Get a fresh prompt for your deal review
Use a small spark of advice to get started when a deal review feels like one more open loop.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Advice Generator
Generates a random piece of advice.
Why this helps
Starting a review can feel harder when deal context is scattered and the first step is unclear.
- Receive a randomly generated piece of advice on a schedule.
- Pair the advice with deal context you provide for review.
- Use a lightweight prompt to help begin a review session.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Apiverve once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what to do from any channel.
- 3In one instruction, ask Notis to generate one piece of advice and present it with the deal context you provide for the review.
- 4Choose notis_cron as the trigger and set a schedule for your review routine.
- 5Choose where run reports go, then test with one real deal context.
Questions about this workflow
Does the advice reflect a deal's pipeline history?
The listed action generates random advice. It does not claim to analyze pipeline history, so treat the result as a general prompt alongside the context you supply.
Can I get advice for a particular deal?
You can include that deal's context in the automation instruction or the information you supply, but the advice itself is described as random.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Apiverve. A trigger fires from one place; an action lands in another.
Affinity triggers
Apiverve actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Advice Generator
Generates a random piece of advice.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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