otherwise, it can summarize the current context and identify that a baseline is missing.
Can I choose when it runs?
Yes. Select the recurring schedule when creating the automation.
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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