Review investor updates with the key details already surfaced
Parse an update document into the facts and questions you need before responding or preparing a meeting.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Partition Document
Extracts and structures text, tables, and images from a document.
Why this helps
Investor updates often mix metrics, requests, and commitments in long documents that are hard to scan later.
- Surface reported metrics and commitments for review.
- Identify questions that need a follow-up.
- Reduce re-reading when preparing for an investor conversation.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Aryn once in the Notis portal.
- 2Create an automation and tell Notis which metrics, commitments, and questions to extract from the provided update.
- 3Choose a webhook trigger and select where run reports should go.
- 4Test with one real investor update document.
Questions about this workflow
Does this send a response to the investor?
No. It parses the document and surfaces information for review; it does not send messages.
Can it compare metrics with prior updates?
Only if prior values are supplied or available in the documents provided to the workflow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Aryn. A trigger fires from one place; an action lands in another.
Affinity triggers
Aryn actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create DocSet
Creates a DocSet storage container for adding documents.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete DocSet
Permanently deletes a DocSet and all its documents.
Generate plan
Creates a query plan without running the query.
Get DocSet Metadata
Retrieves metadata for a DocSet.
Get Document by ID
Retrieves a document and its parsed content from storage.
Get Document Binary
Downloads a document’s original file from a DocSet.
List Async Tasks
Lists outstanding asynchronous tasks for your account.
Partition Document
Extracts and structures text, tables, and images from a document.
Connect any two apps with Notis in the middle.
Affinity and Aryn, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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